The steps below will walk you through getting started with NetSuite and A2X.

Note: the NetSuite integration is currently available in beta.

Please contact A2X if you would like to try this feature.

While authenticating your NetSuite account to A2X, you will notice that A2X asks you for your Account ID, Consumer key, Consumer secret, Token ID, and Token Secret credentials.

Figure 1: The A2X for NetSuite authentication page

This information can be generated using the A2X Integration Setup bundle in NetSuite.

Using the A2X Integration Setup bundle

Log into NetSuite as an Administrator.

Ensure the necessary features in NetSuite are enabled

To connect your NetSuite account to A2X, you will need to enable two features in NetSuite:

Multiple currencies
SuiteTalk (Web services)

To do that, please navigate to NetSuite and hover over to the Setup tab, then Company and click on the Enable Features tab, as also shown in the image below:

Figure 2: The Enable Features tab

⚠️ Caution! If you cannot find the ‘Enable Features’ tab, then this means that you don’t have the right permissions to perform this operation. Please contact your NetSuite administrator for help.

Enable Multiple Currencies

You will be navigated to the Enable Features page, which allows you to enable and disable certain features. On the Company subtab, scroll down to the International section, and check the MULTIPLE CURRENCIES feature.

Enable SuiteTalk (Web Services)

Now click on the SuiteCloud tab, scroll down to the SuiteTalk (Web Services) section, and check the SOAP WEB SERVICES and REST WEB SERVICES features. Then scroll down to the Manage Authentication section, and check the TOKEN-BASED AUTHENTICATION feature. Once done, please save your changes to proceed to the next step.

Figure 3: The necessary features to enable in NetSuite

1. Search for the bundle

Under Customization, select SuiteBundler > Search & Install Bundles.

Figure 4: Search & install bundle menu in NetSuite

In the search bar, type "A2X" and click Search.

Select the A2X Integration Setup with Bundle ID 527321.

Figure 5: Searching for the A2X Integration Setup bundle

2. Install the bundle

Click the Install button.

Figure 6: The Bundle Detail page

Click Install Bundle. Confirm the installation by clicking OK in the pop-up window.

Figure 7: The Preview Bundle Install page

Wait for the status of the A2X Integration Setup bundle to change from Pending to a green checkmark. This may take a few minutes (you may need to refresh the page to see the status change).

Figure 8: Bundle installation status

3. Setup the Integration

Once the status shows a green checkmark, go to Setup > A2X > Integration Setup.

If you don't see this menu option, refresh the page.

Figure 9: Navigating to the A2X Integration Setup page

Select the employee who the integration will be linked to.
1. This doesn't affect who can use the A2X for NetSuite integration, it just means that the integration is dependent on this user being active.
Click Generate Credentials.

Figure 10: Generating credentials

4. Connect your NetSuite account to your A2X account

Figure 11: The Connect to NetSuite page in A2X

After the credentials have been generated, copy and paste them into the respective fields on the Connect to NetSuite page in A2X and then click the Connect NetSuite button. If everything goes well, you will see that the connection was successful:

Figure 12: Connection complete!

These integration details will continue to be available via Setup > A2X > Integration Setup in case you need to reconnect at some point.

NetSuite Configuration in A2X

1. Specify the Subsidiary A2X should post to

In A2X, under Settings > NetSuite Configuration, select the subsidiary associated with the sales channel you're setting up.

Figure 13: Specifying the Subsidiary; NetSuite Configuration settings page in A2X

Note: If your NetSuite account does not use Subsidiaries, then this dropdown may not be available and is not required.

2. Class, Department, Location

One selecting a Subsidiary, you can optionally define a Class, Department, and/or Location for A2X to set when posting to NetSuite. This will apply to all Journals sent from this A2X account to NetSuite.

3. Set-up your default account mappings.

In A2X under Settings > Connections, you will need to specify the NetSuite accounts where deposits are made across all of the currencies that you use, as well as a few other accounts that are specific to the sales channel you are using.

Figure 14: The Bank Account Settings in the Connections settings page in A2X.

Ensure that your accounts are available for your selected subsidiary

NetSuite will not permit A2X to create a journal entry for an account code from your chart of accounts that is not available for the Subsidiary ID that you selected previously. Please ensure that the Bank Account Settings accounts you specified in the previous step as well as the accounts that you will use for your transaction mappings are available in your chart of accounts for your selected subsidiary.

To verify this, in NetSuite under Setup > Accounting > Chart of Accounts, you can review each account code by using the "Edit" link.

Figure 15: The Chart of Accounts in NetSuite.

When you click on "Edit", you can confirm that the account code is assigned to the subsidiary or the "include children" checkbox is selected and the account code is assigned to a parent company.

Figure 16: The Subsidiaries setting for an account in NetSuite.

4. Configure Custom Segments

To configure any custom segments you'd like to populate, first you'll need to find the list of Custom Segments in NetSuite.

Figure 17a: The Custom Segments page in NetSuite.

View the desired custom segment(s). Ensure that the "Default Record Access Level" under the "Permissions" tab is set to "Edit".

Figure 17b: The permissions tab on a Custom Segment page in NetSuite.

You will need the IDs from NetSuite of any of the custom segments you'd like to populate from A2X. Next, In A2X, go to Settings -> Connections and update the information with the Name (can be whatever you like), the ID (from the NetSuite ID), and the Value to send. Click on "Add custom segment", enter the desired information, then click "Add" to add the row. Don't forget to click on "Save" to save the settings.

Figure 18: The Custom Segments settings in the Connections settings page in A2X.

Sharing your NetSuite connection with other accounts

Once your first NetSuite connection is set-up, you can share the same connection with any of your other accounts so that you do not need to repeat all the steps above.

For your next account, select Connect accounting software on the account's home page.

Figure 19: The connect accounting software step, shown on the account's home page.

Next, select Connect to NetSuite.

Figure 20: Choosing your accounting system connection.

You will then be taken to the page shown below, where you can choose from the drop-down the A2X for Amazon account that is already connected to NetSuite and click on the 'Connect NetSuite' button.

Figure 21: Selecting an existing connection.