After the Integration setup in NetSuite has been completed, the next step will be to setup the Rydoo account so it can communicate with NetSuite.
Please reach out to your dedicated CSM or if you don't have one, reach out via connect@rydoo.com to receive the survey and Setup forms.
1. Fill out the NetSuite Setup Survey.
2. Complete the Setup Forms by following the below guide.
- Branch Setup
- Category Setup
- Tax Rates Setup
- Credit Cards
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Branch Setup
NetSuite Subsidiary Name = Rydoo Branch Name
NetSuite Subsidiary Internal ID = Rydoo Branch ID
How to fill out the form?
How it looks in NetSuite?
How it looks in Rydoo?
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Category Setup
NetSuite Expense Category Name = Rydoo Category Name
NetSuite Expense Category Internal = Rydoo Category Accounting Code
How to fill out the form?
How it looks in NetSuite?
How it looks in Rydoo?
-
Tax Rates
NetSuite Tax Code Name = Rydoo Tax Rate Name
NetSuite Tax Code Internal ID = Rydoo Tax Rate Code
How to fill out the form?
How it looks in NetSuite?
How it looks in Rydoo?
-
Credit Cards
NetSuite Account Name (Chart of accounts) = Rydoo Payment Method Name
How to fill out the form?
How it looks in NetSuite?
How it looks in Rydoo?
After completing the form you can upload the data to Rydoo with the help of your of your CSM or Rydoo Support.
Integration - Field Mapping Overview
Import Sync (Employees, Projects/Customers, Custom Fields)
Employee Sync Mapping
| NetSuite | Rydoo |
| First Name | First Name |
| Last Name | Last Name |
| Internal ID | External ID |
| Terminated or Active | User Status |
| Department | Group Name |
| Department Internal ID | Group ID |
| Subsidiary | Branch Name |
| Subsidiary Internal ID | Branch ID |
| Supervisor | Approver |
Project/Customer Sync Mapping
| NetSuite Default | Rydoo |
| Entity ID | Project/Customer Name |
| Internal ID | Project/Customer ID |
| is Inactive | Project/Customer Status |
Export Sync (Reimbursable and Non-Reimbursable expenses)
| Expense Report Fields | |
| NetSuite | Rydoo Default |
| Custom Form | Default NetSuite Expense Report Form |
| Employee | Employee |
| Date | Expense Date |
| Posting Period | Automatically defined by Date |
| Complete | Yes |
| Supervisor approval | Yes |
| Accounting approval | Yes |
| Account for Corporate Card expenses | Credit card/User or Credit card/Branch |
| Currency | NetSuit User Default Currency |
| Purpose | Expense Report Rydoo + Sync Date |
| Account | NetSuite Default Account |
| Expense Line Fields | |
| NetSuite | Rydoo Default |
| Date | Expense Date |
| Category | Category |
| Foreign Amount | Net Amount |
| Currency | Currency |
| Amount | Employees Default Expense Report Currency* |
| Tax code | Tax information |
| Memo field | Comment|Merchant|XPD |
| Department | Groups |
| Customer or Project | Project |
| Non- Reimbursable | Yes or No |
| Billable | Yes or No |
| Communication/Files | Rydoo Receipt Image |
| Custom Field 1 | Default or Custom field in Rydoo |
| Custom Field 2 | Default or Custom field in Rydoo |
| Custom Field 3 | Default or Custom field in Rydoo |
* Please make sure all employees have a "Default Expense Report Currency" set on their employee profile in NetSuite .