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Integrating Alaan with Oracle NetSuite

Updated over a week ago

This guide walks you through how Alaan connects with Oracle NetSuite — from setup and authentication to data sync and export transactions. It’s broken down into three key sections:


🔑 Integration Scope

  • Automated syncing of data between Alaan and Oracle NetSuite.

  • Seamless creation of journal entries for Alaan transactions in Oracle NetSuite.

  • Attachment of receipts for detailed transaction tracking.

  • Syncs automatically every 24 hours, with an option to sync manually anytime from the Alaan web app

✅ What’s Included

Supported Features

❌ Unsupported Features

Import and link the chart of accounts to categories

Split expenses and export as different line items

Import and map vendors/suppliers

Import tax codes

Import and map Expenses

Create Expenses in NetSuite

Create bank accounts

Add attachments in NetSuite

Include details like spender name, merchant, memo, FX and invoice number

🔄 Data Flow Overview

From

To

Data Shared

NetSuite

Alaan

-Subsidiaries (Companies) List

-Bank Accounts

-Locations & Dimensions

-Chart of Accounts (GL Accounts)

-Tax Codes List

-Suppliers list

Alaan

NetSuite

-General Journals (Transaction Data)

-Attachments (Receipts and Invoices)


🛠 Step-by-Step Guide

Step 0: To set up the integration, ensure the following:

  • Admin access to your NetSuite Account

  • Admin or Accountant access to the Alaan Dashboard

Step 1: Connect Oracle NetSuite to Alaan

  • Log in to the Alaan web app and go to the Accounting page.

  • Select NetSuite and begin the integration process.

  • Your request will be forwarded to our Customer Success team to enable the integration.

Step 2: Create Connection

  • Click on "Connect with Oracle NetSuite".

  • Log in to Oracle NetSuite with your administrative credentials and complete the 3 mandatory steps when redirected to Oracle NetSuite.

    • Bundle installation: The AccountingLink bundle by Rutter needs to be installed

  • Enable SuiteCloud features: Come back to the Alaan Dashboard & you will see it asking to enable SuiteCloud features.

    • SuiteBuilder - CUSTOM RECORDS

    • SuiteScript - CLIENT SUITESCRIPT

    • SuiteScript - SERVER SUITESCRIPT

    • SuiteTalk (Web Services) - REST WEB SERVICES

    • Manage Authentication - TOKEN-BASED AUTHENTICATION

  • Confirm Setup: Ensure that the 'AccountLink' Bundle (ID: 451666) has finished installation. Once all of the 3 steps are completed, click on continue.

  • Allow Administrator Access

  • Select the Subsidiary from the drop-down to navigate to the next step.

Step 3: Import Tax codes

  • Import tax codes from Oracle NetSuite and map them with the corresponding accounts.

Step 4: Import Expense Accounts/GL Accounts/Chart of Accounts

Map the Expense accounts required to export Alaan card expenses to at least one category.

  • Expense Categories: These are specific names that can be assigned to help the spender understand the categories better.

  • Expense Accounts: Your GL accounts from Oracle NetSuite are listed here. You can associate your GL accounts with expense categories. This ensures that when an expense category is selected, it will automatically connect to the appropriate GL account.

  • Default Tax Code: These are not mandatory and are only required if each expense in this category has a designated tax code.

Note: Alaan will replace existing GL Account numbers with the imported Chart of Accounts from Oracle NetSuite. You may skip this step and return to it later via the Settings menu.

Step 5: Select or Create a Bank Account

  • Create a new bank account or select from an existing bank account in Oracle NetSuite to ensure that all your Alaan exports are directed to this designated bank account.

Step 6: Setup Complete

  • Click on Finish to complete the integration setup.

Once the integration is complete, you can start exporting transactions. Learn more about:


⚙️ Manage Oracle NetSuite Integration

  • Map categories to your Account

    Mapping expense categories to Oracle NetSuite's chart of accounts is optional but recommended.

    • Navigate to Settings in the Alaan web application.

    • Click on Expense Accounts.

    • Select an existing expense category or create a new one.

    • Assign a corresponding Chart of Accounts (Expense Account) for the category.

  • Sync Oracle NetSuite

    • Navigate to Settings > Oracle NetSuite in the Alaan web application.

    • Click on Instant Sync (top-right corner).

    • The sync process will start and take up to 5 minutes to complete.

  • Disconnect Integration

    • Navigate to Settings > Oracle NetSuite

    • Click on Disconnect.

    • Confirm the action to disable the integration.

  • Change Bank Account

    • Navigate to Settings > Oracle NetSuite

    • Click on Change Bank Account. Choose the desired bank account and connect it to Alaan.

  • Enable/Disable Vendor Mapping

    • Navigate to Settings > Oracle NetSuite.

    • Toggle the Vendor Mapping switch to enable or disable it.

Need help? Contact the Customer Success Team if you face any issues or if you need further customisation.

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