Preserve your accounting structure—from card swipe to closed books—with Divvy’s NetSuite integration. We do what any responsible software company would: start with your chart of accounts and fully customize Divvy to match.

The integration is set up within our app. It's important to note that a NetSuite administrator is required in order to integrate NetSuite with Divvy.

View the NetSuite integration FAQ.

See below for steps on how to integrate NetSuite to Divvy.

Table of Contents

  1. Integration setup

  2. Syncing receipts

  3. Configuring your integration


Initial Integration Setup

Authentication

  1. In the Divvy Navigation Menu, click the Integrations link.

2. In the Available Integrations section [1], find the NetSuite integration. Then click the Connect button [2]. This launches the connection wizard, which will walk you through connecting NetSuite to Divvy. Be careful not to rush through this. Each step is critical to a proper connection. Errors or skipped steps will cause the integration to not work properly.

3. Enable token-based authentication (TBA) - Follow the in app wizard to complete this step.

  • In NetSuite, click the Setup menu, select the Company option, and click the Enable Features option.

    Enable Features

  • Click the SuiteCloud tab, which is located on the secondary horizontal navigation bar.

    SuiteCloud Tab

  • Scroll to the Manage Authentication section and click the Token-Based Authentication checkbox.

    Enable Token Based Authentication


    Note: You may have enabled this for a previous integration so it may already be checked.

Create New Role & Assign Permissions

  1. In NetSuite, click the Setup menu and select the Users/Roles option. Then click the Manage Roles option and select the New option.

    Create New Role


    Note: When creating the role you may run into an option to choose a "center type". This is a default permission schema you may have from creating previous roles. You don't need to set this as you will set the permissions explicitly. If you are forced to, you can select any of the options and then adjust the permissions in the following steps.

  2. Name the new role "Divvy Integration Role."

    Divvy Integration Role

  3. In the Subsidiary Restrictions section, select the All option.

4. Under Permissions, add permissions for Bills, Make Journal Entry, and Pay Bills. Set all levels to "Full". Include all the lists you are using to track credit card transactions in NetSuite.

Add Permissions

5. In the Lists tab, add permissions for Accounts, Documents and Files, Subsidiaries, and Vendors as well as Classes, Departments, and Locations if applicable to credit card and bill pay journal entries. (Custom fields are not yet supported.) Set all levels to "Full".

Add Permissions to List

6. In the Setup tab, add Custom Fields, SOAP Web Services, and User Access Tokens. Set levels to "Full".

Add Additional Permissions

7. Click the Save button.

Save Permissions

Assign New Admin Role

  1. Click the Setup menu, select the Users/Roles option, and click the Manage Users option.

    Manage Users

  2. Select the admin user who will be making journal entries in Divvy.

    Select User

  3. Click the Access tab, find the Role section, and click the Edit button to assign the “Divvy Integration Role” to your selected admin. Then click the Add button to save the assignment.

    Assign the Divvy Integration Role

  4. Click the Save button to save to apply the new role to the admin.

    Save Role

Create Integration Record

  1. Click the Setup menu, select the Integrations option, and then select the Manage Integrations option. Then click the New option.

    Add New Integration

  2. In the Name field, enter “Divvy Integration.” In the State field, select the Enabled option. Click the Token-Based Authentication checkbox.

    Integration Settings

  3. In the OAuth 2.0 section, make sure the Authorization Code Grant is unchecked.

    Disable AUTHORIZATION CODE GRANT

  4. In the Callback URL field, enter “https://app.divvy.co/.” Then copy the URL.

    Enter URL

  5. Click the Save button. Do not navigate away from this page. Doing so will reset the keys and require you to repeat this step.

    Save

  6. Copy the values from the confirmation page and paste them into the connection wizard in Divvy.

  7. In NetSuite, open the Setup menu, select the Company option, and then click the Company Information option.

    Open Company Information

  8. Copy the Account ID and paste it into the connection wizard in Divvy.

    Paste Company ID

Create Access Token

  1. Click the Setup menu and select the Users/Roles option. Then click the Access Tokens option and select the New option.

    New Access Token

  2. Select the Integration Record, User, and Role created or referenced in the previous steps.

    Select Integration Record, User, and Role

  3. Click the Save button. Do not navigate away from the confirmation page. Doing so will reset the keys and require you to repeat this step.

  4. Copy the values from the confirmation page and paste them in the connection wizard in Divvy.

    Save


Syncing Receipts

To sync receipt images from Divvy to NetSuite follow the steps below.

Note: Enabling receipts sync may incur extra costs from NetSuite.

  1. First, open a new tab in your browser and log in to NetSuite as an administrator

  2. Download the RESTlet script that will be added to NetSuite.

  3. In the Customization menu, select the Scripting option and then the Scripts option. Then click the New option.

    New Script

  4. Click the Script File drop-down menu, and select the New option.

    New File

  5. Leave the File Name field blank.
 Click the Choose File button and upload the RESTlet file downloaded from Step 1. Then click the Save button.

    Upload RESTlet File

  6. Click the Create Script Record button.

    Create Script Record

  7. In the Name field, enter "Divvy RESTlet Script". Then click the Save button.

    Save Script

Create RESTlet URL

  1. Click the Deploy Script button.

    Deploy Script

  2. Click the Status drop-down menu and select the Released option.

    Released Status

  3. In the Audience tab, find the Roles section and click the Select All checkbox.

    Select All Roles

  4. Click the Save button.

    Save Script Deployment

  5. Copy the External URL and paste in the field to the right of the text.

    Copy and Paste URL

Configuring your integration

View this article for step-by-step instructions for configuring your NetSuite integration.

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