Import your Netsuite Accounting Data into Jirav Automatically
The following details how to setup Jirav to automatically import Netsuite data into the Jirav platform via Netsuite API.
Please be advised that in some instances you may need additional user privileges to perform the steps outlined below, and may require the assistance of your Netsuite admin whom may be part of your Information Technology Department. Additionally, some of the links to the Netsuite help center will require a login to Netsuite.
Install the Netsuite bundle for the Jirav application
Please visit the Netsuite Help Center for additional information on how to perform this action in your Netsuite instance.
Once you are in the Netsuite Help Center see the Installing a Bundle section in the SuiteBundler section of the Netsuite documentation.
This bundle provisions a new custom role named Jirav.com which will sync the necessary permissions required by the Jirav app to perform the accounting import. This is done using an Application Integration Object which allows the Jirav application to connect to your Netsuite instance via Token Based Authentication.
Assign the "Jirav.com Sync" user role
Once you have installed the bundle described in Step 1, you will need to assign the new custom role that has been created "Jirav.com Sync” to a new or existing Netsuite user within your instance.
Here is a link to the Netsuite Help Center for additional information on how to perform this action in your Netsuite instance:
Note: You will need to login to the Netsuite Help Center with your login credentials you use for Netsuite.
Create a new access token
To do this, please reference the section "Access Token Management – Create and Assign a TBA Token” from the document AuthenticationGuide.pdf found in the link below:
Get the Token ID and Token Secret
You will then need to go to the section “Managing TBA Tokens” to get the Token ID and Token Secret. Please see the Netsuite Help Center for assistance in how to perform this action.
Note: You will need to login to the Netsuite Help Center with your login credentials you use for Netsuite
IMPORTANT: Once you have created the IDs you will need to Record the Token ID and Token Secret as this is the only time the information will be displayed, and this information will be needed for Jirav to sync.
The Account ID is available on screen within Netsuite and can be found by navigating to -> Setup > Company Information
Input the Netsuite credentials in Jirav
Navigate to the "Actuals" section of Jirav and click on the "Connect" box next to the Netsuite logo.
This will open a dialogue box for the Netsuite credentials you created during steps 1-4 above. Enter in the Account ID, Token, and Secret for Jirav to connect to your Netsuite instance.
Once you have entered the information and pressed OK, the date picker dialogue box will appear and you will be able to select the date range of Accounting Actuals you would like to sync to Jirav.
Pro Tip: We recommend importing a full fiscal year plus year-to-date to start.
Once you make your selection and press OK, the Jirav system loading message will appear while the data is importing.
Once this process is completed you will see the green check within the "Chart of Acct" and "Trial Balances" section of the Actuals indicating that the import is complete, along with athe date of the last import.
With these steps completed, you can now continue into Jirav with your Accounting Actuals linked live to your Dashboard, Reporting, and Planning.
If you haven't yet, we recommend checking out the Getting Started guide next for setting up the remaining steps within the application and to learn how to explore your data within the platform.