This guide will walk you through setting up the sync between Oracle NetSuite and Bill.com. For more information on how the sync works (which objects sync, known limitations, and best practices), check out the following article:

Oracle NetSuite Sync - Best Practices and Additional Information

Please note: Oracle NetSuite SuiteTax is currently incompatible with the Bill.com sync. We recommend you do not set up the integration between Bill.com and Oracle NetSuite if you are using this feature

Table of Contents

Introduction

Record Types and Known Limitations

Sync Setup

Create a new integration
Create access tokens
Install the bundle in Oracle NetSuite
Connect your sync
Sync your classifications
Sync your transactions

Set up a sync button in Oracle NetSuite

Introduction

The following image shows what objects sync and in which direction.

The following table covers the high-level overview of the following:

List of objects that sync from Bill.com to Oracle NetSuite, and vice versa
Known limitations

Record Types and Known Limitations

	Record Type	Oracle NetSuite to Bill.com	Bill.com to Oracle NetSuite	Known Limitations
General	Vendors	Yes	Yes	- Vendors with Access enabled in Oracle NetSuite cannot be updated by Bill.com
	Customers	Yes	Yes	- Customers with Access enabled in Oracle NetSuite cannot be updated by Bill.com - Bill.com does not support more than one subsidiary per customer.
	Chart of Accounts	Yes	Yes	- Summary accounts are not supported.
	Departments	Yes	Yes
	Locations	Yes	Yes
	Classes	Yes	Yes
	Items	Yes	Yes	- Items created in Bill.com and synced to Oracle NetSuite use the subtype: For Resale. - Sales Tax Items are not supported.
	Jobs/Projects	Yes	No	- Requires Bundle 3.1 or later
	Custom fields	No	No	- Custom fields are ignored by the sync. They will not prevent the bills from syncing to Bill.com. Custom fields will be preserved in Oracle NetSuite but will not be visible in Bill.com. - When creating custom fields in Oracle NetSuite, assign a default value to avoid any conflicts.
	Currency	Yes	Yes	- Multi-currency setting must be enabled in both Bill.com and Oracle NetSuite
	Payment Terms	No	No	- Payment Terms do not sync to/from Oracle NetSuite.
	Attachments	Yes	No	- Attachments sync from Oracle NetSuite to Bill.com. - Attachments do not sync from Bill.com to Oracle NetSuite.
	Partners	No	No	- Partners do not sync to/from Oracle NetSuite.
Payables	Bills	Unpaid bills only *	Yes	- Partially- and fully-paid bills do not sync from Oracle NetSuite to Bill.com. * You can disable import of unpaid bills from Oracle NetSuite to Bill.com. See Sync your transactions for more details.
	Vendor Credits	Unapplied vendor credits only **	Yes	- Partially- and fully-applied vendor credits do not sync from Oracle NetSuite to Bill.com. - Vendor Credit applications (applying, un-applying, and reapplying) do not sync from Oracle NetSuite to Bill.com. - If you would like the sync to be able to apply Vendor Credits in Oracle NetSuite, when the period is closed, you will want to enable Non-GL Changes to the Accounting Period in Oracle NetSuite: Setup > Accounting > Manage Accounting Periods Click on the period in which the vendor credit is dated in order to edit the base period Ensure "Allow Non-G/L Changes" is checked on as true ** You can disable import of unapplied vendor credits from Oracle NetSuite to Bill.com. See Sync your transactions for more details.
	Approval Status	No	Limited***	*** You can opt to only sync bills/vendor credits approved in Bill.com into Oracle NetSuite. However, approval status is not kept in sync. See Best Practices and Additional Information for more details.
	Bill Payments	No	Yes	- Payments made in Oracle NetSuite do not sync to Bill.com. - Payments synced from Bill.com to Oracle NetSuite will always use the same Department, Class, and/or Location, per subsidiary, as applicable. See Best Practices and Additional Information for more details.
	Purchase Orders	Yes, once converted to unpaid bills	N/A	- You cannot view original Purchase Order in Bill.com. - The Purchase Order number will appear on bills and vendor credits that originated from POs in Oracle NetSuite. - Bills created from POs from Oracle NetSuite should not be edited in Bill.com. See Best Practices and Additional Information for more details.
	AP Funds Transfers	No	Yes	- Funds Transfers synced from Bill.com to Oracle NetSuite will always use the same Department, Class, and/or Location, per subsidiary, as applicable. See Best Practices and Additional Information for more details.
	Commissions	No	No	- Commissions do not sync to/from Oracle NetSuite
Receivables	Transactions	No	No	- AR transactions (Invoices, Credit Memos, Sales Orders, Invoice Payments, AR Funds Transfers) are not supported.

Sync Setup

The setup process will take at least 90-120 minutes, more if you’re syncing multiple subsidiaries. There will be periods of down-time while you’re waiting for the bundle to install, or for records to sync into Bill.com, which happens at the end of each section. While we recommend that you complete the setup in one sitting, it’s okay to take a break at the end of a given section. To get started, you will need:

A brand new Bill.com account with a verified bank account (bank account not mandatory).
Administrator access to the Oracle NetSuite account
Administrator or Accountant access to the Bill.com account
Access to the bundle in Oracle NetSuite. Contact Bill.com Customer Support to get access; you will need to provide your Oracle NetSuite Account ID.
Your Oracle NetSuite Account ID

To find this in Oracle NetSuite, hover over Setup > Integration and click Web Services Preferences. Account ID is displayed on the top left.

Write this value down (it will be used several times during set up)

Ensure the following settings are made within the Oracle NetSuite account:

Hover over Setup > Company > Click Enable features
Click SuiteCloud
Make sure all options under SuiteBuilder are enabled
Enable the following options:
- Under the SuiteScript section
  - Client SuiteScript
  - Server SuiteScript
- Under the SuiteFlow section
  - Suiteflow
- Under the Manage Authentication section
  - Token-Based Authentication
Click I agree on the SuiteCloud Terms of Service page
Click Save

Create a new integration

A Oracle NetSuite Administrator will need to create an integration in Oracle NetSuite that will allow us to obtain the Consumer Key and Consumer Secret that is required to connect the sync.

In Oracle NetSuite, hover over Setup > Integrations > Manage Integrations > Click New
Ensure State field is Enabled
Enter Billcom in the Name field
Check the box for TOKEN-BASED AUTHENTICATION
Check the box for TBA: ISSUETOKEN ENDPOINT
Uncheck the box for TBA: AUTHORIZATION FLOW
Click Save
Copy and Save the Consumer Key and Consumer Secret, both will be required to connect the sync
- Important: This will not be viewable again after navigating away from the page

Create access tokens

A Oracle NetSuite Administrator will need to create access tokens in Oracle NetSuite that will also be required to connect the sync.

Click Manage Access Tokens from the Settings box on the Homepage in Oracle NetSuite
Click New My Access Token
Enter Billcom in the Application Name field
Click Save
Copy and Save the Token ID and Token Secret, both will be required to connect the sync
- Important: This will not be viewable again after navigation away from the page

Install the bundle in Oracle NetSuite

You only need to install the bundle once per Oracle NetSuite Account.

In Oracle NetSuite, hover over Customization > SuiteBundler and click Search & Install Bundles. Do not click “List.”
Type “Bill.com” into the Keywords field and search.
Click on the most recently created Bill.com Sync for NetSuite bundle
Click Install
Read through the Bill.com SuiteBundle Terms, and click I Agree to continue.
Click Install. Do not change any of the Preference dropdowns.
Click Refresh, or refresh your browser, to update the installation’s progress.
Once the bundle is fully installed, move onto the next section.

The following 3 sections need to be performed once per Bill.com account / Oracle NetSuite subsidiary pair. You’ll need your Oracle NetSuite Account ID, as well as the Subsidiary ID for each subsidiary that will be syncing. To find your Subsidiary ID:

In Oracle NetSuite, hover over Setup > Company under Classifications > Subsidiaries
Click View for the subsidiary that will sync with this Bill.com account.
Locate the Internal ID - this is your Oracle NetSuite Subsidiary ID.

If you cannot find the Internal ID field, look at the URL for the page in your browser -- it will contain “id=” followed by a number. That number is then Oracle NetSuite Subsidiary ID.

Connect your sync

This section needs to be performed once per Bill.com account / Oracle NetSuite subsidiary pair. You will need your Oracle NetSuite Account ID and Subsidiary ID; to find your Subsidiary ID, see above.

In Bill.com, hover over the gear icon at the top right and click Settings. In the Accounting section, click Preferences
In the Accounting Preferences page, click the edit icon on the right
In the Accounting Preferences Edit page, set your Accounting Preferences as follows: (Do not make additional changes unless instructed by Bill.com Support)
- Do not enable a classification that you are not using

If you are using Departments, Locations, Classes, Customers, and/or Items on your payables, choose Yes for that classification
If your Vendor IDs and Customer IDs are automatically generated with a particular naming scheme in Oracle NetSuite, click the dropdown for Vendor Sequence ID and select Use auto-numbering

Click Save to save your Accounting Preferences
In Bill.com, hover over the gear icon and click Settings
Under Sync, click Setup
Click Connect
On the Sync Login page, enter the following:

Consumer Key: Paste the Consumer Key that was copied and saved
Consumer Secret: Paste the Consumer Secret that was copied and saved
OAuth Token: Paste the Token ID that was copied and saved
Token Secret: Paste the Token Secret that was copied and saved
Account ID: Enter the Account ID of the Oracle NetSuite account
Subsidiary ID: If you’re using OneWorld, enter the Internal ID of the Subsidiary that this Bill.com account will sync with. If it is not a OneWorld account, leave this field blank.

Click Save to perform the first sync. This will sync your Vendors and Chart of Accounts. The sync can take some time depending on how many records are syncing - if you’ve got more than 1,000 Vendors and/or Accounts you can take a break while it’s running.
Once the sync is complete, click Okay, and set your Sync Preferences in Bill.com.

Do not select the "Sync only approved bills and vendor credits" setting, this is set up in Bill.com Preferences within Oracle NetSuite - this setting in Bill.com will not affect the sync at all.

Review your Bill.com Sync Preferences. If you have questions regarding a particular setting, hover over the blue ‘?’ icon for more information.

Sync your classifications

This section needs to be performed once per Bill.com account / Oracle NetSuite subsidiary pair. You will need your Oracle NetSuite Account ID and Subsidiary ID; to find your Subsidiary ID, see above.

In Oracle NetSuite, hover over Customization > Lists, Records, & Fields, and click Record Types.
Find the record called Bill.com Preferences. Click the List link for that row, which will be on the right side of the page.
In the Bill.com Preferences List page, find the Bill.com Preferences record for the subsidiary whose sync you’re setting up and click the Edit link for that record.
In the Bill.com Preferences Edit page, on the Lists subtab go through each of the following steps (Do not make additional changes unless instructed to do so by Bill.com Customer Support):
- Record Types to Sync: if you are using customers, items, locations, departments, and/or classes in your AP transactions, check the box for that particular classification. This will allow that record type to sync for use on your transactions in Bill.com.
- Item Subtypes: If syncing Items for use on payables, but do not want a particular item subtype to appear in Bill.com, check the box for that item subtype. This will prevent items with that subtype from syncing into Bill.com.
- Configuration: check the Lists Preferences Set Up Complete checkbox. (This allows you to set up additional preferences later and cannot be skipped)
Click Save to save the Bill.com Preferences record with these settings
Return to Settings in Bill.com. In the Sync section, click Sync Now. This will sync any additional classifications you are using.
Once the sync has completed, address any errors that were encountered. Do not continue until your errors have been addressed, unless otherwise advised by Bill.com Support representative.

Sync your transactions

This section needs to be performed once per Bill.com account / Oracle NetSuite subsidiary pair. You will need your Oracle NetSuite Account ID and Subsidiary ID; to find your Subsidiary ID, see above.

In Oracle NetSuite, hover over Customization > Lists, Records, & Fields
Click Record Types
Find the record called Bill.com Preferences.
Click the List link for that row, which should be on the right side of the page.
In the Bill.com Preferences List page, find the Bill.com Preferences record for the subsidiary whose sync you’re setting up and click the Edit link for that record.
On Bill.com Preferences Edit page, click Transactions subtab
In the Bill.com Preferences Edit page, go through each of the following steps: (Do not make additional changes unless instructed by Bill.com Support)
- Records to Sync
- Sync Only Approved
- Default Classifications
- Configuration

Miscellaneous

In the Bill.com Preferences List page, find the Bill.com Preferences record for the subsidiary whose sync you’re setting up and click the Edit link for that record
On Bill.com Preferences Edit page, click Miscellaneous subtab
In your browser, copy your browser’s current URL and paste it into the Oracle NetSuite Domain field.
After pasting it into the Oracle NetSuite Domain field, delete everything in the URL that appears after the “.com”
- Example: assume the browser’s current URL is “https://system.na1.netsuite.com/app/common/custom/custrecordentry.nl?rectype=650”. Once it has been pasted, everything after the “.com” is deleted. The field now reads: “https://system.na1.netsuite.com”.
Click Save to save the Bill.com Preferences record with these settings
In Bill.com, hover over the gear icon and click Settings
Under Sync, click Sync Now; this will sync your transactions
Once the sync has completed, address any errors. Once they are addressed, you are finished!

Congratulations! You have finished setting up the sync between Bill.com and Oracle NetSuite.

Set up a sync button in Oracle NetSuite

You can set up a sync button right on the Oracle NetSuite homepage. This button will make initiating a manual sync right from within Oracle NetSuite so that you do not have to navigate away if you don't want to. This step is optional.

In Oracle NetSuite, click the Home icon
Click Personalize
Click Custom Portlet
Hover over the three dots, click Set up
Select Bill.com Sync Portlet on the Source field in the Custom Content Box
Click Save

Now, you can click Sync Now to initiate a manual sync from within Oracle NetSuite.

Entity	Date used for Start Date:
Bill	Invoice Date
Vendor Credit	Credit Date
Sent Pay/Payment	Process Date
Funds Transfer	Process Date

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Introduction

Record Types and Known Limitations

Sync Setup

Install the bundle in Oracle NetSuite

Connect your sync

Sync your classifications

Sync your transactions

Miscellaneous

Set up a sync button in Oracle NetSuite