Netsuite Integration

This guide will walk you through integrating Remote with NetSuite to streamline management for Employer of Record (EOR) customers. The integration automatically syncs Pre-funding and Reconciliation invoices from Remote to NetSuite to simplify your financial processes.

This integration is for you if you want to:

• Automatically sync Pre-funding and Reconciliation invoices from Remote to NetSuite.
• Save time and improve financial accuracy by automating account mapping.

In this article, we'll cover the following:

• Prerequisites
• Connect Remote to Netsuite
• Configure Integration
• First-Time Manual Sync
• Enable Automatic Invoice Sync
• Monitor Sync Results

Prerequisites

Before you set up the integration, make sure you have the following:

• Administrator permissions in your NetSuite account.
• Admin or owner access in Remote.
  See also: Adding admins to your Remote account

Connect Remote to Netsuite

To integrate your NetSuite account with Remote, you first need to link the two accounts. Refer to this guide on how to link NetSuite account to Remote for the necessary steps.

Configure Integration

After enabling the integration, a setup guide will appear in Remote. This setup involves mapping your Remote entities to NetSuite subsidiaries based on your organizational structure.

Company-level setup for single subsidiary

This option is for you if you want to sync all Remote entities to one NetSuite subsidiary. It is best for small businesses or organizations with only one subsidiary in NetSuite.

1. Select Map all Remote entities to the same subsidiary from mapping preferences.
2. Map all Remote entities to a single subsidiary in NetSuite and click on Save.
   
   
   
   
3. Next, to map invoices, you have two invoice breakdown options:
   • Standard Breakdown: syncs invoices as they appear.
     • From the invoice breakdown preference, choose Standard breakdown.
       
       
     • From the NetSuite account dropdown, map each invoice item to the correct account.
       
       
       
     • Click Save.
   • Department Breakdown: splits invoice line items by department.
     • From the invoice breakdown preference, select Breakdown by department.
       
       
     • Map each invoice item under every department to the correct NetSuite account.
       
       
       
     • Once every department is mapped, click on Save.
       
       

First-Time Manual Sync

Before automatic syncing can be enabled, you need to perform a one-time manual sync to ensure data accuracy.

• Go to the Overview tab in Remote.
• Locate the Manually Sync Remote to NetSuite option. Click on the Select data button.
• Select the types of invoices to sync: pre-funding, reconciliation, or both. Click Confirm to proceed.
  
  
  
  
• Click the Sync button to initiate the manual sync process.
  
  

This feature provides flexibility, letting you control which invoices are pushed to NetSuite at any time.

Enable Automatic Invoice Sync

Once the manual sync is completed, you can enable automatic syncing to keep your records updated.

• Go to Settings tab in Remote dashboard.
• Toggle on the Automatic Sync option.
  
  

Automatic syncing will run in the background, keeping your financial data up-to-date without any manual intervention.

Monitor Sync Results

• Go to the Synced Invoices tab to view all invoices that have been successfully synced to NetSuite.

  • Sync status
  • Timestamp of each event
  • Error messages for troubleshooting (if any)
• The Events History tab provides an audit trail, showing details of each sync event, including:

By following these steps, you can ensure a smooth integration between Remote and NetSuite, automating your invoice management, and improving financial accuracy. Adjustments to these configuration settings can be made at any time to better align with your changing organization's needs.