To add the NetSuite export connector, four Company Header fields need to be created first.
Create Company Headers
Select Settings and then the Header tab
Create Supplier ID Field
Click the Company Headers "+" icon
Enter a Header name "Supplier ID"
Change the Data Field Type to a "Sticky Field"
Click the "+" to add a Reference Header
Select "GST Number" and click the tick at the bottom right hand corner
Click to the tick to save the Field
Create Approver Field
Click the Company Headers "+" icon
Enter a Header name "Approver"
Change the Data Type to a "String"
Click to the tick to save the Field
Create Department field
Change the Header Type to "Table Headers"
Click the Company Headers "+" icon
Enter a Header name "Department"
Change the Data Field Type to a "StickyField"
Click the "+" to add a field for which the value can be associated
Select "Table Line Supplier Article Code" and then click the Tick at the bottom of the screen
Click to the tick to save the Field
Create GL Code field
Change the Header Type to "Table Headers"
Click the Company Headers "+" icon
Enter a Header name "GL Codes"
Change the Data Field Type to a "StickyField"
Click the "+" to add a field for which the value can be associated
Select "Table Line Supplier Article Code" and then click the Tick at the bottom of the screen
Click to the tick to save the Field
Set up NetSuite Connector
Select the Export tab then click on the "+" button located on the top right hand corner
Select "NetSuite" and click the tick button.
The NetSuite export connector will be shown as part of the list in the left hand, click on it to see the configuration window.
Configure the connection details and map the fields
The following fields are displayed by default,
Enter your NetSuite login details. Typically these are the Account number, an email address and user password. Role type should be set to 3.
Click on "+" button, to add the additional fields. Select all of the Company Header fields
Click on "+" button again and select "Table Header" from the drop down box, to add the additional table fields fields. Select all of the Company Header fields
Map the new fields by selecting the appropriate NetSuite mapping from the drop down
Set up sync fields
There are a number of fields that can be pre-populated from NetSuite
Click on the "+" next to the Sync Mapping title
Select all the fileds
The interval of the sync event can be customised
Save the settings by clicking on the Save Export Settings button
Set NetSuite as the Default Export
If NetSuite is to the default system to export invoices to, then select the General tab.
Select NetSuite from the drop down list in the Default Export field
