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How to set up Rho’s NetSuite Integration

  • Updated

Eliminate manual data entry and automate everyday workflows with Rho’s Native NetSuite Integration. Rho connects directly via API’s to NetSuite—not via the bank feed on the NetSuite—for a seamless, automated integration experience.

Follow the step-by-step instructions below to set up an integration between your Rho Account and your existing NetSuite account.

Before you Proceed:

  1. Your dedicated Client Development Specialist is here to guide you through the integration setup, please give us a call before you begin.

  2. Please ensure you are signed in as an Administrator on NetSuite, and that you are a Bookkeeper, Admin, or Account Owner in Rho.

Navigate to the Integrations Setup Page in Rho

Sign into Rho’s platform and click the Integrations icon from the lefthand navigation bar. Click the NetSuite icon and select “Connect to NetSuite” from the dropdown.

You will be directed to the Integration setup page for NetSuite, click “Get Started”

1.  Enable integration functionality in NetSuite

In NetSuite, hover over Setup → Company, and click Enable Features. Then select the SuiteCloud tab.

Please ensure the following 3 checkboxes are checked:

  • SOAP WEB SERVICES and REST WEB SERVICES under the Under SuiteTalk Web Services section

  • TOKEN BASED AUTHENTICATION under the Manage Authentication section

Click Save

 

 

2. Create the integration in NetSuite

In NetSuite, navigate to Setup → Integration → Manage Integrations and click New

  1. Name the integration "Rho Integration"

  2. Under Token-Based Authentication check the boxes for TOKEN BASED AUTHENTICATION and TBA: AUTHORIZATION FLOW.

  3. Under TBA: AUTHORIZATION paste in the below callback URL: https://api.rho.co/webhook/netsuite_authorize_callback

  4. Uncheck the AUTHORIZATION CODE GRANT in the OAuth 2.0 section

  5. Click Save.

IMPORTANT: After saving, you will receive two credentials at the bottom of the page. Consumer Key and Consumer Secret. Please copy and save these nearby (e.g. in a notes document), you will need them in Step 5.

 

 

3. Install the bundle in NetSuite

In NetSuite, go to Customization → SuiteBundler and click on Search & Install Bundles

  1. Type into the search bar " Rho Integration "

  2. Select and install the bundle with the bundle ID: 436739

Please Note: NetSuite may take a few minutes to download the bundle

 

4. Deploy the script

Download Rho’s bundle file

  1. After installing the bundle, go to Documents → Files → select File Cabinet

  2. Select the SuiteBundler tab on the left side pane

  3. Select Bundle 436739 from the list and then click Download for the file named rho_production.js

Create the script record

  1. After downloading the file go to Customization → Scripting → Scripts → New.

  2. Hover over the bar titled script file * and click on the + button that will appear on the right side of the bar - a popup window will appear.

  3. Under File Name enter rho_production.js

  4. Under Folder select Suitescripts from the drop-down menu

  5. Under Select File upload the rho_production.js file that you downloaded in the above steps.

  6. Once the file has been uploaded click Save and the popup will close.

  7. Click Create Script Record.

Deploy the script

  1. Name the script “Rho Integration", then click the down arrow on the Save button and select Save & Deploy from the dropdown.

  2. From the Script Deployment screen

    1. Set the Status (found on the right-hand side) to Released

    2. Set the Log Level to Error

    3. Under Audience → Roles check Select All

  3. Click Save

IMPORTANT: After saving, you will receive the External URL. Please copy everything that comes after "restlet.nl?” (See screenshot example below). Save this nearby, you will need this in Step 5.

 

 

5.  Authenticate your account

Enter the following 3 details that you saved in Steps 2 and 4

  1. CONSUMER KEY

  2. CONSUMER SECRET

  3. EXTERNAL URL EXTENSION

Click Authenticate

 

 

6. Allow Rho Integration access in NetSuite

You will be redirected to log in to NetSuite, please enter your NetSuite login credentials.

Grant Rho Integration access to your NetSuite account by clicking Allow

The connection is now complete and you will be redirected back to Rho.

Next Steps:

Before you proceed, we recommend you speak with your Client Development Specialist who is happy to guide you through this process. The following steps should be completed in the following order.

  1. Set Up Account Mapping

  2. Set Up Transaction Mapping

  3. Sync to NetSuite

 

Please Note:

Account Mapping allows you to select the Bank, Credit Card, Accounts Payable, and Treasury Chart of Accounts in NetSuite that you would like to map transactions and bills to.

  • If you already are tracking Rho transactions in a designated CoA, this allows you the ability to continue posting Rho transactions to that exact CoA.

  • If you do not select a NetSuite CoA (via the NetSuite Mapping page) prior to syncing your Rho account, Rho will create these accounts for you in NetSuite and post transactions to those accounts. You may rename this account, but, if you delete this account, the integration between your Rho and NetSuite account will not work.

If you have been uploading .CSV files to sync your Rho account with NetSuite so far, please give us a call, so we can easily get you set up.

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