Configuring NetSuite and Tallie Follow
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.
Step 2: Click the SuiteCloud tab.
Step 3: Scroll to the SuiteScript section and check the boxes for:
- Client SuiteScript
- Server SuiteScript
Step 4: Scroll to the SuiteTalk (Web Services) section and check the box for:
- Web Services
Please Note: Tallie integrates with NetSuite via SuiteTalk web services. Using the SuiteTalk API, NetSuite and Tallie can integrate Lists and Values.
Step 5: Scroll to the Manage Authentication section and check the box for:
- Token-Based Authentication
Step 6: Click Save at the bottom of the page.
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.
Step 8: Scroll to Account ID and copy and save it to access later.
Step 9: Next, acquire the Consumer Key & Secret. Click the Setup tab and hover over Integration. Then, hover over Manage Integrations and click New.
Step 10: In the Name field, enter Tallie Integration.
Step 11: Ensure the State is set to Enabled.
Step 12: Click the checkbox next to Token-Based Authentication.
Step 13: Click Save.
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.
Step 15: Next, log into the NetSuite account of your Tallie Integration user. Select the Home icon.
Step 16: Select Manage Access Tokens.
Step 17: In the Application Name field, click the dropdown menu and select Tallie Integration.
Step 18: The Token Name will automatically be entered. Leave the Inactive checkbox unchecked. Click Save.
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.
To learn how to enter the authentication information into Tallie, see Connecting NetSuite to Tallie.