For businesses that use Oracle Netsuite, Order.co offers a direct integration of invoices and credit memos. See your fully coded invoices as soon as they post! You can also use the integration to easily add your accounting codes to your Order.co account.
Requirements for Integration
To set up the integration, you will need the following:
- A licensed NetSuite user account
- NetSuite Administrator level permissions to complete the installation. Instructions are found below.
- Enable SuiteCloud for your NetSuite account
Linking your NetSuite account
- Navigate to Accounting Integrations. Click Get Started, Select the “Oracle Netsuite” tile and click Continue.
- The next few pages include detailed instructions for enabling the integration in your NetSuite account. Each page has helpful links to NetSuite resources!
At the end of the setup guide, you will be asked to sign in to NetSuite to complete the connection. - Once you complete the integration setup, you will be directed back to the Accounting Integrations page. You’ll see that your NetSuite account is now listed. If you have multiple entities in NetSuite, you can link those as well!
Mapping Your Codes
Invoices must be fully coded to post successfully to NetSuite. If you have not yet added accounting codes to your Order.co account, you can use the integration to push codes from Netsuite into Order.co!
First, you will need to create a code category, which should match your Netsuite Accounts or a Tracking Category. You can do so from the Coding page under Manage Organization>Company. Code categories can be created without adding codes, but are required to complete any mappings.
Then, return to the Integrations page and click Manage code mappings to start adding codes.
Order.co must be set up as a Supplier before invoices will post in NetSuite. Opening the Suppliers mapping will prompt you to map Order.co as a vendor to Order.co in your list of suppliers.
Once you've completed the supplier setup, choose one of your NetSuite categories and click Start mapping. You will be prompted to pick an Order.co code category to map to your tracking category.
Once you've selected the code category, you can either begin mapping codes or adding codes directly from NetSuite! To add a new code, select the NetSuite code on the left and then click Add code to Order.co. This will save the code to the Order.co code category and save the mapping. To map existing codes, select your Netsuite code on the left and the corresponding Order.co code on the right and click Add!
Completing the Integration
Before posting invoices to NetSuite, you must update your Integration settings under Payments & Billing > Integration Settings. Check the box to finish setting up your integration and click Update.
Once you have completed the integration, Invoices and Credit Memos will post automatically into Netsuite on the morning of the invoice issue date. To see when your next invoice will be posted, check the Invoices Page for your billing cycle information. Invoices that post successfully will appear with a "Posted" badge.
Important information about our NetSuite Integration
- At this time, Order.co is not accepting payment through Netsuite. Users will need to pay invoices directly on the platform, or remit payment via ACH, then mark the bill paid in Netsuite. Invoice numbers can be found in the memo section of each bill.
- Users will need access to the Invoices Page and accounting codes in order to set up this Integration. For more information about Accounting Codes, the Billing Page, and Paying Invoices, please visit our Help Center for the relevant articles.
- After Adding or Deleting codes in Netsuite, always check the Integration page for new or interrupted mappings.
- An invoice with missing codes will not post to Netsuite. If an invoice fails to post, the Order.co team will reach out with next steps.
- NetSuite has code-level permissions that may hide codes from our integration. If you don't see a code appear in the Netsuite code dropdown when mapping, please check that the code has no restrictions on it in NetSuite.
If you need help with your integration, please reach out to our Support team at support@order.co!
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