In this article, we'll explore how to connect NetSuite and Finofo to enable data flow, allowing you to import your beneficiaries and bills from NetSuite to Finofo's platform.
Before connecting NetSuite with Finofo, you'll need to set up your General Ledger Accounts in NetSuite.
Setting up general ledger accounts
Please login to your NetSuite Chart of Accounts:
Go to Setup > Accounting > Chart of Accounts
Click "New" to create a new account
In this section, create your new account and assign an account number and currency in NetSuite.
💡 Tip: For optimal setup, create both USD and CAD Finofo accounts in NetSuite.
Navigate to Settings in the left dashboard and locate the Accounting section at the top of the page to access your Finofo account settings.
Click Accounting to open the integration portal where Finofo and NetSuite will be connected, allowing seamless data synchronization between both platforms.
After selecting 'NetSuite', there are several essential steps you'll need to complete.
Finofo - NetSuite connection
Step 1: Install the AccountLink NetSuite Bundle
To establish connectivity between Finofo and NetSuite, you'll need to install the AccountLink bundle.
As you open the connection window, click the installation link provided to begin the bundle installation process. (as shown below)
Select 'Install' on the AccountLink Bundle installation page, as shown in the screenshot below.
Review the bundle details and click 'Install Bundle' to proceed. This page shows custom fields, records, files, and other components that will be installed.
Once installed, you'll see the bundle on the installed bundles page.
After installing the AccountLink bundle, let's proceed to the next step in the setup process.
💡 Note: The initial connection status will show as pending - click 'Refresh' to update the status until it shows completed with a checkmark.
Step 2: Enable Required features
In this step, you will need to complete a few more settings before finalizing the integration. Click 'Enable Features Page' to open a configuration window.
Please navigate to the SuiteCloud tab as shown in the screenshot below.
Enable all required features in each subdivision carefully, making sure to check each box before proceeding. Review your selections thoroughly, then click 'Save' to apply these settings. These features are essential for proper integration functionality.
Step 3: Review the connection
Review the information and click 'Confirm', followed by 'Allow' on the final page.
Once complete, you'll see a confirmation screen on your Finofo platform indicating successful integration with NetSuite.
On the 'Accounting' tab, you can check the status of the integration.
💡 Tip
Need more help? Don’t hesitate to contact our support team at [email protected].