How to connect Oracle NetSuite to Re-Leased

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:

• These settings
• Tax types
• Chart of accounts
• Classifications

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.

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. There will be four intermediate steps asking you confirm that you have completed each of the essential steps in Oracle NetSuite before finalizing the connection. If the NetSuite settings have been confirmed, you can click Continue through each of these steps.
5. The button on the final step will be Connect to NetSuite. Click this to go to NetSuite and confirm your credentials. 
6. IMPORTANT: This step is easily missed/overlooked. Change the role from 'Administrator' to 'Re-Leased Integration Role' to ensure proper permissions for the integration.
7. 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 matching steps for Tax Types, Chart of Accounts, Tracking Options, and Contacts. However, if connecting to a new Re-Leased company that hasn't been populated with data yet, no matching will be required.

Data Sync Preferences

Choose your Sync from Date to determine which transactions will be included in the sync. Note that this date cannot be earlier than 2018. Normally we recommend going back no further than around two years from the current date, to minimize the risk of overloading the integration with an enormous set of data in the initial sync. 

Tax Type Matching

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 matched or archived, select Continue.

Chart of Accounts Matching

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 show whether the accounts have been matched or archived.
3. After all accounts have been matched or archived, select Continue.

Classifications Matching

To reconcile unmatched Classifications/Tracking Options:

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

Contacts Matching

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

1. Choose to create the contact in Oracle NetSuite either as a new Vendor or Customer, or match it with an existing NetSuite 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 matching choices are finalized by selecting Confirm. This will trigger the first sync process, which may take some time depending on the data volume.