ERP

NetSuite

Connect Solvimon to NetSuite to import your customers, subsidiaries, and items, and to push finalised invoices to NetSuite with tax and revenue recognition data.

Prerequisites

  • An active NetSuite account.
  • To sync VAT and revenue recognition information per invoice line, the SuiteTax and Revenue Recognition NetSuite modules must be enabled.
  • For Commitments, Discounts, or One Off invoice lines to be synced, specific items need to be created for Solvimon to post the amounts for those lines. The items must be of the type Service For Sale.

Solvimon will still send the VAT information and revenue recognition dates when syncing invoices, but NetSuite will not consume that information if the above modules are not enabled.

Connect Solvimon to NetSuite

To enable the integration, you create an integration record and a certificate in NetSuite, then configure the connection in Solvimon.

1

Create the integration in NetSuite

Create an integration record:

  1. Log in to NetSuite.
  2. Navigate to Setup → Integration → Manage Integrations → New.
  3. Fill in:
    • Name: e.g. Solvimon Integration
    • (Optional) Description
  4. Under Authentication:
    • Enable OAuth 2.0, with Client Credentials (Machine to Machine) Grant
    • Disable all other authentication options
    • Add Restlets and Rest Web Services to the Scope
  5. Click Save.

After saving, NetSuite generates a Client ID. You’ll need this later in Solvimon.

2

Generate and upload the security certificate

This certificate allows Solvimon to authenticate securely with NetSuite.

The private certificate file acts like a password. Anyone with access to it can authenticate to NetSuite.

Generate the certificate (on your computer)

On macOS / Linux, open Terminal and run:

Generate certificate
$openssl req -new -x509 -newkey rsa:4096 \
>  -keyout private.pem \
>  -out public.pem \
>  -nodes \
>  -days 730 \
>  -sha256 \
>  -sigopt rsa_padding_mode:pss \
>  -sigopt rsa_pss_saltlen:64

When prompted:

  • You may leave most fields blank

  • For Common Name (CN), enter:

    solvimon-netsuite-m2m

After completion, you will have two files:

  • public.pem: uploaded to NetSuite
  • private.pem: uploaded to Solvimon (keep secret)

Reach out to Solvimon’s support team if you would like Solvimon to generate the certificates on your behalf.

Upload the certificate to NetSuite

  1. In NetSuite, go to Setup → Integration → OAuth 2.0 Client Credentials (M2M) Setup.
  2. Click Create New.
  3. Fill in:
    • Entity: select the user/entity that owns the integration
    • Role
    • OAuth 2.0 Application: select the integration created in Step 1
    • Certificate: upload public.pem
  4. Click Save.

Your NetSuite integration is now authorised to use certificate authentication.

3

Enable the integration in Solvimon

  1. Log in to Solvimon.
  2. Navigate to Settings → Integrations → Add Integration → ERP → NetSuite and click Connect.
  3. Enter the following details from NetSuite:
    • NetSuite Account ID: retrieve this from the URL of your NetSuite instance (e.g. https://1234567.app.netsuite.com/..., where 1234567 is the ID), or in NetSuite under Setup → Company → Company Information, field Account ID.
    • Consumer Key: from the integration record created in Step 1.
    • Certificate ID: from the certificate record created in Step 2.
    • Certificate Private Key: upload private.pem.
  4. Save the configuration.

4

Configure and enable workflows

Once authenticated, open the configurations tab to enable the workflows you want to run against your NetSuite environment.

One of the input fields that requires configuration is the Company-Language (e.g. “en”, “es”, “fr”).

The supported out-of-the-box workflows are listed under configuration; if you don’t see the one you’re looking for, reach out to your Customer Success Manager or Support Team.

You can disconnect the integration at any point from Desk.

Data flow

WorkflowDirectionTrigger
Import customersNetSuite → SolvimonManual
Import billing entitiesNetSuite → SolvimonManual
Import productsNetSuite → SolvimonManual
Export invoicesSolvimon → NetSuiteAutomatic or manual, on invoice finalisation

You can import your Customers from NetSuite to Solvimon to speed up your onboarding process.

Every Customer entity in NetSuite is treated as a Customer in Solvimon, with the following mapping:

NetSuite Customer FieldSolvimon Customer Field
Company NameLegal Entity Name
Address CountryCountry
EmailBilling Email Address
Address 1Address Line 1
CityCity
StateState
ZipPostal Code
Tax Registrations.Tax Registration NumberVAT number

All Contacts from a NetSuite Customer are synced as Contacts in Solvimon.

You can import details of your NetSuite Subsidiaries as Solvimon billing entities.

You can add more than one Billing Entity to your platform. To be valid for invoicing in Solvimon, every Billing Entity needs the following:

  • Name
  • Tax ID
  • Address
    • First line
    • Postal code
    • City
    • Country (read more about supported locales and country code usage)

The integration syncs the following information from NetSuite Subsidiaries:

NetSuite Subsidiary FieldSolvimon Billing Entity Field
Subsidiary NameBilling Entity Name
Address Line 1Address Line 1
ZipPostal Code
CityCity
CountryCountry

Items configured on your NetSuite account can be synced to Solvimon. The items are created in the Products section of the settings menu under the category NetSuite Item Imports.

This includes the product line items defined in the ERP along with their metadata, i.e. the NetSuite Item ID.

Currently, Solvimon only pulls the NetSuite Items of the type Service Sale. If your items are configured under a different type, reach out to the Customer Success or Support team to discuss new import types.

Whenever an invoice is finalised in Solvimon, it is pushed to NetSuite, either manually or automatically.

If the Customer being invoiced does not exist in NetSuite, Solvimon creates the Customer before syncing the invoice.

Each Product is treated as a line item in the NetSuite invoice, along with its net amount, tax amount, and gross amount.

Solvimon also pushes the Tax Type and Tax Code for each invoice line, depending on the tax scenario. The Tax Type and Code IDs can be given as an input on the Connect Portal, on the Export Invoices to ERP workflow:

Next to the Tax Types/Codes, the items created to represent the Commitments, Discounts, or One Off lines should also have their IDs added as input in the configuration:

The invoices are synced with the following mapping:

Solvimon Invoice FieldNetSuite Invoice Field
CustomerCustomer
Billing EntitySubsidiary
Invoice DateDate
Due DateDue Date
CurrencyCurrency
Internal IDMemo
PO NumberRef No
item.Service Period Start DateRevenue Recognition Start Date*
item.Service Period End DateRevenue Recognition End Date*
item.NameDescription
item.Amount Excluding TaxAmount
item.Tax AmountTax Amount
item.Tax Rate**Tax Rate
item.Tax Type**Tax Type
item.Tax Code**Tax Code

* Only consumed by NetSuite if the Revenue Recognition module is enabled.

** Based on the input values in the configuration portal. Only consumed by NetSuite if the SuiteTax module is enabled.

To get the most value from the integration, follow these steps:

  1. Import your customers from NetSuite to Solvimon.
  2. Use Solvimon to create draft invoices.
  3. Review and edit invoices in Solvimon Desk as needed.
  4. Finalise and send invoices to customers using Solvimon.
  5. Invoices are synced to NetSuite for revenue recognition and general accounting.

Synchronisation is trigger-based by default. If you need custom triggers, reach out to your sales executive.