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NetSuite

SaaS Management integrates directly with NetSuite's API to uncover your company's software expenses. We compare raw vendor names to our proprietary database of SaaS vendors to find every software payment. SaaS Management only reports on software spend and ignores all other payments.

Integrating with NetSuite

To integrate with NetSuite, you'll need instances of SaaS Management and NetSuite open in your browser.

Note

You must have admin access in NetSuite to integrate the application with SaaS Management.

Adding your NetSuite Account ID to SaaS Management

  1. From the NetSuite navigation menu, select Setup > Integrations > Web Services Preferences.
  2. Copy your Account ID.
  3. Go to SaaS Management and select Integrations from the navigation menu.
  4. Select the NetSuite tile.
  5. Select Add Integration.
  6. In the Account ID field, enter your NetSuite Account ID.

After you've entered your Account ID, leave this window open. You'll be adding your Consumer Key and Consumer Secret in future steps.

Enabling token-based authentication

  1. From the NetSuite navigation menu, select Setup > Company > Enable Features.
  2. In the Suite Cloud tab, scroll to the Manage Authentication section.
  3. Select the Token-based Authentication check box to enable this feature.
  4. Select Save.

Creating a new integration role

You can create a new role for SaaS Management, so we can make requests to your NetSuite instance.

  1. From the NetSuite navigation menu, select Setup > Users/Roles > Manage Roles > New.
  2. For the name of the new role, enter "Intello Integration".
  3. Select the Web Services Only check box.
  4. (Optional) Sync a subsidiary or multiple subsidiaries. From the Subsidiaries drop-down menu, select a subsidiary to sync. For multiple subsidiaries, hold the Ctrl key and select the subsidiaries you want to include.
  5. In the Permissions tab, add the following permissions:

    • Transactions

      • Bills
      • Expense Report (only if you don't have an expense integration)
      • Find Transaction
      • Enter Vendor Credit
    • Reports

      • Expenses (only if you don't have an expense integration)
    • Lists

      • Departments (that way we can pull in all your teams from NetSuite)
    • Setup

      • Web Services
      • User Access Token
  6. Select Save to save these settings.

Assigning the role to a user

We recommend you set up and link a new user to the role that you created above. You can assign the role to an existing user, but if the user leaves, the integration will no longer function.

  1. From the NetSuite navigation menu, select Lists > Employees > Employees.
  2. Select Edit for the user you want to assign the new role to.
  3. In the Access tab, go to the Roles section.
  4. Select Intello Integration from the dropdown menu.
  5. Select Save to assign the role to the specified user.

Creating a new integration record for SaaS Management

  1. From the NetSuite navigation menu, select Setup > Integration > Manage Integrations > New.
  2. Name the new integration “Intello Integration”.
  3. Enable State and Token Based Authentication.
  4. In the confirmation window, copy the Consumer Key and Consumer Secret.

    Warning

    Do not close this window without copying both your Consumer Key and Consumer Secret. You'll only be shown this information once. If you lose or forget these credentials, you will need to reset them to obtain new values.

  5. Return to the Authenticate with NetSuite window in SaaS Management.

  6. Enter your Consumer Key and Consumer Secret in the appropriate fields.

After you've enter your information, leave this window open. You'll be adding your token information in the following step.

Creating a new access token

  1. From the NetSuite navigation menu, select Setup > Users/Roles > Access Tokens > New.
  2. Select Intello Integration from the Application Name dropdown menu.
  3. In the User field, enter your name.
  4. For Role, select Intello Integration or the integration role you created above.
  5. Enter a meaningful name for the token in the Token Name field.
  6. Select Save to create the new access token.
  7. In the confirmation window, copy your Token ID and Token Secret.

    Warning

    Do not close this window without copying both your Token ID and Token Secret. You'll only be shown this information once.

  8. Return to the Authenticate with NetSuite window in SaaS Management.

  9. Enter your Token ID and Token Secret in the appropriate fields.
  10. After you've entered all of your NetSuite information, select Submit to complete the integration.