How do I set up the NetSuite integration?
Admins and bookkeepers can integrate their Brex account with NetSuite by following the steps below.
Step 1: Click Integrations on the left side of your Brex dashboard.
Step 2: Click Connect under NetSuite and follow the prompts, which are also included here below.
Note: Please ensure that you're not already integrated with another accounting software. To disconnect from your previous software, please see How do I disable my existing integration and set up a new one?.
Step 3: Sign in to your NetSuite account and navigate to Setup > Company > Enable Features > SuiteCloud.
Step 4: In the same tab (SuiteCloud), navigate to the SuiteTalk section to make sure that Soap Web Services is checked, and that token-based authentication is checked under Manage Authentication.
Step 5: Navigate to Customization > SuiteBundler > Search & Install Bundles. Once on the page, search for “Brex” and install the bundle.
Step 6: Navigate to Customization > Forms > Transactions Forms. Find the journal entry format you use and click Edit.
Step 7: Once on the page, navigate to Screen Fields, and select the subtab Lines.
Step 8: Scroll down and make sure both Receipts URL and Created From are selected.
Step 9: Return to the home page and look for Manage Access Tokens under Settings near the bottom of the page.
Step 10: Click the blue button New My Access Token. Select Brex from the dropdown for Application Name, and choose a Token Name.
Step 11: Click Save and then copy the Token ID and Token Secret created by NetSuite into the matching fields in the Brex dashboard.
Note: If you have not been following along through the setup screen in Brex, or if you have been signed out of Brex, then you will need to initiate the connection process for NetSuite described in Steps 1 & 2. Click through until you reach the screen with fields for your Token ID and Token Secret.
Step 12: Enter your NetSuite account ID. You can find this either through Setup > Company > Company Information, or displayed at the beginning of your URL when you're on the account page.
Note: If you are connecting a sandbox environment, you need to change a dash to an underscore and capitalize any letters after the underscore, e.g., 1234567-sb1 should be entered into Brex as 1234567_SB1.
Step 13: Review and confirm your token ID, token secret, and account ID before clicking Connect.
Step 14: In the Brex dashboard, select the entity you would like to connect to NetSuite. We will bring in the GL accounts, departments, locations, vendors, and more associated with this entity. All transactions will post to this entity by default. If you don't have subsidiaries, no action is required.
Step 15: If you have additional subsidiaries, select the subsidiaries you’d like to connect to in Brex. We will bring in the departments, locations, vendors, and more associated with these subsidiaries. Transactions will be posted to these subsidiaries upon export via automated intercompany journal entries. Click Done to finish setup.
Managing your integration
After completing your connection, you will be in the Settings page for your NetSuite integration. You can also access this page by going to Integrations > NetSuite > Manage.
Step 1: Enter your NetSuite account information for your Accounts Payable, Bank Accounts, and Rewards credit redemptions.
Step 2: Click the Mappings menu to map fields in Brex to your fields in NetSuite. For example, click on GL Accounts to map Brex Categories to your GL Accounts in NetSuite.
Note: The values for your Entities, Locations, Departments, and Cost centers are set up on the Team page, where they can either be added manually or via a supported HRIS integration.
Step 3: Once you've mapped your Accounting Fields, click Review and export to view your transactions that can be exported to NetSuite. Click on a transaction to further edit the details and review for any missing information.
What's next? Read: