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

First, make sure you're logged into NetSuite and Divvy as an Administrator to complete the setup.

From your Divvy dashboard, go to Settings > Integrations and launch the NetSuite connection wizard.

This wizard 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.

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

    1. Navigate to Setup > Company > Enable Features

      Enable Features

    2. Go to the 'SuiteCloud' tab that's located on the blue secondary horizontal navigation bar.

      SuiteCloud Tab

    3. Scroll down to the Manage Authentication section and check the box next to “Enable Token Based Authentication”.

      Enable Token Based Authentication


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

  2. Create a new role and assign permissions.

    1. Navigate to Setup > Users/Roles > Manage Roles > New

      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. Add the permissions below and set the permission levels to match your needs. Include all the lists you are using to track credit card transactions in NetSuite.

    4. Under Permissions, add permissions for Bills, Make Journal Entry, and Pay Bills. Set all levels to "Full".

      Add Permissions

    5. Next, under Lists, 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. Next, under Setup add Custom Fields, SOAP Web Services, and User Access Tokens. Set levels to "Full".

      Add Additional Permissions

    7. Click ‘Save’.

      Save Permissions

  3. Assign the new role to an Admin.

    1. Navigate to Setup > User/Roles > Manage Users.

      Manage Users

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

      Select User

      1. Under Access > Role, click ‘Edit’ to assign the “Divvy Integration Role” to your selected admin.

        Assign the Divvy Integration Role


        Then click ‘Add’ to save the assignment.

    3. Click ‘Save’ to save to apply the new role to the admin.

      Save Role

  4. Create an integration record.

    1. Go to Setup > Integration > Manage Integrations > New.

      Add New Integration

    2. Use the name “Divvy Integration”. Enable State Based Authentication and check the box next to Token Based Authentication.

      Integration Settings

    3. Under OAuth 2.0, disable AUTHORIZATION CODE GRANT.

      Disable AUTHORIZATION CODE GRANT

    4. Enter “https://app.divvy.co/” under Callback URL. Then copy the URL exactly as is.

      Enter URL

    5. Click 'Save'. For this step, do not navigate away from this page. Copy the values from the confirmation page and paste them below. Remember to not navigate away from this page. Doing so will reset the keys and require you to repeat this step.

      Save

    6. You may now go to Setup > Company > Company Information.

      Open Company Information

    7. Find Account ID and paste it into the field on the right.

      Paste Company ID

  5. Create access token.

    1. Go to Setup > Users/Roles > Access Tokens > New.

      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 ‘Save’ and STOP. Do not navigate away from the confirmation page. Copy the values from the confirmation page and paste them below. Remember to not navigate away from this page. Doing so will reset the keys and require you to repeat this step.

      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. Go to Customization > Scripting > Scripts > New.

    New Script

  4. In the Script File field, select ‘- New -’.

    New File

  5. Leave “FILE NAME” blank.

    Under “SELECT FILE”, upload the RESTlet file downloaded from Step 1.
    Click ‘Save’.

    Upload RESTlet File

  6. Click ‘Create Script Record’.

    Create Script Record

  7. In the ‘NAME’ field, enter ‘Divvy RESTlet Script’ and click ‘Save’.

    Save Script

Now we'll create the RESTlet URL.

  1. Click on ‘Deploy Script’.

    Deploy Script

  2. Set the status to ‘Released’.

    Released Status

  3. Under Audience, find ‘ROLES’ and click the Select All checkbox.

    Select All Roles

  4. Click on ‘Save’.

    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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