Connect NetSuite to iCompleat for real-time AP automation

iCompleat integrates with NetSuite to share your accounts payable and purchasing data in a real-time.

Follow the steps in this article to get set up.

 

iCompleat posts to NetSuite:

• Invoice header and line data

 

iCompleat receives from NetSuite:

• Supplier information (including bank details and payment terms)
• Currency codes
• Account codes
• Departments
• Tax codes
• Locations
• Classes
• Journal reference
• Invoice payment status

 

Access your NetSuite tokens

Before connecting iCompleat to NetSuite you need to log into your NetSuite organization to enable token-based authentication, then access a series of tokens. iCompleat will use these tokens to connect to your NetSuite organization.

The tokens are:

• Consumer Key
• Consumer Secret
• Token ID
• Token Secret
• Account ID

These steps show you how to access the unique tokens. Make sure you note down the tokens when they are shown in NetSuite as you won't be able to return to access them later.

 

The first step is to enable TBA for NetSuite at organization level.

1. Log in to NetSuite.
2. In the top menu bar, go to Setup > Company > Enable Features.
3. On the Enable Features screen, go to the SuiteCloud tab.
4. Under the SuiteScript section, click Client SuiteScript and Server SuiteScript.
5. Under the Manage Authentication section, click Token-Based Authentication.
6. Click Save.

 

2. Access your Consumer Key and Consumer Secret

1. In the top menu bar, go to Setup > Integration > Manage Integrations > New.
2. On the Integration screen,  enter a Name.

   We recommend 'Compleat Connector'.

3. In the State drop-down, click Enabled.
4. In the Authentication tab, click Token-Based Authentication.

   The User Credentials option is for if you want the user to also be able to log in with standard username/password authentication.

5. Click Save.

6. A confirmation message is displayed, along with an Application ID, Consumer Key, and Consumer Secret.

   Make a note of these values.

   You can't return to this screen later, so make sure you save the values somewhere they won't get lost.

3. Set up Users/Roles for Token-Based Authorization

1. From the top menu bar, go to Setup > Users/Roles > Manage Roles > New.
2. Give your role a Name, such as 'Compleat Integration for Accounting Center'.
3. Under Subsidiary Restrictions, click SELECTED, and choose the subsidiaries this role needs access to.

   To choose multiple subsidiaries, left-click and select CTRL, then tick ALLOW CROSS-SUBSIDIARY RECORD VIEWING.

4. Go to Permissions > Setup and give the role access to User Access Tokens and SOAP Web Services.

5. Under Lists give your role the following access:

   Accounts – View Access

   Subsidiaries – View Access

   Tax Records – View Access

   Vendors – View Access

   Departments – View Access

   Classes – View Access

   Currency – View Access

   Locations – View Access

   Entity Bank Details – Full Access (This is custom, so might be differently named)

6. Under Setup give your role the following access:

   Manage Accounting Periods

   Accounting Lists

7. Under Transactions give your role the following access:

   Bills – Full Access

   Pay Bills – View Access

   Enter Vendor Credits – Full Access

   Make Journal Entry – Full Access

8. Save the role.

9. In the top menu bar, go to Lists > Employees > Employees > New.

10. Enter the new employee (user) details, with the name 'Compleat Integration'.

    Give them the relevant subsidiary (company) access.

    In the Access tab, give them the new 'Compleat Integration' role.

11. Save the user.

 

4. Access your Token ID and Token Secret

1. In the search bar at the top, search for tokens. The Access Tokens page opens.
2. Click New Access Token.
3. In the Access Token screen, enter an Application name.

   We recommend 'Compleat Connector'.

4. In the User drop-down, select the user.
5. In the Role drop-down, select the role.
6. (Optional) Edit the Token Name if you wish.
7. Click Save.
8. A confirmation appears, along with the Token ID and Token Secret.

   Make a note of these values.

   You can't return to this screen later, so make sure you save the values somewhere they won't get lost.

5. Access your Account ID

1. In the top menu bar, go to Setup > Integration > Web Services Preferences.
2. On the Web Services Preferences screen, make a note of your Account ID.

 

Connect iCompleat to NetSuite

Before you connect iCompleat to NetSuite, you need to follow the steps above to Access your NetSuite tokens.

When you have your tokens, connect iCompleat to Netsuite by following these steps.

1. On the iCompleat homepage, click Configuration.
2. Click Company.
3. Go to Connection.
4. Next to Connect to a new finance system, click Connect.
5. Click NetSuite.
6. Enter your NetSuite access tokens.

   Go to Access your NetSuite tokens if you haven't got these.

   
7. Select which account types you'd like us to cache from the drop-down.

   All is selected by default.

8. Click Test connection.
9. When the connection test is successful, click Connect.
10. Select the features you use in NetSuite, and click Save.

    Our recommended options are selected by default.

    
11. It may take a few seconds while iCompleat collects some data from your finance system.
12. When you're connected, NetSuite is shown as your connector.

That's it! iCompleat will now pull reference data information like suppliers, account codes, and tax codes from your finance system, and is ready to start automatically posting approved invoices to NetSuite.

 

 Still got questions? Comment below and let us know how we can improve this article.