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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 ('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 grouped per user and reimbursable status.

  • Non-reimbursable expense sync 
  • Reimbursable expense sync

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