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. 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

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

    3. Scroll down to the Manage Authentication section and check the box next to “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


      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"

    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".

    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".

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

    7. Click ‘Save’.


  3. Assign the new role to an Admin.

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

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

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


        Then click ‘Add’ to save the assignment.

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

  4. Create an integration record.

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

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

    3. Under OAuth 2.0, disable AUTHORIZATION CODE GRANT.

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

    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.

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

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

  5. Create access token.

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

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

    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.


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.

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

  5. Leave “FILE NAME” blank.

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


  6. Click ‘Create Script Record’.

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

Now we'll create the RESTlet URL.

  1. Click on ‘Deploy Script’.

  2. Set the status to ‘Released’.

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

  4. Click on ‘Save’.

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


Configuring your integration

Now that you're connected to NetSuite, you can begin mapping your accounts and editing the facets of your integration.

Please keep in mind that changes in NetSuite that relate to the instructions above may cause the integration to break.

Divvy credit card account

Use the dropdown to the right to search and/or select the preferred credit card account for your integration.

Divvy bill pay account

Use the dropdown to the right to search and/or select the preferred bill pay account for your integration.

Receipt sync

If you completed the syncing steps in the original instruction, then you can to turn receipt image syncing to NetSuite on and off.

Mapping your accounts

The accounts you selected in the integration wizard will be available for configuration here.

By selecting the 'Configure' button to the right of the account name, you'll trigger the new mapping experience. From this screen, you'll be able to:

Select account types (specifically within your Chart of Accounts)

Select Divvy field name

  • Please note that by changing the Divvy field name, you will reset the mapping for that account completely.

Save updated naming

See mapping status (via the icon on the right side of the row)


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