Which fields will the integration import from NetSuite?

Product Team

01 March 2022 08:59
Updated

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.

Related articles