Netsuite Integration (Beta)

Pento has been working closely with Netsuite to develop an integration that allows you to push your payroll information directly from Pento into Netsuite. The first version of the integration is currently in Closed Beta, so we can gather customer feedback to guide further changes.

Version 1 allows you to:

• Manually map and populate your Netsuite account codes to the departments/pay items in Pento.
• Manually push your payroll information into Netsuite.
• Map departments and locations from Pento to Netsuite using a 1-to-1 relationship based on an exact match of values.

Configuring Pento

Before you connect Pento to Netsuite, you will need to make sure the Organisational Structures and journal template are correctly configured in Pento. 

a. Configuring Organisational Structures in Pento

Departments and Locations can be pushed from Pento to Netsuite. The integration works by matching the organisational structure values in Pento with the classifications in Netsuite. 

You can check the setup of your organisational structure by going to Settings > Organisational structure.

To push the Departments information, you'll need an organisational structure named Departments, and each of the values should match those listed as departments in Netsuite. 

To push the Location information, you'll need an organisational structure named Locations, and each of the values should match those listed as locations in Netsuite. 

b. Configuring your Payroll Journal Template

The payroll journal template is used to structure the information pushed through to Netsuite. You can follow our guide to configure your journal to your preferences.

2. Configuring Netsuite

You will need to configure Netsuite in a particular way where specific tokens are generated to connect Pento to Netsuite. A Netsuite administrator will need to follow the steps defined in our [insert link for Netsuite integration config article]

3. Connecting Pento to Netsuite

1. In Pento, go to your Settings.
   
2. Select Overview in the Integrations section. Find Netsuite and click on Integrate.
   
3. Add the requested information from Netsuite:
   Account ID: Located in Netsuite > Setup > Setup Manager > Company Information
   Consumer Key and Consumer Secret: See step 2 in the Netsuite Authentication article
   Token ID and Token Secret: See step 4 in the Netsuite Authentication article
4. Click Integrate. Pento will use the credentials provided to develop a connection with Netsuite. You will see a success message to confirm the status of the connection.

4. Configuring your Netsuite integration

Once you have connected Pento and Netsuite, you can configure your journal preferences.

Select a subsidiary: Select the relevant subsidiary from Netsuite. Journals will be posted against this subsidiary.

Customise payroll journal: Using the standard payroll journal setup, you can configure how the information from Pento should be passed to Netsuite. Select Edit Template to review/amend the configuration.

Save your changes to the template – it will be used to post information to Netsuite.

5. Sending your Journal to Netsuite

You can send your journal to Netsuite for any draft and submitted payrolls. Click on the menu option next to the required payroll and select Send to Netsuite.

You'll see a message to confirm whether the journal can be posted successfully. The journal will be published in the Journals area in Netsuite with the status Pending Approval.

FAQ

Why can't I post my Journal to Netsuite?

In some situations, Pento won't be able to post your Journal to Netsuite. When there's an issue, an error message will display to help you identify it. Here are the examples of messages you might see:

• Journal already exists in Netsuite
  If the journal for a payroll already exists in Netsuite, the sending will fail. To resend the journal, you will need to delete the original entry in Netsuite.
  
• Unbalanced Journal
  If you split your journal by Departments and/or Locations, all employees on the specified payroll need to be allocated to a Department and/or Location. If not, your journal will be unbalanced. Pento will highlight the employees that are not assigned so you can update them.
  
  
• A subsidiary was not selected.
  Before you can send your journal to Netsuite, you will need to select the relevant subsidiary in the Integration Settings (see Step 4).
  
  

Why aren't my departments and/or locations pushing to Netsuite?

If your departments and/or location are not pushing to Netsuite, you should double-check your setup:

• An organisational structure called departments or locations exists in Pento, and the values match Netsuite exactly. If the exact wording is not used in the field name or the values do not match precisely, they will not map over.
• Your journal template is configured to split by Departments and locations.