As a partner, our innovative, cloud-based Time and Expense software integrates directly with NetSuite to make your Time and Expense reporting processes easier. Improve your bottom line with the power and flexibility you need to streamline your labor, project and expense reporting processes.
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Integration Mapping
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NetSuite Setup
Setup user, lists employee – new;
To give access rights you need to click on edit then access and then add roles.
Setup Company
Click on setup, company ,
Enable features ; suite cloud ; make sure CLIENT SUITESCRIPT and SERVER SUITESCRIPT are checked
Make sure CREATE BUNDLES WITH SUITEBUNDLER is checked under
SuiteBundlerWEB SERVICES under SuiteTalk (Web Services) is checked
Create NetSuite Web Service Application ID
Click on the setup – integration and then new. Under authentication, you need to check user credentials and/or token-based authentication (it depends on the client preference)
Create DATABASICS post application.
Once the DATABASICS application is installed in NetSuite, then DATABASICS team will configure DATABASICS AgentHub and NetSuite Service WebServices Module to connect with NetSuite.
To get Account ID from NetSuite you would need to go to Web Services Preferences
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Install DATABASICS application in NetSuite
Install; go to customization and then type in DATABASICS in the keywords and pull the DATABASICS app from their app store.
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2. Click the install and then install bundle
3.Once installed, you will see DATABASICS menu item and then you need to go to DATABASICS setup
4. Configure Setup
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Customer ID - it will be provided by DATABASICS
REMOTE AGENT ID & TOKEN - it available in Admin Data Piping → Remote → Remote Agent
WEBSERVICES TOKEN - it will be provided by DATABASICS
NOTE: Always reference NetSuite documentation.
Viewing, Editing, Creating, and Revoking TBA Tokens
You can see a list view of tokens in your system.
To view tokens:
Go to Setup > Users/Roles > User Management > Access Tokens
The Access Token page displays.
Actions you can take from this page include:
Click View to open the Access Token page and review the details of a specific token.
Click New Access Token to open the Access Token page and create a new token.
Click Edit to open the Access Token page and:
Edit specific details about the token, or
Click Revoke to revoke the token.
Open the Filters panel to select a value for Revoked status (All, Yes, or No).
Click Search at the top right corner of the Access Tokens page.
Regenerating a Consumer Key and Secret in NetSuite
If you no longer have the consumer key and secret for an integration record that was created in your NetSuite account, you can regenerate them. Be aware that when you reset these credentials, the old ones are invalidated.
At the same time, even after you reset the consumer key and secret, you can still use a token and token secret that were created with the original consumer data. But they must be used with the new consumer key and secret.
If the record was installed in your account through bundling, you cannot reset the credentials. The credentials can be reset only by an authorized user in the NetSuite account where the record was create
To regenerate a consumer key and secret:
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Go to Setup > Integration > Manage Integrations.
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Select the record for which you want to generate a new consumer key and secret.
The record opens in view mode.
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Click the Edit button.
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Click the Reset Credentials button.
The system displays a popup message asking if you are sure you want to reset the credentials.
Click OK.
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WebService Account with Token
To get the Account ID from NetSuite, go to Company Information:
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Enable SOAP WEB SERVICES & REST WEBSERVICES
Setup → Company --> Enable Futures ---> go to tab SuiteCloud--> go down Enable SOAP WEB SERVICES and REST WEBWERVICE
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Setup a Web Service Role to access Manage Roles under Setup and setup a role for Web Service User that you will use.
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Setup a user and assign the user to the role that was created in the above step.
Set up Consumer Key and Access Token
Setup the Consumer Key: Setup--> Integration --> Integration Management --> Create Integration Record to get the CONSUMER KEY and CONSUMER SECRET.
Make sure to check Check TOKEN-BASED AUTHENTICATION and uncheck OAuth 2.0
Call it DATABASICS
Make sure to save the information in safe place.
NOTE: You get an Application ID from the Integrations list.
Create Access Token ID and Secret: Setup--> User/Roles --> Access Token
DATABASICS will create a token for the Integration Record and select the WEB Service User created in the above steps.
TOKEN ID and TOKEN SECRET
Make sure to save the information in safe place.
NOTE: Always reference NetSuite documentation.
Setup Connectors
With the NetSuite Client ID, the DATABASICS team will configure DATABASICS MiniService Connectors and dbNetSuitePostService to Post Time, Expense, GL and AP to NetSuite.
DATABASICS will provide the following details as required:
Customer ID
REMOTE AGENT ID & TOKEN
WEBSERVICES TOKEN
Information Required to connect to Netsuite
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NetSuite References
NetSuite Help Center - NetSuite - Get Started (oracle.com)