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Netsuite 2.0 connector

  • Updated

What is the NetSuite 2.0 connector?

NetSuite Connect 2.0 is an out-of-the-box solution that allows clients to easily manage their syncing preferences from NetSuite to Rydoo and vice-versa.

Sync between NetSuite & Rydoo

The integration aims to synchronise the frequently changing data between the two systems. 

Automatic sync:

Inbound:

  1. Creation and Update of Employees
  2. Assign employees to Departments
  3. Assign employees’ expense approvers
  4. Sync projects into Rydoo

Outbound:

  1. Reimbursable expenses
  2. Non-reimbursable expenses
  3. Reimbursed status for reimbursed expense reports or vendor bills ('Paid In Full') for the corresponding expenses in Rydoo

The following information requires manual setup and maintenance in Rydoo:

  1. Branches (Subsidiaries)
  2. Expense Rules
  3. Custom Fields*
  4. Mileage & PerDiem rates
  5. Tax Rates
  6. Credit Card accounts
  7. Expense Categories

*(up to 3 custom field can be automated and synced via the integration. Other custom fields need to be manually maintained)

Frequency

All import actions will be completed in real-time.

  • User creation and update
  • Department update 
  • Approver update assignment
  • Project creation and update 

Export sync frequency can be customized.

1. Periodical daily; weekly; monthly sync creating one Expense Report or Vendor Bill grouped per user/vendor and reimbursable status.

  • Non-reimbursable expense sync 
  • Reimbursable expense sync

Reimbursed status live sync: once an expense report or vendor bill is in status ‘Paid In Full’ in Netsuite, expenses that are part of that expense report or bill can be set to ‘Reimbursed’ in near real time.

Benefits

  • Flexible field sync options
  • Flexible mapping options
  • Possibility to export Custom Field values*
  • Possibility of export tax rates
  • Compatible with HR connectors
  • Automated expense export
  • Possibility to use only export or only import
  • Compatible with Rydoo Cards
    NOTE: * (Custom field mapping is limited to 3 custom fields/connector)

Combine NetSuite export with an HR integration:

Screenshot_2023-05-29_at_16.35.50.png

 

In case you are interested in using our Netsuite connector or just have more questions, feel free to reach out to connect@rydoo.com for more information.