If you have a non-OneWorld account with NetSuite, you can use the steps in this article to enable the NetSuite integration in Divvy. Learn how to set up the NetSuite integration for OneWorld accounts or view the NetSuite integration FAQ.
After your NetQuite integration has been completely set up, you need to configure the integration in order for transactions to sync.
Note: A NetSuite administrator is required in order to integrate NetSuite with Divvy.
Table of Contents
Initial Integration Setup
In the Divvy Navigation Menu, click the Integrations link.
2. In the Available Integrations section , find the NetSuite integration. Then click the Connect button . 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.
Click the SuiteCloud tab, which is located on the secondary horizontal navigation bar.
Scroll to the Manage Authentication section and click the Token-Based Authentication checkbox.
Note: You may have enabled this for a previous integration so it may already be checked.
Create New Role & Assign Permissions
In NetSuite, click the Setup menu and select the Users/Roles option. Then click the Manage Roles option and select the New option.
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.
Name the new role "Divvy Integration Role."
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.
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".
6. In the Setup tab, add Custom Fields, SOAP Web Services, and User Access Tokens. Set levels to "Full".
7. Click the Save button.
Assign New Admin Role
Click the Setup menu, select the Users/Roles option, and click the Manage Users option.
Select the admin user who will be making journal entries in Divvy.
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.
Click the Save button to save to apply the new role to the admin.
Create Integration Record
Click the Setup menu, select the Integrations option, and then select the Manage Integrations option. Then click the New option.
In the Name field, enter “Divvy Integration.” In the State field, select the Enabled option. Click the Token-Based Authentication checkbox.
In the OAuth 2.0 section, make sure the Authorization Code Grant is unchecked.
In the Callback URL field, enter “https://app.divvy.co/.” Then copy the URL.
Click the Save button. Do not navigate away from this page. Doing so will reset the keys and require you to repeat this step.
Copy the values from the confirmation page and paste them into the connection wizard in Divvy.
In NetSuite, open the Setup menu, select the Company option, and then click the Company Information option.
Copy the Account ID and paste it into the connection wizard in Divvy.
Create Access Token
Click the Setup menu and select the Users/Roles option. Then click the Access Tokens option and select the New option.
Select the Integration Record, User, and Role created or referenced in the previous steps.
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.
Copy the values from the confirmation page and paste them in the connection wizard in Divvy.
To sync receipt images from Divvy to NetSuite follow the steps below.
Note: Enabling receipts sync may incur extra costs from NetSuite.
First, open a new tab in your browser and log in to NetSuite as an administrator
Download the RESTlet script that will be added to NetSuite.
In the Customization menu, select the Scripting option and then the Scripts option. Then click the New option.
Click the Script File drop-down menu, and select the New option.
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.
Click the Create Script Record button.
In the Name field, enter "Divvy RESTlet Script". Then click the Save button.
Create RESTlet URL
Click the Deploy Script button.
Click the Status drop-down menu and select the Released option.
In the Audience tab, find the Roles section and click the Select All checkbox.
Click the Save button.
Copy the External URL and paste in the field to the right of the text.
Configuring your integration
After your NetSuite integration has been completely set up, you need to configure the integration in order for transactions to sync.
If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.