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 - For most integrations you will select "All" for the accessible subsidiaries. If you are wanting to only import a specific subsidiary you will choose "Selected" and then pick from the dropdown list.
There is a setting that needs to be enabled within your account if you are reporting on a specific subsidiary, otherwise your reports will show top level data. Email firstname.lastname@example.org or submit a support ticket to have this enabled. You can continue with the remaining integration steps while waiting for confirmation as it will not prevent the connection.
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 | 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 | 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:
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.
With these steps completed, you can now continue into Jirav with your Accounting Actuals linked live to your Dashboard, Reporting, and Planning.
Note: Jirav requires there to be an account in Netsuite at the highest parent level that has the text "Retained Earnings" in it's name (i.e. Retained Earnings - Jirav). If there isn't, Jirav will error out when importing with a message, "No Retaining Earning account!"
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.