Set up the Oracle NetSuite integration

Explore our API integration with Oracle NetSuite.

Oracle NetSuite is an online service that enables companies to manage all key business processes, in a single system.

Before you can access data from your clients using Oracle NetSuite for their accounting, you need to set up an Oracle NetSuite integration in the Codat Portal. You'll need to:

  • Enable your Oracle NetSuite integration in the Codat Portal.
  • Set up your client as a company in the Portal and send them the Link URL to access their accounting data.

Enable your Oracle NetSuite integration

Note that Oracle NetSuite does not require any global credentials for accessing the API. Your clients will be asked to install a bundle with the integration configuration. The bundle contains a specific script used to get or update certain types of data (e.g. attachments), and an integration record to enable the linking process. When linking, if the company has not yet installed the bundle, it will be redirected to a page containing information about the installation process.

To install bundles on their account, the company must have the Administrator role or the relevant permission to allow bundle installation.

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Unmanaged bundles

Codat's bundles are referred to as unmanaged bundles in Oracle NetSuite. This means that with any potential bundle updates in the future, you will have to let your clients know that they will have to upgrade their bundles to the new version individually on their accounts.

  1. Log in to the Codat Portal.
  2. On the navigation bar, select Settings > Accounting.
  3. Find Oracle NetSuite and select the Manage button next to it.
  4. Choose what type of access to company data you want to have for this integration: one-off or continuous. For help, see Sync settings.
  5. Save your settings.
  6. Go back to Integrations > Accounting, and use the toggle to update the Oracle NetSuite integration from Disabled to Enabled. You can also enable this integration directly from its Integration settings page.

Set up a company for your client

  1. Under the Companies tab, select Add new company.
  2. Enter a name for your client's company and select Add.
  3. Copy the URL and send it to your client. They will be asked to log in to their Oracle NetSuite account to confirm the connection. They will need to Allow the Link App to access Oracle NetSuite data and then choose the Production account.