NetSuite integration

Integrate your NetSuite account with UK Payroll to push payroll information directly into NetSuite.

Get the most out of UK Payroll

• Map and populate your NetSuite account codes to departments and pay items in UK Payroll.
• Push your payroll information into NetSuite.
• Map departments and locations to NetSuite using a 1-to-1 relationship based on value matches.

Before you begin

Before you connect to NetSuite, make sure the organizational structures and payroll journal template are correctly configured in UK Payroll. To learn more, see Configure your payroll journal.

Departments and locations are pushed from UK Payroll to NetSuite by matching the organizational structure values with classifications in NetSuite.

1. From the left side bar, navigate to Settings > Company > Organisational structure.
2. To push the departments, you need an organizational structure named Departments. Likewise, to push the location information, you need an organizational structure named Locations. Each of the values should match the values listed in NetSuite. To create a new organizational structure, click New field and enter in the name of the organizational structure you’d like to create.
3. To add values, click Add value in the organizational structure you’re populating. Enter the value and click Save.

How to authenticate NetSuite

To connect NetSuite and UK Payroll, a NetSuite administrator must enable token-based authentication and web services.

1. Enable token-based authentication.
   • Log into NetSuite as an Administrator.
   • Follow NetSuite’s instructions on Enabling the SOAP Web Services Feature.
   • In the Suite Talk (Web Services) section, ensure Soap Web Services and Rest Web Services are enabled.
   • In the Manage Authentication section, ensure Token-Based Authentication is enabled.
   • Accept the terms and click Save.
2. Install UK Payroll in NetSuite.
   • Navigate to SuiteApps.
   • Search for UK Payroll.
   • Click Install.
3. Assign roles and create access tokens.
   • Follow NetSuite’s Assign Users to Token-based Authentication Roles to add the UK Payroll role to your account.
   • To create an access token, follow NetSuite’s Access Token Management - Create and Assign a TBA Token.
   • Use the Token ID and Token Secret to integrate NetSuite with UK Payroll.

How to connect to NetSuite

1. From the left side bar, navigate to Settings.
2. Under the Integrations heading, select Overview.
3. Click Integrate in the NetSuite tile.
4. Fill in your Account ID, Token ID, and Token secret. If you have generated a new key and secret in NetSuite, toggle on I know my consumer key and secret and enter those details.
5. Click Integrate.

How to configure your NetSuite integration

1. From the left side bar, navigate to Settings > Integrations > NetSuite.
2. Choose a subsidiary to send payroll journal entries to from the Select subsidiary drop down menu.
3. To customize your payroll journal, click Edit template in the Customise payroll journal section.
4. To implement any changes, click Save & enable.

How to send your payroll journal to NetSuite

You can send your payroll journal to NetSuite for any draft and submitted payrolls.

Note: If you manually send the payroll journal to NetSuite before payday, it won’t be sent again on payday.

1. From the left side bar, navigate to Reports.
2. Select Payroll Journals.
3. Click the three dots to the right of the relevant payroll.
4. Select Send to NetSuite. The payroll journal is published in NetSuite’s Journals section with a Pending Approval status.

FAQs

Why can’t I post my payroll journal to NetSuite? Common errors are:

• Journal already exists in NetSuite - Delete the original entry in NetSuite and resend the journal.
• 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. UK Payroll will highlight the employees who aren’t assigned, so they can be updated.
• A subsidiary wasn’t selected - Ensure that you’ve selected a subsidiary when configuring your NetSuite integration.

Why aren’t my departments and/or locations pushing to NetSuite?
Double-check your set-up to ensure that the corresponding organizational structure exists in UK Payroll and that the values match exactly, and that your journal template is configured to split by departments and/or locations.

I need help with my credentials.
If you have NetSuite but don’t have the SuiteApp, you need to provide your own client credentials. For more information, see NetSuite’s Regenerating a Consumer Key and Secret.