If you have already set up your Rho integration with NetSuite by following these steps, AND you have created Mapping Rules by following these steps you are now ready to Sync!
We recommend that you test-sync a single transaction first.
Sync a single transaction
To Sync a single transaction in Rho to NetSuite, go to your Banking or Cards Tab and select the desired "Settled" transaction to open the Transaction Details Window on the right. Scroll to the bottom of the details window and select "Sync" under the NetSuite section. The status will change to “Synced”.
To Sync a single bill in Rho to NetSuite, the bill must be acknowledged. Please ensure the correct coding is set up in the Bill Details Window under Account Coding. Once acknowledged the bill’s status will update from “Incomplete” or “Not Acknowledged” to “To be Scheduled” and the bill will automatically sync to NetSuite.
Sync all Rho account activity
To Sync all of your Rho Account activity from Rho to NetSuite there are two options.
1. Go to the Banking tab located in the left Rho Navigation Bar and click on the "Sync NetSuite" button below your aggregate balance:
2. Click the Integrations tab from the Rho Navigation Bar on the left. Then from the Integrations page click the 3 dots next to NetSuite and select Sync NetSuite from the dropdown.
The First Sync
Please Note: The first time you sync to NetSuite you must select a date from which the data will sync. When you sync to NetSuite at all times thereafter, any new transactions since the last sync date will be posted to NetSuite
IMPORTANT INTEGRATION NOTES:
You must click this Sync NetSuite button each time you would like to sync your Rho account in NetSuite.
Refresh Data vs Sync NetSuite Button
To import any new NetSuite data into Rho for mapping purposes without posting transactions to NetSuite, navigate to the Integrations page and select Refresh Data from the dropdown.
When you Refresh Data a 1-way sync occurs:
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NetSuite data is re-synced with Rho for mapping purposes.
When you Sync to NetSuite a 2-way sync occurs:
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Rho transactions & bills are posted to NetSuite
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NetSuite data is re-synced with Rho for mapping purposes.
Locating Rho Data in NetSuite
Your transactions will flow through to NetSuite and appear in the relevant Chart of Account. In NetSuite go to Lists → Accounting → Accounts and select the CoA (e.g. Rho Checking or Rho Cards) to view all transactions.
When you connect NetSuite to Rho, if you have not set up Account Mapping rules you will see a new account in your COA for each Rho Account that you use. This account will be titled "RHO [Checking/Credit Account Digits]". This is your primary account and is required for your automatic account reconciliation. It's OK to rename this account, but please don't delete it, or your integration will not work.
If you've been using CSV uploads to sync your Rho account with NetSuite so far, please give us a call. We'll get you set up.