This guide will walk through setting up the sync with Oracle NetSuite.

Sync with Oracle NetSuite requires an implementation appointment, unless you have an accountant's console that includes this sync. Contact Customer Support by selecting Contact Us at the top of this page to book an appointment.

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Table of Contents

• Sync Overview
• Sync Setup
  • Install the bundle in Oracle NetSuite
  • Create access tokens
  • Subsidiaries
  • Connect the sync
  • Bill.com Preferences in Oracle NetSuite
• Set up a sync button in Oracle NetSuite

Sync Overview

The following image shows what objects sync and in which direction.

Record types and known limitations

Record Type	Oracle NetSuite to Bill.com	Bill.com to Oracle NetSuite	Known Limitations
Vendors	Yes	Yes	- Vendors with Access enabled in Oracle NetSuite need to be updated in Oracle NetSuite
Customers	Yes	Yes	- Bill.com supports only one subsidiary per customer - Customers with Access enabled in Oracle NetSuite need to be updated in Oracle NetSuite
Chart of Accounts	Yes	Yes	- Summary accounts are not supported
Departments	Yes	Yes
Locations	Yes	Yes
Classes	Yes	Yes
Items	Yes	Yes	- Items created in Bill.com and synced to Oracle NetSuite use the subtype: For Resale
Jobs/Projects	Yes	No	- Requires Bundle 3.1 or later
Custom Fields	No	No	- When creating custom fields in Oracle NetSuite, assign a default value to avoid any conflicts - Custom fields are ignored by the sync. They will not prevent the bills from syncing to Bill.com. Custom fields will be preserved in Oracle NetSuite but will not be visible in Bill.com
Multi-Currency	Yes	Yes
Payment Terms	No	No
Attachements	Yes	No
Partners	No	No
Bills	Unpaid bills only	Yes	- Partially and fully paid bills do not sync from Oracle NetSuite to Bill.com - Syncing bills from Oracle NetSuite to Bill.com can be disabled in Bill.com Preferences within Oracle NetSuite
Vendor Credits	Unapplied vendor credits only	Yes	- Partially and fully applied vendor credits only sync from Bill.com to Oracle NetSuite - Vendor Credit applications (applying, un-applying, and reapplying) only sync from Bill.com to Oracle NetSuite - To configure the sync to apply vendor credits in Oracle NetSuite when a period is closed, enable Non-GL Changes - Syncing vendor credits from Oracle NetSuite to Bill.com can be disabled in Bill.com Preferences within Oracle NetSuite - To configure the sync to apply vendor credits in Oracle NetSuite when a period is closed, enable Non-GL Changes - Syncing vendor credits from Oracle NetSuite to Bill.com can be disabled in Bill.com Preferences within Oracle NetSuite
Approval Status	No	Limited	- The option to only sync bills/vendor credits that have been approved is available in Bill.com Preferences within Oracle NetSuite
Bill Payments	No	Yes	- Payments synced from to Oracle NetSuite will always use the same Department, Class, and/or Location per subsidiary, based on selection in Bill.com sync preferences
Purchase Orders	Once converted to unpaid Bill	N/A	- The purchase order can be viewed in Bill.com if purchase order's are enabled - The Purchase Order number will appear on bills and vendor credits that originated from POs in Oracle NetSuite - Bills created from POs from Oracle NetSuite should not be edited in Bill.com or the corresponding Oracle NetSuite bill will be unlinked from the PO
AP Funds Transfers	No	No	- Funds Transfers synced from Bill.com to Oracle NetSuite will always use the same Department, Class, and/or Location per subsidiary, based on selection in Bill.com sync preferences
Commissions	No	No
Receivables	Yes	Yes	- See Oracle NetSuite Accounts Receivables sync: Frequently asked questions (FAQ) for more information.

Sync Setup

The setup process will take at least 90-120 minutes, more if syncing multiple subsidiaries. There will be periods of down-time while waiting for the bundle to install, or for records to sync into Bill.com, which happens at the end of each section. While we recommend completing the setup in one sitting, it is okay to take a break at the end of a given section. To get started, please note the following requirements:

• A brand new Bill.com account with a verified bank account (bank account not mandatory).
• Administrator access to the Oracle NetSuite account
• Administrator, Accountant or Custom User (role with Sync with Accounting System permissions) access to the Bill.com account
• Access to the bundle in Oracle NetSuite. Contact Bill.com Customer Support and provide the Oracle NetSuite Account ID to get access.
• Base currency must be set to USD, even if using multi-currency
• Oracle NetSuite Account ID
  • To find this in Oracle NetSuite, hover over Setup > Integration and select Web Services Preferences. Account ID is displayed on the top left.
    
  • Write this value down (it will be used several times during set up)
  • The account ID can also be copied from the beginning of the URL in a live NetSuite environment

• Ensure the following settings are made within the Oracle NetSuite account:
  1. Hover over Setup > Company > Select Enable features
  2. Select SuiteCloud
  3. Make sure all options under SuiteBuilder are enabled
  4. Enable the following options:
     • Under the SuiteScript section
       • Client SuiteScript
       • Server SuiteScript
     • Under the SuiteFlow section
       • Suiteflow
     • Under the Manage Authentication section
       • Token-Based Authentication
  5. Select I agree on the SuiteCloud Terms of Service page
  6. Select Save

Install the bundle in Oracle NetSuite

The bundle only needs to be installed once per Oracle NetSuite Account.

1. In Oracle NetSuite, hover over Customization > SuiteBundler and select Search & Install Bundles. Do not select “List”.
2. Type “Bill.com” into the Keywords field
3. Select search
4. Select on the most recently created Bill.com Sync for NetSuite bundle
5. Select Install
   
6. Read through the Bill.com SuiteBundle Terms, select I Agree to continue
7. Select Install Bundle. Do not change any of the Preference dropdowns.
8. Select Refresh, or refresh the browser, to update the installation’s progress

Once the bundle is fully installed, move onto the next section.

Create access tokens

An Oracle NetSuite Administrator will need to create access tokens in Oracle NetSuite that will also be required to connect the sync.

1. Select Manage Access Tokens from the Settings box on the Home page in Oracle NetSuite
2. Select New My Access Token
3. Select Bill.com - Prod in the Application Name field
   • The Token Name will autofill with the Administrator name
4. Select Save
5. Copy and Save the Token ID and Token Secret, both will be required to connect the sync
   • Important: This will not be viewable again after navigating away from the page

Subsidiaries

If syncing subsidiaries, the following 3 sections need to be performed once per Bill.com account / Oracle NetSuite subsidiary pair. The setup will require the Oracle NetSuite Account ID, as well as the Subsidiary ID for each subsidiary that will be syncing. To find the Subsidiary ID:

1. In Oracle NetSuite, hover over Setup > Company under Classifications > select Subsidiaries
2. Select View for the subsidiary that will sync with this Bill.com account
3. Locate the Internal ID - this is the Oracle NetSuite Subsidiary ID

Connect the sync

If syncing subsidiaries, the following will need to be performed once per Bill.com account / Oracle NetSuite subsidiary pair.

1. In Bill.com, select settings

2. Under Accounting, select Preferences

3. Select Edit

4. Set the Accounting Preferences as follows: (Do not make additional changes unless instructed by Bill.com Support)

   • Do not enable a classification that will not be used
   • If using Departments, Locations, Classes, Customers, and/or Items on payables, choose Yes for that classification
   • If Vendor IDs and Customer IDs are automatically generated with a particular naming scheme in Oracle NetSuite, select the dropdown for Vendor Sequence ID and select Use auto-numbering

5. Select Save

6. In Bill.com, select settings

7. Under Sync, select Setup

8. Select Connect

9. Select Continue

10. On the Sync Login page, enter the following:

    • OAuth Token: Paste the Token ID that was copied and saved
    • Token Secret: Paste the Token Secret that was copied and saved
    • Account ID: Enter the Account ID of the Oracle NetSuite account
    • Subsidiary ID: If using OneWorld, enter the Internal ID of the Subsidiary that this Bill.com account will sync with. If it is not a OneWorld account, leave this field blank.

11. Select Save to perform the first sync. This will sync the Vendors and Chart of Accounts. The sync can take some time depending on how many records are syncing - if there are more than 1,000 Vendors and/or Accounts, take a break while it’s running.
    

12. Once the sync is complete, set Sync Preferences in Bill.com by selecting the Oracle NetSuite accounts to use for the following settings:
    

    • Sync Automatically
      • Checking this box ensures that the sync is run at least once daily. However, the sync can always be run more often manually via the Sync Now button.
    • Sync Only Approved Bills and Vendor Credits
      • Do not select this setting, this is set up in Bill.com Preferences within Oracle NetSuite - this setting in Bill.com will not affect the sync at all.
    • Unallocated Expense Account
      • This is where bills with no GL accounts specified in Bill.com will post to during the sync.
    • Default Bank Account in Accounting Software
      • This is the default bank account used to record any payments made outside of Bill.com.
    • Deposit To Account
      • Ex: Undeposited Funds is frequently used to record check payments received, but not yet deposited.
      • This is the default account to record payments received outside of Bill.com.
    • GL Account For Bank Account XXXX
      • This is where funds transfers for payments made/received through the specified bank account will post
    • Master In Case of Conflict
      • If a record is updated with different values in Bill.com and the accounting software before the next sync, only the values for the record set as master will be kept.

13. Select Save

Bill.com Preferences in Oracle NetSuite

If syncing subsiaries, the following will need to be performed once per Bill.com account / Oracle NetSuite subsidiary pair.

Lists Subtab

1. In Oracle NetSuite, hover over Customization > Lists, Records, & Fields, select Record Types
2. Find record called Bill.com Preferences. Select List for that row, which will be on the right side of the page.
3. On the Bill.com Preferences list page, find Bill.com Preferences record for the subsidiary the sync is being set up for and select Edit
4. On Bill.com Preferences Edit page, go through each of the following steps (Do not make additional changes unless instructed to do so by a Customer Support representative):
   • Record Types to Sync
     • If using customers, items, locations, departments, and/or classes in AP transactions, check the box for that particular classification. This will allow that record type to sync for use on transactions in Bill.com.
     • Do not enable the sync for a classification if it will not be used on AP transactions. This can increase the amount of time the sync takes, as well as cause unnecessary sync errors.
     • If enabling customer sync between Bill.com and Netsuite, customers must exist in Netsuite under subsidiary #1.
   • Item Subtypes
     • If syncing Items for use on payables, but do not want a particular item subtype to appear in Bill.com, check the box for that item subtype. This will prevent items with that subtype from syncing into Bill.com.
   • Configuration
     • Check Lists Preferences Setup Complete
5. Select Save

Transactions Subtab

1. On the Bill.com Preferences list page, find Bill.com Preferences record for the subsidiary the sync is being set up for and select Edit
2. On Bill.com Preferences Edit page, select Transactions subtab
3. Go through each of the following steps (Do not make additional changes unless instructed to do so by a Customer Support representative):
   • Records to Sync
     • Payables Sync Start Date: set this to the starting date of the most recent open period. If the sync start date is left empty, the sync start date will default to 90 days prior. (Note: this field is NOT editable once set)
       • Bills, Vendor Credits, Payments, and Funds Transfers will adhere to the following Start Date logic:
         • Entity = Date used for Start Date
         • Bill = Invoice Date
         • Vendor Credit = Credit Date
         • Sent Pay/Payment = Process Date
         • Funds Transfer = Process Date
     • Bypass Start Date for Unpaid Bills/Unapplied Credits: Enables bills with invoice dates prior to the sync start date to sync from Oracle NetSuite to Bill.com. Once the start date is set and the box for bypass start date is checked, the sync will bring in ALL unpaid bills modified in the 90 days prior to the sync start date as long as books are open. To bring in bills older than 90 days, modify the bill in Netsuite, then sync again.
     • Ignore Customers in Bills/Credits: Prevents Customers selected on bill/credits from syncing to Bill.com. Customer selection will be preserved in Oracle NetSuite but will not be visible on the bill/credit in Bill.com.
     • Don't Sync Unpaid Bills / Unapplied Credits from Oracle NetSuite: prevents bills and vendor credits to sync from Oracle NetSuite to Bill.com. Bills and credits will only sync from Bill.com to Oracle NetSuite.
     • Sync payments made in Oracle NetSuite: this setting is not active (do not select)
     • Enable document sync from Oracle NetSuite: Enables attachments associated to Bills to sync from Oracle NetSuite to Bill.com. (Attachments will not sync from Bill.com to Oracle NetSuite)
   • Sync Only Approved
     • Only Sync Approved Bills/Credits from Bill.com: If using approvals in Bill.com, prevents syncing of bills/vendor credits from Bill.com to Oracle NetSuite until they are fully approved
     • Only Sync Approved Bills from Oracle NetSuite: If using approvals in Oracle NetSuite, prevents syncing of bills from Oracle NetSuite to Bill.com until they are fully approved
   • Default Classifications
     • If Classifications: Classes, Locations, and/or Departments on Payables transactions are set as required/mandatory within Oracle NetSuite settings, choose those defaults for these classifications
       • Note: Default Classifications applies to all Payables transaction types, including bills and vendor credits
   • Configuration
     • Check Transactions Preferences Setup Complete

Miscellaneous Subtab

1. On the Bill.com Preferences list page, find Bill.com Preferences record for the subsidiary the sync is being set up for and select Edit
2. On Bill.com Preferences Edit page, select Miscellaneous subtab
3. In the browser, copy the browser’s current URL and paste it into the Oracle NetSuite Domain field
   • After pasting it into the Oracle NetSuite Domain field, delete everything in the URL that appears after the “.com”
4. Select Save
5. In Bill.com, hover over the sync icon, select Sync Now to sync classifications and transactions

The sync setup is complete!

Set up a sync button in Oracle NetSuite

You can set up a sync button right on the Oracle NetSuite homepage. This button will make initiating a manual sync right from within Oracle NetSuite so that you do not have to navigate away if you don't want to. This step is optional.

1. In Oracle NetSuite, select the Home icon
2. Select Personalize
3. Select Custom Portlet
   
4. Hover over the three dots, select Set up
   
5. Select Bill.com Sync Portlet on the Source field in the Custom Content Box
6. Select Save
   

Now, you can select Sync Now to initiate a manual sync from within Oracle NetSuite.

Resources

• Oracle NetSuite: Best practices and additional information