Torii integrates with NetSuite and analyzes SaaS expenses.
Torii will automatically match transactions to the correct application, summarize expenses and provide insights.
Torii syncs transactions from your NetSuite account and matches SaaS related expenses to their respective app on Torii.
The following fields of transactions are used for mapping the expense to the correct application:
The integration uses a custom read-only NetSuite role that allows Torii to sync data from NetSuite.
By default, the integration syncs the main line of posted and approved transactions from all NetSuite accounts.
Transaction types that are pulled in are:
Credit Card Charges
You may choose to sync additional supported transaction types:
Vendor Payments (instead of Vendor Bills)
Credit Card Refund
The integration can be further customized to fit different Netsuite setups. You may:
Limit the sync to specific NetSuite accounts
Note: Provide Torii with account names and numbers
Sync line items instead of the main line
Disable Torii’s automatic currency conversion feature
Ignore amortized Vendor Bills
Connecting NetSuite integration to Torii
The integration requires you to follow these 6 steps:
Get Suitelet Script File
Upload Suitelet Script File
Create API Token
Provide Data to Torii
Step 1 - Create Role
Create a new role by typing new role in the global search
Give the new role a name - Torii integration role
Check the Allow cross-subsidiary record viewing checkbox and select all Subsidiaries as shown in the following image:
Go to Permissions >> Transactions and add the following permissions:
Note: you might not have all of the following permissions available in your NetSuite instance. This is okay, please add the permissions that are available.
Permission: Bills | Level: View
Permission: Check | Level: View
Permission: Credit Card | Level: View
Permission: Credit Card Refund | Level: View
Permission: Expense Report | Level: View
Permission: Find Transaction | Level: View
Permission: Make Journal Entry | Level: View
Go to Permissions >> Lists and add the following permissions:
Permission: Accounts | Level: View
Permission: Currency | Level: View
Permission: Departments | Level: View
Permission: Items | Level: View
Permission: Vendors | Level: View
Go to Permissions >> Setup and add the following permissions
User Access Token: Full
SOAP Web Services: Full
Step 2 - Get Suitelet Script File
Download Suitelet script file: netsuite_torii.js
Step 3 - Upload Suitelet Script File
Type New script in the global search bar and choose Page: New Script
Click on the Plus icon that shows after hovering the Script File input field
Click Select File and choose the netsuite_torii.js file you downloaded in step 2 and click Save.
Do not enter text or change the FILE NAME field.
Click Create Script Record
Enter Torii API for the name field and click Save.
Step 4 - Create API Token
Click on the Parameters tab and click New Parameter
Enter Torii API Token for Label field
Enter _torii_api_token for ID field
Choose Company for Preference field
Go to Access tab and choose None for DEFAULT LEVEL FOR SEARCH/REPORTING
Type General preferences in the global search bar and choose Page: General Preferences
Generate a Secure Token that will be used for authentication to the Suitelet.
It should consist of at least 18 characters and be kept secret.
On the Custom Preferences tab, edit the TORII_API_TOKEN with your Secure Token.
Copy the Secure Token as you will need it in the final step of the integration.
Step 5 - Activate Suitelet
Go to the script page:
Search for Scripts in the global search and find the Torii API script, click View.
Click Deploy Script
Set Status to Released
Set Event Type to POST Request
Set Execute As Role to Torii integration role
Check the Available Without Login checkbox
Check the Roles - Select all checkbox
Copy the External URL (including what is covered in green on the following screenshot) as you will need it in the final step of the integration.
Step 6 - Provide Data to Torii
Go to Integrations page click on NETSUITE tile
Connect to NETSUITE
The Torii API Token (Secure Token) from step 4
The External URL you copied in step 5
Note: Initial data sync might take up to 48 hours.
We are always available to help with any integration issue:
Contact us by our support email at firstname.lastname@example.org.
Contact us via the Intercom chat on our website.