Overview
Verifying your client's data just became easier with the Audit Sight and Oracle NetSuite! Simply send the connector link to your Client Contact that has admin access to the account and the connection can be enabled.
Refer to Knowledge Base Article: Client account set-up to learn how to set up your Client Contact.
Follow the steps below to connect the Client’s account to Audit Sight.
Step 1: Navigate to the Client screen
Send an email inviting your Client Contact to connect. You can resend the email if your Client Contact did not receive it the first time. Alternatively, if you have the login credentials to the account, you may login directly via “Add Direct Connection”.
Step 2: Audit Sight emails the Client Contact
The Client Contact will receive an email similar to below inviting them to connect their account:
Step 3: Client Contact selects their accounting software
In this article, we will show the steps for Oracle NetSuite integration
When your Client links their NetSuite account via Audit Sight for the first time, they must sign in with an administrator account and set up their NetSuite instance to allow a connection. Your Client will be guided through this journey during the authorization flow.
Warning: If your clients do not follow these steps correctly the linking process will fail.
If the Token-based Authentication feature has not been enabled your client will receive an error message in Netsuite when trying to request data
Step 4: Install NetSuite Bundle
To install bundles on their NetSuite account, your Client must have the Administrator role or the relevant permission to allow bundle installation.
- Bundle ID: 391485
- Bundle Name: AppLink
To install this bundle your client must
- Login to NetSuite
- Go to Customization > SuiteBundler > Search & Install Bundles (Administrator)
- Enter the bundle name as above
- Select the bundle
- Click the 'Install Bundle' button
In the linking process, your client will be directed to a link similar to this for your NetSuite instance https://6950262.app.netsuite.com/app/bundler/installbundle.nl?whence=.
Step 5: Enable SuiteCloud features and Token-based Authentication
Your Client must enable the following SuiteCloud features.
- SuiteScript > Client SuiteScript
- SuiteScript > Server SuiteScript
- SuiteTalk (Web Services) > Rest Web Services
- Manage Authentication > Token-based Authentication
To enable the features your Client must
- Login to NetSuite
- Go to Setup > Company > Enable features > SuiteCloud tab.
- Tick the box beside each of the above features
- Scroll to the bottom of the terms and conditions popup modal and accept
- Save changes.
During the linking process, your client will be directed to this link.
Step 6: Confirm link setup
Confirm that you have properly installed the NetSuite Bundle, enabled SuiteCloud features, and enabled Token-based Authentication
Step 7: Login
Once the previous steps have been completed, login to Oracle NetSuite to complete the connection.
Upon success, the Client will be redirected to the Audit Sight Connector to complete the next step of integrating the bank accounts.
