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Netsuite - Actual Import Instructions

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 who may be part of your Information Technology Department. Additionally, some of the links to the Netsuite help center will require a login to Netsuite.

Token based Authorization needs to be enabled in your Netsuite account - To see the capabilities of the integration please reference this help article

Step 1: Create a User Role for the Jirav Integration 

We advise that you name the role "JA User" 

 

A - Name the User Role

B - Ensure the role has access to "All Subsidiaries" 

C - Check the role for "Web Services Only Role"

D - In the permissions you will need to add the following permissions:

‘View’ permission required for these capabilities - some of them are ‘Full’ access and you are not able to change -  

Lists

Lists | Accounts

Lists | Classes - - can be renamed

Lists | Companies - can be renamed

Lists | Currency 

Lists | Departments

Lists | Locations (If applicable)

Lists | Perform Search

Lists | Subsidiaries

Reports

Reports | Account Detail

Reports | Accounts Payable

Reports | Accounts Receivable

Reports | Balance Sheet

Reports | Budget

Reports | Cash Flow Statement

Reports | Financial Statements

Reports | Income Statement

Reports | Transaction Detail

Reports | Trial Balance

Setup | Accounting Lists

Setup | Company Information

Setup | Deleted Records

Setup | Enable Features

Setup | Log in using access Tokens

Setup | Manage Accounting Periods

Setup | Set Up Company

Setup | Set Up SOAP Web Services

Setup | View SOAP Web Services Logs

Setup | SOAP Web Services - this is ‘Full’

Step 2: Assign the "Jirav.com Sync" user role

Once you have created the role in Step 1, you will need to assign the new role that has been created "JA User” 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:

https://system.netsuite.com/app/help/helpcenter.nl?fid=section_N897798.html

Note: You will need to login to the Netsuite Help Center with your login credentials you use for Netsuite.

Step 3: Create the Integration record

Setup -> Integration -> Manage Integrations -> New

Next complete the items pointed out below:

A - Name the integration "JA Integration"

B - Be sure to check "Token-Based Authentication"

C - Once you select "Save" we will need to copy the tokens provided

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. You are not able to come back to this screen to copy the keys.

 

Copy the Consumer Key and Secret Keys to a separate document that you can refer to later to paste into your Jirav account.

Step 3: Obtain the Company ID

The Account ID is available on screen within Netsuite and can be found by navigating to -> Setup > Company Information

Step 4: Create an Access Token

You can navigate in the "Setup" menu of Netsuite or search for "Access Token" in Netsuite to then create the Access Token as outlined in the screen shot below:

Once you select Save you will be taken to a screen that has the Token ID and Token Secret which you will need to copy for reference to create the connection to Jirav.

Step 5: 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, Secret, Consumer Key, and Consumer 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 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 the date of the last import.
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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.