How do I set up the NetSuite integration?

Brex Admins and Bookkeepers can integrate their Brex account with NetSuite by following the steps below:

Step 1: Click on the Integrations tab of the left-hand menu bar of the Brex dashboard

Step 2: Click the Connect button under NetSuite, where you will be prompted with the steps required to set up the integration

Important note: Please ensure you are not already integrated with Xero or QBO Categorize & Match Receipts.

Step 3: Log in to your NetSuite account and navigate to Setup > Company > Enable Features > SuiteCloud

Step 4: In the same tab (SuiteCloud), navigate to the SuiteTalk section to make sure that Soap Web Services is checked, and that token-based authentication is checked under the Manage Authentication

Step 5: Navigate to the Customization tab > SuiteBundler > Search & Install Bundles; using Brex as a keyword, search for the Brex bundle and install it

Step 6: Go back to the home page and look for Manage Access Tokens under the Settings section near the bottom of the page

Step 7: Click the blue button marked New My Access Token; select Brex from the dropdown for Application Name, and your Token Name

Step 8: Click Save and then copy the Token ID and Token Secret created by NetSuite into the matching fields in the Brex dashboard

Step 9: Enter your NetSuite account ID; you can find this either through the Setup tab > Company > Company Information, or displayed at the beginning of your URL when you're on the account page

Important note: You need to change a dash to an underscore, and capitalize any letters after the underscore (Example: 1234567-sb1 should be entered into Brex as 1234567_SB1)

Step 10: Review and confirm your token ID, token secret and account ID before clicking Connect

Step 11: On the Brex dashboard, select which subsidiary you'd like to export transactions to (if you don't have subsidiaries, or if you only have one subsidiary, no action is required)

Important note: If your preferred journal entry form is a custom form, you will need to edit it before proceeding. Go to Customization > Forms > Transaction Forms and find your preferred custom journal entry form.

Click the Edit link next to it:

In the Custom Transaction Form page that opens, click Screen Fields, then Lines. Find the two custom line fields you just installed, Receipt URL and Created From, and select the Show checkboxes next to them. Please save your changes by clicking the Save blue button.

Step 12: Enter your NetSuite account information for your Accounts Payable, Bank Account, and Rewards credit redemptions

Important note: If nothing appears immediately in the dropdowns, please wait 1-2 minutes before refreshing the page and checking again

Step 13: Click Back to NetSuite Accounting Mapping and map each Brex category to a NetSuite account; Departments, Locations, Merchants, and Custom Rules are all optional

Important note: If you're not seeing Departments and Locations, make sure you've set up Departments and Location under the Settings tab on the left. Once you have created your Departments/Locations, you can assign each Brex cardholder to a department and location under the Users and Cards tab.

Step 14: Once you've mapped your Categories, Departments, Locations and created any Merchant or Custom Rules you'd like, you're ready to click Review and Export, and push transactions into a Journal Entry in Netsuite

What's next? Read: How do I export a transaction to a journal entry in NetSuite?