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Configuring NetSuite and Tallie

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Tallie offers a NetSuite integration to allow for exporting expense reports as vendor bills to NetSuite. Once you've downloaded the Tallie Integration Bundle and an Integration/Sync user has been established, you can enable the NetSuite Integration Features and Acquire Integration Information to configure your Netsuite account to Tallie.

This article will show you, a NetSuite Admin, how to configure NetSuite so that it connects with Tallie.

Step 1: In your NetSuite Admin account, click the Setup tab. Then, hover your cursor over Company, and select Enable Features.

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Step 2: Click the SuiteCloud tab.

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Step 3: Scroll to the SuiteScript section and check the boxes for:

  • Client SuiteScript
  • Server SuiteScript

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Step 4: Scroll to the SuiteTalk (Web Services) section and check the box for:

  • Web Services

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Please Note: Tallie integrates with NetSuite via SuiteTalk web services. Using the SuiteTalk APINetSuite and Tallie can integrate Lists and Values.

Step 5: Scroll to the Manage Authentication section and check the box for:

  • Token-Based Authentication

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Step 6: Click Save at the bottom of the page.

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Step 7: Next, gather the connection information to enter into Tallie. First, acquire your Account ID by clicking the Setup tab. Then, hover over Company and click Company Information.

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Step 8: Scroll to Account ID and copy and save it to access later.

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Step 9: Next, acquire the Consumer Key & Secret. Click the Setup tab and hover over Integration. Then, hover over Manage Integrations and click New.

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Step 10: In the Name field, enter Tallie Integration.

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Step 11: Ensure the State is set to Enabled.

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Step 12: Click the checkbox next to Token-Based Authentication.

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Step 13: Click Save.

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Step 14: The Consumer Key and Consumer Secret will display. Copy and save them to access later.

Please Note: This is the only time these are available. If you do not copy and save them for later, you will have to begin a new integration for new ones.

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Step 15: Next, log into the NetSuite account of your Tallie Integration user. Select the Home icon.

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Step 16: Select Manage Access Tokens.

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Step 17: In the Application Name field, click the dropdown menu and select Tallie Integration.

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Step 18: The Token Name will automatically be entered. Leave the Inactive checkbox unchecked. Click Save.

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Step 19: The Access Token ID and Access Token Secret are displayed. Copy and save both to access later.

Please Note: This is the only time these are available. Make sure to copy and save them now.

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 To learn how to enter the authentication information into Tallie, see Connecting NetSuite to Tallie.

 

 

 

 

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