This article explains how to integrate Netsuite Oracle with Bayzat.
What is Oracle Netsuite?
Oracle NetSuite is a cloud-based accounting software that provides businesses with a comprehensive financial management system. It offers features such as general ledger, accounts payable, accounts receivable, and bank reconciliation, as well as financial planning and budgeting tools. Its integration with other business management applications makes it a popular choice for companies looking for a streamlined and efficient accounting solution.
Integrating your Oracle Netsuite accounting software on Bayzat.
The accounting integration can be initiated by the Super admin, Payroll table managers, Transaction processors, and Accountants.
Below are the steps to start the integration:
To connect Oracle NetSuite with Bayzat payroll you will need to follow a few steps to authorize the connection.
Pre-requisites or Permissions required to link your Oracle Netsuite:
To initiate a connection between Oracle Netsuite and Bayzat, it is important to ensure that certain permissions are in place. Before proceeding with the steps outlined below, it is recommended to verify that the necessary permissions have been fulfilled.
Initiating the connection
You can view the integration page through the banner on the Transaction or Payroll configuration page or by the following steps:
Settings > Payroll > Payroll settings
Select "Start Connection" to select your accounting software.
Upon initiating the connection for linking, you will be directed to three additional steps:
Installing your Oracle Netsuite Bundle
Enabling Suitecloud features
Confirming your link setup
Install your Oracle Netsuite Bundle
Install the Oracle NetSuite bundle to allow Bayzat to communicate with the accounting platform.
By selecting "Click here" you will be able to start the process of installing the NetSuite bundle.
You will be directed to the below page to follow the steps of installing the bundle.
Log into your Oracle NetSuite account.
During the installation process, you will be directed to the below page (ref. image) where you will be guided through the next steps.
Once these steps are completed, you will be able to connect your Oracle NetSuite account to Bayzat.
The integration will allow the seamless sharing of financial data with the Bayzat platform.
Navigate to Customization > SuiteBundler > Search & Install Bundles (Administrator)
Enter the Bundle ID (for eg. 391485) and Bundle Name (example: AppLink)
Select the bundle and click the 'Install Bundle' button.
During the linking process, you will be directed to a link for your NetSuite instance.
Follow the steps guided in the authorization flow to complete the linking process.
After completing the above steps return to the Bayzat application's Accounting integration setup screen and Click on "Continue" after checking the checkbox confirming that you've installed the bundle.
Enable Suitecloud features
Once the NetSuite bundle is installed, you can move to the second step of enabling the SuiteCloud feature by the following steps:
Follow the "To enable these features" steps to ensure you have checked boxes related to the list mentioned.
Enable SuiteCloud features on the NetSuite account to allow Bayzat to access certain functionalities in Oracle NetSuite.
Go to Setup > Company > Enable features > SuiteCloud tab
Tick the box beside the following features: SuiteScript > Client SuiteScript, SuiteScript > Server SuiteScript, SuiteTalk (Web Services) > Rest Web Services, and Manage Authentication > Token-based Authentication.
The features required to be ticked on will be as per the below images:
SuiteTalk (Web Services)
Rest Web Services (Manage Authentication) and Token-based Authentication
Select the company you would like to connect with on the Bayzat platform.
After completing the above steps return to the Bayzat application's Accounting integration setup screen and Click on "Continue" after checking the checkbox confirming that you've installed the necessary Suite Cloud features.
Confirm link setup
To ensure a smooth setup process, it is important to follow three key steps. The third step involves verifying the previous two steps before proceeding with the finalization of the setup. By confirming these steps, you can ensure that the setup process will proceed seamlessly and without any issues.
After the connection is established allow 10-15 minutes to sync the accounting platform data to the servers before moving on to our next step i.e. Configuration.