Step 1: Click on the Integrations tab on the left-hand menu bar of the Brex dashboard
Step 2: Click on Manage under your active NetSuite integration
Step 3: Click Review & Export on the top right-hand side
Step 4: On the right, set the date range you want to export
Step 5: Review the listed transactions; you can filter for transactions that have rules applied to them, as well as transactions whose mappings have been manually overridden
Step 6: Once you've reviewed your transactions for accuracy, you're ready to click on Export
Step 7: On the following screen, you will see two export options:
Direct Export to NetSuite: your transactions will be pushed directly into NetSuite as one or more journal entries based on your custom journal entry setting in Brex (the default is monthly).
Export to CSV: a CSV file containing all the exported transactions and their mappings will download to your computer. You can then import the CSV file to NetSuite, where NetSuite will ask you to map each column to the corresponding NetSuite field.
Important note: In order to prevent duplicate entries, Brex prevents you from re-exporting successfully exported transactions. This means that once you export your transactions from the Integrations tab of the Brex dashboard (whether directly to NetSuite or via CSV), you cannot re-export them again. You can always export your transaction data from the Company Transactions tab as many times as you like.
You've now exported transaction data into journal entries in your NetSuite account. If you have any questions, our specialists are happy to help.