Want to connect your NetSuite with Peakflo? Please follow the steps below:
Steps for Accounts Receivable:
You'll need to have administrative permissions so that you can proceed with the following steps:
- Visit the Peakflo website and click 'Book A Demo' to get a one-on-one walk-through of the integration. We'll make sure you get started right.
- The Peakflo team will send you secret keys that you'll use for the next steps. Make sure to check your mail inbox and save the credentials!
- Once logged into NetSuite, go to Customization in the top navigation bar. From the dropdown menu, select SuiteBuilder then click on Search & Install Bundles.
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- Search the keyword Peakflo.
- Install both of the bundles Peakflo integration and Peakflo integration (attachments).
- Once installations are finished, go to Setup in the main navigation bar, select Peakflo integration, and then click on Peakflo Admin Configuration.
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- Please enter the credentials you've received earlier in the respective fields:
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Field Value Peakflo key The value is provided by the Peakflo team. Please check your inbox Peakflo secret The value is provided by the Peakflo team. Please check your inbox Enabled Subsidiary Choose which subsidiaries to enable according to prior agreements with the Peakflo team Peakflo Sync Select the checkbox to enable the Peakflo sync after all keys, secrets, and subsidiaries are configured correctly - The data sync for your transactions will begin. Depending on the number of invoices you have, syncing can take a couple of hours up to a few weeks.
Steps for Accounts Payable
1. Once logged into NetSuite, go to Setup in the top navigation bar. From the dropdown menu, select Users/Roles, select Manage Roles, and click on New.
2. Create a new role for the Peakflo team with:
- ID: customrole_pf_developer
- Name: Peakflo Developer
Assign permissions to this role as specified in the NetSuite AP Permissions document.
3. Assign the "Peakflo Developer" role to a user in NetSuite.
4. Follow the steps in the Oracle documentation to set up an SDF integration record and generate an access token for the SDF deployment of the Peakflo customization code.
5. Share the "TOKEN ID" and "TOKEN SECRET" generated with the Peakflo team at support@peakflo.co
6. Now go to Setup in the top navigation bar. From the dropdown menu, select Integrations, select Manage Integrations, and click on New.
7. Create a new integration record similar to the image below:
8. Copy the "CLIENT ID" and "CLIENT SECRET" that are generated at the end of the screen (this can only be done once).
Share these details with the Peakflo team at support@peakflo.co
9. Now go to Setup in the top navigation bar. From the dropdown menu, select Integrations and click on OAuth 2.0 Client Credentials (M2M) Setup.
10. Click Create New.
11. The following dialog will appear:
Fill in the details as mentioned below:
- ENTITY - Select the user created for the Peakflo team
- ROLE - Select the "Peakflo Developer" role (as created in step 2)
- APPLICATION - Select the "Application ID" (as created in Step 7)
- CERTIFICATE - Contact the Peakflo team at support@peakflo.co and get the "Certificate" then upload it here.
Then click on "Save".
12. A "CERTIFICATE ID" will be generated. Copy and share it with the Peakflo team at support@peakflo.co
13. Log in to each Peakflo tenant that was newly created for integration with NetSuite. Then go to Settings from the side navigation bar, and click on Integrations.
14. Click on "Setup a meeting" under the "Oracle NetSuite" box.
15. The syncs will start in the background, transferring 1000 records at a time for each record type.
Data flow diagram
Here's a list of data that we will sync from NetSuite to Peakflo:
Common Mapping
- Taxes -> Automated sync NetSuite Taxes to Peakflo Taxes
- CoA -> Automated sync NetSuite CoA to Peakflo CoA
- Categories -> Automated sync NetSuite Categories to Peakflo Custom field (Categories)
- Classes -> Automated sync NetSuite Classes to Peakflo Clustom field (Country)
- Department -> Automated sync NetSuite Department to Peakflo Custom field (Department)
- Location -> Automated sync NetSuite Location to Peakflo Custom field (Location)
- Segment & Sub Segment -> Automated sync NetSuite Segment & Sub Segment to Peakflo Clustom field (Segment & Sub Segment)
Accounts Payable Mapping:
- Vendors -> Automated sync NetSuite Vendors to Peakflo Vendors
- Employees -> Automated sync NetSuite Employees to Peakflo Employees
The employees' and vendors' bank and currency details if present in NetSuite, will be synced to Peakflo Employees and Vendors respectively.
- Journal Entries -> Peakflo wallet top-up will be synced to NetSuite under Journal Entries
- Payments -> Peakflo Expense Reimbursement and Bill Payments will be synced to NetSuite under Payments
- Bills -> Peakflo Bills will be synced to NetSuite under Bills
Only approved bills are synced to NetSuite. If a bill is moved back to draft, the corresponding bill in NetSuite will be deleted.
- Expense Reports -> Peakflo Expense Reports will be synced to NetSuite under Expense Reports
Please keep in mind that the Accounts Payable object sync from Peakflo to NetSuite will take up to 25 minutes.
Accounts Receivable Mapping:
- Customers -> Sync NetSuite Customers to Peakflo Customers
* Any customers that are deleted/inactive in NetSuite, will get synced as deleted/archived in Peakflo
- Customer Contacts -> Automated sync NetSuite Customer Contacts to Peakflo Contacts
- Invoices -> Automated sync NetSuite Invoices to Peakflo Invoices
- Customer Payments -> Automated sync NetSuite Customer Payments to Peakflo Payments and vice versa
- Customer Deposits -> Automated sync NetSuite Customer Deposit to Peakflo Payments
- Deposit Application -> Automated sync NetSuite Deposit application to Peakflo Payments
- Bank Deposit -> Automated sync from Peakflo Payouts to NetSuite Bank Deposit
- Credit notes-> Automated sync from Peakflo Credit Notes to NetSuite AR Credit Notes
* You can also set up different wallets with the same currency to make sure payments are automatically reconciled under the correct COA/GL code expenses.-2.png?width=450&height=266&name=image%20(2)-2.png)
To Configure account mappings in Peakflo
Please refer to this article to configure account settings: How to do account mapping in Peakflo?
FAQs
Your account will be connected to NetSuite until you click disconnect. If you ever find your account disconnected, you can reconnect it any time in Settings → Integrations.
Go to Settings → Integrations and click on Disconnect below NetSuite.
3. How are payments recorded on NetSuite handled?
Payments applied to invoices on NetSuite will be synced to Peakflo instantly. You must have auto-sync enabled for 2-way payment sync to work.
4. How to change my NetSuite Organization in Peakflo?
Reach out to us and we can help you to change the NetSuite organization.
5. How can I open NetSuite objects directly from Peakflo?
As a Peakflo user, you can open the corresponding NetSuite object directly from a Peakflo object. This feature helps save time and avoid extra clicks and searches. It is available for the following objects:
- Bills
- Expense Reports
- Bill Payments
- Top Ups
- Employees/Vendors
Click on the icon to get redirected to the NetSuite object.
What happens if a user is deactivated in Netsuite?
When an employee is deactivated in NetSuite, their corresponding user in Peakflo is also disabled.
Need any help or got questions?
Please reach out to support@peakflo.co and we'll get you sorted.
Have more questions? Learn more about setting up admin in Peakflo.