How to connect Oracle NetSuite to Re-Leased

  • Updated

This article assists you in setting up the integration between Re-Leased and Oracle NetSuite, facilitating a 1:1 connection for each company. By following the steps outlined below, you can ensure a seamless and accurate synchronization of your financial data.

 

Preparing for Integration

Before you establish a connection between Re-Leased and Oracle NetSuite, ensure you've completed the setup in Oracle NetSuite. The necessary components include:

 

Initiating the Connection

To connect Re-Leased to Oracle NetSuite:

  1. Navigate to the Settings page within Re-Leased.
  2. Select the company you wish to sync from the drop-down box at the top left.
  3. Scroll down to the Manage Add-ons and Integrations section.

The Oracle NetSuite status will indicate that you are not yet connected.

 

NetSuite not connected.png

 

Connecting to NetSuite

  1. Select the Connect button to proceed.
  2. On the NetSuite integration page, review the sync details between Re-Leased and NetSuite.
  3. Choose Connect to NetSuite to move forward with the integration.
  4. Confirm the essential steps have been fulfilled in Oracle NetSuite before finalizing the connection.
  5. Change the role from 'Administrator' to 'Re-Leased Integration Role' to ensure proper permissions for the integration.
  6. Select your Oracle NetSuite subsidiary and click Continue to be redirected to Re-Leased for further setup.

If your Re-Leased company contains existing data, you will need to complete the reconciliation steps for Tax Types, Chart of Accounts, Tracking Options, and Contacts. However, if connecting to a new Re-Leased company, no matching will be required.

 

Data Sync Preferences

  1. Choose your Sync from Date to determine which transactions will be included in the sync. Note that this date cannot be earlier than 2018.

You may opt to exclude certain transactions from syncing between Oracle NetSuite and Re-Leased.

 

Tax Type Reconciliation

To reconcile unmatched Tax Types in Re-Leased with those in Oracle NetSuite:

  1. For each unmatched tax type, choose to either archive or match it with an existing Oracle NetSuite tax type.
  2. The status display will show whether the tax types have been matched or archived.
  3. Once all tax types are reconciled, select Continue.

 

Chart of Accounts Reconciliation

To reconcile unmatched Chart of Accounts:

  1. For each unmatched account, choose to either archive or match it with an equivalent Oracle NetSuite account.
  2. The status display will confirm the reconciliation status.
  3. After reconciling all accounts, select Continue.

 

Classifications Reconciliation

To reconcile unmatched Classifications:

  1. Decide whether to archive the classification or match it with an existing Oracle NetSuite classification.
  2. The status display will update accordingly.
  3. Upon completion, select Continue.

 

Contacts Reconciliation

For reconciling Contacts in Re-Leased that don't match with Oracle NetSuite:

  1. Choose to create the contact in Oracle NetSuite, match it with an existing contact, or archive the contact in Re-Leased.
  2. The status display will show the outcome of your selections.
  3. Select Continue after all contacts have been addressed.

 

Completing the initial onboarding and reconciliation finalizes with selecting Confirm. This will trigger the first sync process, which may take some time depending on the data volume.

 

Once syncing is complete, the header's spinning circle will be replaced with a blue flag, signaling the successful integration.

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