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.
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; using Brex as a keyword, search for the Brex bundle and install it.
Step 6: Return to the home page and look for Manage Access Tokens under Settings near the bottom of the page.
Step 7: Click the blue button marked New My Access Token; select Brex from the dropdown for Application Name, and your Token Name.
Step 8: Click Save and then copy the Token ID and Token Secret created by NetSuite into the matching fields in the Brex dashboard.
Step 9: 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: You need to change a dash to an underscore and capitalize any letters after the underscore, i.e. 1234567-sb1 should be entered into Brex as 1234567_SB1.
Step 10: Review and confirm your token ID, token secret, and account ID before clicking Connect.
Step 11: On the Brex dashboard, select which subsidiary you'd like to export transactions to (if you don't have subsidiaries, or if you only have one subsidiary, no action is required).
Step 12: If your preferred journal entry form is a custom form, you'll need to edit it before proceeding. Go to Customization > Forms > Transaction Forms and find your preferred custom journal entry form.
Click Edit next to the journal entry.
On the Custom Transaction Form page, click Screen Fields > Lines. Find the two custom line fields you just installed–Receipt URL and Created From–and select the Show checkboxes next to them. Click Save.
Step 13: Enter your NetSuite account information for your Accounts Payable, Bank Account, and Rewards credit redemptions.
Note: If nothing appears immediately in the dropdown menus, please wait 1-2 minutes before refreshing the page and checking again.
Step 14: Click Back to NetSuite accounting mapping and map each Brex category to a NetSuite account–Departments, Locations, Merchants, and Custom Rules are all optional.
Note: If you're not seeing Departments and Locations, make sure you've set up departments and location under Team on the left side of the dashboard. Assign each Brex cardholder to a department and location under the Users.
Step 15: Once you've mapped your Categories, Departments, Locations, and created any Merchant or Custom Rules you'd like, click Review and Export and push transactions into a journal entry in NetSuite.
What's next? Read: How do I export a transaction to a journal entry in NetSuite?.