The connector between Younium and NetSuite covers the following integration points:
- Posting journal entries from Younium to NetSuite (when invoices are sent from Younium)
- Posting sales invoices/credit memos from Younium to NetSuite (when invoices are sent from Netsuite)
- Synchronizing customers to or from NetSuite
- Synchronizing products/items from NetSuite to Younium
- Synchronizing exchange rates from NetSuite to Younium
There are no installs or customizations of NetSuite of any kind needed for the integration. Younium's NetSuite connector uses only NetSuite standard REST API endpoints.
The connector uses token-based authentication, to enable the integration the following details are needed. Contact your NetSuite administrator to configure a token-based authentication role and user.
After entering details, Younium validates the credentials, and when successful the screen below is presented. This is the screen where the integration is configured as well as where it is possible to manually run data imports.
Journal integration settings
When posting journals from Younium to NetSuite the standard NetSuite REST Api is used. The endpoint is JournalEntry: https://system.netsuite.com/help/helpcenter/en_US/APIs/REST_API_Browser/record/v1/2024.1/index.html#tag-journalEntry
When journal integration is configured there are a few settings available:
"Use custom service Journal entries" - This setting is only used if the standard REST API in NetSuite should not be used and instead a custom CRUD Restlet shall be invoked. This setting requires installation of custom code and development in NetSuite and should only be used if advised by and after discussions with Younium.
"Map Younium Tax Category to your NetSuite Journals" - This is a configuration option where you can map the Tax category name from the invoice line to a custom field on the journal in NetSuite. To use this information in NetSuite you would need further custom code.
Field mapping
Account synch NetSuite -> Younium
| NetSuite | -> | Younium |
| Id | ExternalERPId | |
| CompanyName | Name | |
| Terms | Payment terms | |
| SalesRep | Our reference | |
| Currency | Currency | |
| Bill-To address | Default invoice address |
Account synch Younium -> NetSuite
| Younium | -> | NetSuite |
| Name | CompanyName | |
| Payment term name | Term (mapped to refName) | |
| SalesRep | Our reference | |
| Currency | Currency | |
| Default invoice address | Invoice address (default Billing = true) | |
| Default delivery address | Delivery address (default Shipping = true) | |
| Invoice email | ||
| Account number | ExternalId |
In addition to above fields, you can also custom map fields in the integration settings.
Subsidiaries in NetSuite are mapped to Legal entities in Younium. Younium does not share customers between Legal entities which means that customers in NetSuite should be set up separately for each subsidiary.
Products
| NetSuite | -> | Younium |
| Id | ExternalERPId | |
| ItemId | Name | |
| "Simple" | ProductType | |
| "Quantity" | Charge.Model |
Invoices/Credit memo
| Younium | -> | NetSuite SalesInvoice |
| Invoice number | ExternalId | |
| Entity | Invoice.Account.ExternalERPId | |
| Invoice date | Tran date | |
| Due date | Due date | |
| Remarks/Notes | Memo | |
| Your order number | OtherRefNum | |
| (Fixed configurable value) | Location | |
| Currency | Currency | |
|
InvoiceLine.Description InvoiceLine.ServicePeriodStart -- InvoiceLine.ServicePeriodEnd |
Description | |
| Quantity | Quantity | |
| Price | Rate | |
| Subtotal amount | Amount |
The location field is a configurable field in the integration settings which means that all invoices from Younium will have the same location ID.
In addition to the standard mapping of invoice fields, there are configurable mapping fields for the properties of InvoiceLine: ServicePeriodStart, ServicePeriodEnd, Line number. This can be useful if you have custom fields that need to be populated with this data.
Common error messages
Cannot connect to Netsuite Sandbox - Make sure Account ID has format XXXXXX_SB1 (Underscore and capital SB)
"Error while accessing a resource. Permission Violation: The restrictions on your role deny you access to this record."
This can either be a missing permission on the integration Role in Netsuite, but it can also be that the External ERP ID on the Account in Younium does not match correctly with the customer in Netsuite.
Cannot synch Exchange rates (no permissions) - Add permission to Permissions > Reports > SuiteAnalytics Worksbook.