Netsuite integration guide

Deel can connect to and sync data with NetSuite using the dedicated integration. This article explains how to configure Deel and NetSuite so that you can sync data between them.

In this article

Here’s what you’ll find in this article:

• Before you begin
• Step 1. Connect the integration
• Step 2. Configure the integration
• Step 3. Sync data
• Additional settings
• NetSuite integration reference

Before you begin

To successfully set up the NetSuite integration, you’ll need:

• A user with an admin role on Deel
• A user with an admin role on NetSuite
• (Optional) A mapped expense account, if you want to sync invoices

We recommend checking the NetSuite integration reference to understand the features and limitations of the integration before starting to follow this guide.

Testing the integration

You can connect your Deel production account to your NetSuite sandbox tenant to test the integration with real data before going live.

Step 1. Connect the integration

In this section, we’ll guide you through how to connect Deel to NetSuite.

Installing the Deel for NetSuite SuiteApp automatically creates a Deel user role you can assign to an employee account.

To connect to NetSuite:

Install the app

1. Go to More > Apps and search for NetSuite.

2. On the NetSuite integration page, click Connect NetSuite.

3. Click Install in NetSuite to install the Deel App for Global Payroll from the SuiteApp marketplace. 

Assign Deel role to a user

After installing the app, assign the Deel role to the employee linked to the user. 

1. In NetSuite, use the search bar to locate the employee profile linked to the user.
2. Open the employee’s profile page and click Edit.
3. Navigate to Access > Roles and add the Deel role.
4. Click Save.

Log out of NetSuite before returning to Deel to continue connecting the integration.

Customize the integration

After adding the Deel role in NetSuite, continue to customize your setup in Deel.

Only one entity can be selected, which cannot be changed after setup.

1. Click Connect in NetSuite and log in to your NetSuite admin account.

2. On the Expense representation step, select how you want invoice items to appear in NetSuite.

3. On the Synchronization availability step, select when you would like to sync invoices.

4. On the Connect entity to Deel step, map the Deel entity to the relevant NetSuite subsidiary, then click Complete setup.

Leave sync/create vendors turned on so that Deel finds a matching vendor/supplier in NetSuite and syncs your invoices there. If no matching vendor is found, one will be created automatically.

The integration is now connected, you can start to configure the integration.

After connecting the integration, plugins will be automatically activated for configuration based on the contract type in your NetSuite.

Step 2. Configure the integration

In this section, we’ll guide you through configuring the integration so that data can sync successfully.

The vendor management plugin has to be enabled before the bill payments and document plugins can be enabled because bills require a vendor to be set up. 

After connecting NetSuite, configuring it consists of:

• Configuring vendor management
• Configuring Bill (invoice) syncing
• Configuring Payment syncing
• Configuring Document syncing

Configure the vendor management plugin

The vendor management plugin requires at least one vendor to be synced. If you connect the integration, and set it to automatically sync and create vendors, the vendor plugin is activated immediately. If automatic syncing is turned off, you’ll need to manually sync and create vendors to activate the plugin.

To manually create vendors:

1. From the NetSuite integration page, go to the Booking Modules tab.
2. Click the Vendor management plugin.
3. Select a vendor-linking approach and click Create & link vendors.
4. On the Contractor-Vendor management tab, select unlinked vendors and click Link to Vendors.
5. Select the Deel vendor to be used for invoices issued directly by Deel (billing invoices).
6. Click Apply. 

Configure the bill (invoice) sync plugin

This plugin automatically syncs bills and bill payments into NetSuite. 

To configure the bill (invoice) sync plugin:

1. From the NetSuite integration page, go to the Booking Modules tab. 
2. Click Bill (invoice) Sync.
3. On the Enable bill (invoice) syncing page, in the NetSuite expense account section, select the account that you want to map expenses to.
4. (Optional) Turn on Auto invoice sync to automatically sync invoices to NetSuite every time workers are paid.

5. (Optional) Go to the Advanced settings page, to customize the integration further.

The Bill (invoice) sync plugin is configured, and connected entities will begin syncing.

Configure the payment sync plugin

This plugin allows you to map saved payment methods in Deel to payment accounts in NetSuite so that previously synced invoices can be marked as paid and reconciled.

You can only select one default payment per currency.

To configure the payment sync plugin:

1. From the NetSuite integration page, go to the Booking Modules tab. 
2. Click Payment Sync.
3. Select a currency and the payment account you want to link to it.
4. Use Add mapping to map different currencies or payment accounts.
5. Click Enable.

The plugin is configured, and Deel will generate bill (invoice) payments.

Configure the document sync plugin

This plugin syncs Deel-generated invoice PDFs and expense documents (attachments) to NetSuite.

To configure the Document sync plugin:

1. From the NetSuite integration page, go to the Booking Modules tab. 
2. Click Document Sync.
3. Turn on both Sync invoice PDF and Sync invoice attachment files.
4. Select a default folder from NetSuite.
5. Click Enable.

The plugin is configured, and invoice PDFs will sync directly to the invoice entry in NetSuite under the Files tab.

Step 3. Sync data

Automatic syncs occur daily, one way from Deel to NetSuite, but you can manually trigger a sync:

• If you’ve made important changes and need them to sync immediately
• If you notice missing data or errors that suggest that the last sync didn’t complete correctly

To sync data, go to the NetSuite integration page and click Sync NetSuite. 

Recent changes in employee data will be synced from Deel to NetSuite.

Additional settings

In this section, we’ll guide you through any additional configuration that goes beyond the basic setup and usage.

Configure email notifications

Steps on how to configure email notifications

1. Go to your profile Avatar > Profile settings
2. On the Profile settings page, go to the Notifications tab and select Accounting Integration notifications.
3. Turn on email and activate daily summary.

Email notifications are configured, and you will receive real-time notifications on your integration.

NetSuite integration reference

This section provides information about the capabilities and limitations of the integration. You can use it to understand whether the integration can sync the data you need to sync.

Supported contract types

The NetSuite integration supports the following contract types:

• Independent contractor
• Employer of record (EOR)
• Deel Shield (Contractor of Record)

Supported sync entities

The NetSuite integration supports the sync of the following entities:

• Invoices
• Journal entries
• Compensation info
• Documents
• Custom expense categories (invoice lines)

Troubleshooting

This section includes instructions and workarounds to troubleshoot common issues.

Syncing unsynced invoices

Invoices may not sync when there’s an issue with their format or have missing values.

To sync any unsynced invoices:

1. Go to the Sync History tab and click Details on an invoice.
2. In the invoice popup modal, review the error message to address it.
3. Click Sync again.