The following fields are imported to Soldo from your NetSuite account by default:
|
Name in NetSuite |
Name in Soldo |
Details |
|
Account |
NetSuite Category |
Import only codes of Expense type (eg. ‘Expense’, ‘CostOfGoodsSold’, and ‘OtherExpense’) and Accounts Payable |
|
Tax Rate |
NetSuite Tax Rate |
See: There’s an error with the NetSuite tax rate and I can’t export some transactions. How do I fix this? |
|
Location |
NetSuite Location |
NetSuite tracking code |
|
Class |
NetSuite Class |
NetSuite tracking code |
|
Department |
NetSuite Department |
NetSuite tracking code |
|
Name |
NetSuite Name |
Including tags from: Vendors, Customer, Project |
You can also import custom fields to Soldo from your NetSuite account. There's no limit to the number of custom fields that you can import.
Please note that the NetSuite Category, NetSuite Tax Rate, NetSuite Location, and NetSuite Department can each be set as mandatory in NetSuite. Soldo has no way of knowing if they’re mandatory in NetSuite and these settings will not be reflected in Soldo. If one or more of these fields is set as mandatory in NetSuite, you’ll need to assign a value for them before you can export the transaction to NetSuite.