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      How do I connect NetSuite to Peakflo?

      Want to connect your NetSuite with Peakflo? Please follow the steps below:

      Table of Content:

      1. Steps for Accounts Receivable

      2. Steps for Accounts Payable

      3. Data flow diagram

       

      Check out NetSuite and Peakflo data mapping template here: Link

      Steps for Accounts Receivable:

      You'll need to have administrative permissions so that you can proceed with the following steps:

      1. 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.
      2. 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! 
      3. Once logged into NetSuite, go to Customization in the top navigation bar. From the dropdown menu, select SuiteBuilder then click on Search & Install Bundles. 
        Untitled (1)-Sep-12-2022-06-19-41-07-AM
      4. Search the keyword Peakflo. 
      5. Install both of the bundles Peakflo integration and Peakflo integration (attachments).
      6. Once installations are finished, go to Setup in the main navigation bar, select Peakflo integration, and then click on Peakflo Admin Configuration. 
        Untitled (2)-4
      7. Please enter the credentials you've received earlier in the respective fields:
        image (7) 
        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
      8. 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. 

      Screenshot 2024-06-13 at 1.44.43 PM

      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. After you have provided all the required information, the Peakflo team will begin the process of configuring the connection to ensure a smooth and seamless sync.


      14. The sync process will commence in the background, transferring records in batches of 1,000 for each record type. Please be patient as this process may take some time to complete.

       

      Data flow diagram

      NEW_NETSUITE x PEAKFLO_Integration-objects_update 11-11-24 AR+AP (1)-2

      For more information, check out this document.

      Here's a list of data that we will sync from NetSuite to Peakflo:

      Common Mapping

      • Taxes -> Automated sync NetSuite Taxes to Peakflo Taxes
      • Withholding Tax -> Automated sync NetSuite Withholding Taxes to Peakflo Withholding Taxes
      • CoA -> Automated sync NetSuite CoA to Peakflo CoA
      • Categories -> Automated sync NetSuite Categories to Peakflo Categories
      • Classes -> Automated sync NetSuite Classes to Peakflo Country
      • Department -> Automated sync NetSuite Department to Peakflo Department
      • Location -> Automated sync NetSuite Location to Peakflo Location
      • Segment & Sub Segment -> Automated sync NetSuite Segment & Sub Segment to Peakflo Segment & Sub Segment
      • Items* -> Automated sync NetSuite Items to Peakflo Items

      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
      • Amortization -> Automated sync NetSuite Amortization to Peakflo Amortization
      • Payments -> Peakflo Expense Reimbursement and Bill Payments will be synced to NetSuite under Payments

      Bill payments are synced from Peakflo to NetSuite using the billing currency and not the payment currency.

      For instance, if the bill is issued in USD and the payment is processed in SGD, the sync will reflect the billing currency, which in this case is USD.

      • Purchase Orders* ->  Automated sync NetSuite Purchase Orders to Peakflo Purchase Orders and vice versa
      • Receipt Notes* -> Automated sync NetSuite Goods Received Notes to Peakflo Receipt Notes and vice versa
      • Bills -> Peakflo Bills will be synced to NetSuite under Bills

      Note:

      • Only approved bills are synced to NetSuite. If a bill is moved back to draft, the corresponding bill in NetSuite will be deleted.
      • When bills are synced to NetSuite, the Bill Issue Date will reflect the date established by vendors on the bills. This ensures that the original Bill Issue Date is retained in NetSuite as an accurate reference for auditing purposes.
      • 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.

        image (2)-2

         

        To Configure account mappings in Peakflo

        Please refer to this article to configure account settings: How to do account mapping in Peakflo?


        FAQs

        1. How long will my Peakflo account be connected to NetSuite?

        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.


        2. How do I disconnect from NetSuite?

        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.

        Screenshot 2024-06-14 at 3.44.12 PM

        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.