Overview | Authentication | Configuration | Connect NetSuite Integration to Torii

Overview

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: vendor.companyName, vendor.email and memo.

Authentication

The integration uses a custom read-only NetSuite role that allows Torii to sync data from NetSuite.

Configuration

By default, the integration syncs the main line of posted and approved transactions from all NetSuite accounts.

Transaction types that are pulled in are:

  • Vendor Bills

  • Credit Card Charges


You may choose to sync additional supported transaction types:

  • Vendor Payments (instead of Vendor Bills)

  • Journal Entries

  • Checks

  • Vendor Credit

  • Expense Report

  • 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:

  1. Create Role

  2. Get Suitelet Script File

  3. Upload Suitelet Script File

  4. Create API Token

  5. Activate Suitelet

  6. 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

  1. Type New script in the global search bar and choose Page: New Script

  2. Click on the Plus icon that shows after hovering the Script File input field

  3. 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.

  4. Click Create Script Record

  5. Enter Torii API for the name field and click Save.

Step 4 - Create API Token

  1. Click on the Parameters tab and click New Parameter

    1. Enter Torii API Token for Label field

    2. Enter _torii_api_token for ID field

    3. Choose Company for Preference field

    4. Go to Access tab and choose None for DEFAULT LEVEL FOR SEARCH/REPORTING

    5. Click Save

  2. Type General preferences in the global search bar and choose Page: General Preferences

  3. 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.

  4. 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

  • Click Save

  • 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

  1. Go to Integrations page click on NETSUITE tile

  2. Connect to NETSUITE

  3. Paste -

    1. The Torii API Token (Secure Token) from step 4

    2. The External URL you copied in step 5

Note: Initial data sync might take up to 48 hours.

Get help

We are always available to help with any integration issue:

  • Contact us by our support email at support@toriihq.com.

  • Contact us via the Intercom chat on our website.

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