NetSuite integration guide

Brex’s direct integration with NetSuite provides real-time visibility into financial data. We’ve made it easier to customize financial data across all fields and workflows, manage spend across unlimited business entities, and export all types of financial data as journal entries to your NetSuite instance.

Integrating NetSuite with Brex saves hours of manual labor by importing your chart of accounts — including departments, locations, vendors, and classes. The integration also allows you to leverage a series of mapping rules to auto-categorize all transactions.

Whether your company currently uses NetSuite to manage transactions, or you are considering it as a future option, this guide walks you through the entire setup process to start syncing Brex transactions with NetSuite.

Step 1: Considerations

If you haven’t already, determine whether the NetSuite integration is right for you.

Step 2: Preparations

Your respective NetSuite admin will first need to install the Brex bundle from SuiteBundler. After enabling token-based authentication and SOAP web services, a token ID and token secret can be generated by a NetSuite admin and entered in Brex. To create a custom role instead of using the admin role, read How do I create a NetSuite custom user role for Brex?.

Step 3: Setup instructions

Follow the instructions in How do I set up the NetSuite integration? to get started on your integration setup.

Step 4: Extra steps for Brex Empower customers

Enable multiple entities and default fields. Multiple entities lets you import multiple entities or subsidiaries from NetSuite to use for intercompany accounting. Default fields input a set of default credentials that will be used during exports, which will help you avoid errors caused by not inputting a value for departments, locations, vendors, or memos (all of which are mandatory).

Decide whether you want to enable custom fields. If you do, request access to the feature from your dedicated relationship manager and, once enabled, follow the steps here: How do I set up custom fields for NetSuite?.

Step 5: Customize how NetSuite data maps with Brex transactions

• Category mapping: Match the transaction type from Brex’s 48 default options.

• Vendor mapping: Map merchants.

Step 6: Merchant rules

(Skip this step if you’re on Brex Empower)

Set up merchant rules. These are used to make sure that a particular merchant is mapped to a preferred GL account.

Step 7: Custom rules

Put custom rules in place to control how your mapping applies. Custom rules allow you more control over what criteria can cause a transaction to map to a particular category.

Step 8: Enable reimbursements

(Skip this step if you’re on Brex Empower)

Brex Classic customers can enable reimbursement syncing to save time reconciling expenses.

Step 9: Bill pay

Set up bill pay to sync your bills with NetSuite automatically.

Step 10: Export transactions

Start exporting your transactions as journal entries. Follow our guide on How do I export a transaction to a journal entry in NetSuite? for the complete process.

Note: You can find your exported Brex transactions in NetSuite at any time by following the steps in Where will I see my Brex transactions on NetSuite?

Your NetSuite integration setup is now complete. If you run into any trouble, please refer to the article I need help troubleshooting my NetSuite integration.