Why aren't my transactions exporting to NetSuite?
If you don't see your Brex transactions in NetSuite after manually exporting them from the Brex dashboard, please try the troubleshooting steps below.
Step 1: Check that you have admin permissions in NetSuite–if you don't, ask your NetSuite admin to create the access token required to set up the integration with NetSuite, or have them grant you admin access.
Step 2: Check that you've mapped all three of the Settings categories on the Integrations tab of the Brex dashboard, including Accounts payable, Bank account, and Rewards credits.
Step 3: Check that you haven't mapped one of the Brex categories to a deleted category on NetSuite.
In your Brex dashboard, click Integrations and then Manage next to NetSuite. Look at the Categories section to ensure that there are no red exclamation marks next to a mapping. If you see one, refresh your categories and re-map the broken mappings before trying to export again.
Step 4: Click Review & Export to check that you have no conflicting rules.
These are transactions with multiple custom rules applied to them. To export the transactions, Brex needs to know which conflicting custom rule(s) should be ignored. Click the X on the rules you want to ignore (you can always reapply them).
Step 5: Confirm that Receipt URL and Custom Fields are enabled on NetSuite.
Check by going to Transactions > Financial > Make Journal Entries. You should see both fields in the Lines section if they're enabled. If you're using a custom form and don't see the fields, you can fix this issue by going to Customization > Forms > Transaction Forms. Find the preferred journal form and click Edit > Screen Fields > Lines. Find the Receipt URL and Created From fields and click the Show checkboxes next to them. If there are no checkboxes visible, try clearing your browser's cache, log out, and log back in.
Step 6: Confirm that the books for the period you are trying to export have not been closed.
Step 7: Confirm that you haven't previously exported transactions to a CSV file–only one type of export is allowed, via integration or CSV. Please check your downloads, or speak with someone on your team that may have done so.
If you're still having issues, please reach out to Brex Support via your dashboard.