1. Make sure you have generated the token-based authentication keys in NetSuite.
The following tokens are required to setup the integration:
- Account ID
- Consumer Key
- Consumer Secret
- Token ID
- Token Secret
For more details on how to generate the token see: How do I enable NetSuite to support the integration?
2. Know which NetSuite subsidiary you’ll use for Soldo transactions.
When you set up the integration, you’ll need to connect your Soldo account with a single, dedicated NetSuite subsidiary. Make sure that the integration user has permission to access this subsidiary.
3. Ensure that this subsidiary contains a bank account for each currency you’re connecting.
When you set up the integration, you’ll need to connect a NetSuite bank account to each Soldo currency. You won’t be able to export a transaction unless you’ve connected its currency to a bank account in NetSuite.
4. Make sure you have an open accounting period set up in NetSuite
5. Know the names of the custom fields you’d like to import to Soldo.
You’ll be able to select custom fields from NetSuite to import to Soldo. Make sure that these fields are available for this subsidiary, that you know their names, and that they are valid fields for Journal Entry (i.e. they can be used to post Journal Entries through the NetSuite user interface).
Note: If you select an incompatible custom field, transactions might not be exported to NetSuite successfully.