Set up the Oracle NetSuite integration

Explore our API integration with Oracle NetSuite

Oracle NetSuite is an online service that enables companies to manage all key business processes, in a single system.

Before you can access data from your clients using Oracle NetSuite for their accounting, you need to set up an Oracle NetSuite integration in the Codat Portal. You'll need to:

• Enable your Oracle NetSuite integration in the Codat Portal.
• Set up your client as a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. and send them the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL to access their accounting data.

Configure the Oracle NetSuite integration

Oracle NetSuite does not require any global credentials for accessing the APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms.. Instead, your clients will be asked to install a bundle containing configuration for the Codat integration. Specifically, the bundle contains a script that is used to get or update certain types of data (e.g. attachments) and an integration record to enable the linking process. When linking, if the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. has not yet installed the bundle, it will be redirected to a page containing information about the installation process.

To install bundles on their account, the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. must have the Administrator role or the relevant permission to allow bundle installation.

Unmanaged bundles

Codat's bundles are referred to as unmanaged bundles in Oracle NetSuite. This means that with any potential bundle updates in the future, you will have to let your clients know that they will have to upgrade their bundles to the new version individually on their accounts.

1. Log in to the Codat Portal.
2. On the navigation bar, select Settings > Integrations > Accounting.
3. Find Oracle NetSuite then select Set up to view the Integration settings page.
4. Choose what type of access to companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. data you want to have for this integration: one-off or continuous. For help, see Sync settings.
5. Click Save.

Enable the Oracle NetSuite integration

1. In the Codat Portal, go to the Accounting integrations page.
2. Locate Oracle NetSuite and click the toggle to enable the integration.

You can also click Manage to view the integration's settings page, and then enable the integration from there.

Set up a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. for your client

You can set up a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. that represents your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. customer in one of two ways:

1. In the Codat Portal, navigate to Companies > Add new companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources., enter a name for your client's companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. and select Add. This approach might be especially useful when you are testing your solution during build.
2. Make a call to our APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. using the Create company endpoint, passing the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.'s name and description as parameters.

In both cases, you will receive a LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL in response. Send this to your client so that they can log in to their Oracle NetSuite account to confirm the connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform.. They will need to Allow the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. App to access Oracle NetSuite data and then choose the Production account.