IMPORTANT: The following steps must be taken in the exact order presented or the sync will not function properly.

• Take note of current Bill.com Preferences in Oracle NetSuite
• Block any current Consumer Keys
• Revoke any current access tokens
• Uninstall the sync bundle
• Create a new integration
• Create new access tokens
• Reinstall the sync bundle
• Disconnect and reconnect the Sync
• Reconfigure Bill.com Preferences in Oracle NetSuite

 

Take note of current Bill.com Preferences in Oracle NetSuite

1. In Oracle NetSuite, hover over Customization > Lists, Records, & Field, click Record Types
2. Click List for Bill.com Preferences, which will be on the right side of the page
3. Click View for the Subsidiary associated to the Bill.com account being updated
4. Take a screenshot of the following tabs
   • List tab
   • Transactions tab
   • Miscellaneous tab

Block any current Consumer Keys

1. In Oracle NetSuite, hover over Setup > Integrations > click Manage Integrations
   
   
2. Click on the current Billcom integration 
   
3. Click Edit
4. Select Blocked in the State field drop down 
   
5. Click Save

Revoke any current access tokens

1. Click Manage Access Tokens from the Settings box on the Homepage in Oracle NetSuite 
2. Click Edit next to the access token for Billcom 
3. Click Revoke 

Uninstall the sync bundle

1. In Oracle NetSuite, hover over Customization > SuiteBundler > Search & Install Bundles > Click List 
2. Hover over the green dropdown next to the Bill.com sync for Oracle NetSuite, click Uninstall 

 

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.

Important: If syncing with multiple entities/subsidiaries, use the same Consumer Key and Consumer Secrets for all connections.

1. In Oracle NetSuite, hover over Setup > Integrations > Manage Integrations > Click New 
2. Ensure State field is Enabled
3. Enter Billcom in the Name field
4. Check the box for TOKEN-BASED AUTHENTICATION
5. Check the box for TBA: ISSUETOKEN ENDPOINT
6. Uncheck the box for TBA: AUTHORIZATION FLOW
7. Click Save 
   
8. Copy and Save the Consumer Key and Consumer Secret, both will be required to connect the sync
   • Important: For security reasons, the only time the consumer key and consumer secret values are displayed is on the confirmation page. After leaving this page, these values cannot be retrieved from the system. If these credentials are lost or forgotten, they will need to be regenerated. Treat these values as you would a password.

Note: Do not reset previously created consumer key/secret or it will break other integrations connected to the Oracle NetSuite account.

 

Create new access tokens

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

Important: If syncing with multiple entities/subsidiaries, use the same access tokens for all connections.

1. Click Manage Access Tokens from the Settings box on the Homepage in Oracle NetSuite
   
2. Click New My Access Token 
3. Select the integration that was just created: Billcom in the Application Name field
4. Click Save 
5. Copy and Save the Token ID and Token Secret, both will be required to connect the sync
   • Important: For security reasons, the only time the consumer key and consumer secret values are displayed is on the confirmation page. After leaving this page, these values cannot be retrieved from the system. If these credentials are lost or forgotten, they will need to be regenerated. Treat these values as you would a password.

Note: Do not reset previously created access token/secret or it will break other integrations connected to the Oracle NetSuite account.

Reinstall the sync bundle

IMPORTANT: After reinstalling the bundle, the Bill.com Preferences will need to be configured again within Oracle NetSuite. The Bill.com Preferences are very closely tied to the workflow that was designed when the sync settings were first configured. These settings determine what syncs and what shouldn't sync between Bill.com and Oracle NetSuite. Please ensure you understand the workflow between the two systems before uninstalling and reinstalling the bundle.

• We recommend taking a screenshot of your Bill.com Preferences within Oracle NetSuite before uninstalling the older bundle.

1. In Oracle NetSuite, hover over Customization > SuiteBundler > Click Search & Install Bundles 
   
   
2. Type Bill.com into the Keywords field 
   
3. Click Search
4. Click Bill.com Sync for NetSuite 
   • If encountering a no access error, contact Bill.com support to have access to the bundle enabled
5. Click Install
6. Click I Agree for Bill.com SuiteBundle Terms
7. Click Install Bundle
8. Configure Bill.com Preferences in Oracle NetSuite again

Disconnect and reconnect the Sync

1. In Bill.com, hover over the gear icon, click Settings
2. Click Setup under Sync
3. Click Disconnect 
   
4. Click Yes to confirm
5. Click the Oracle NetSuite tile
6. Click Connect
7. 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: Retained from your previous connection
   • Subsidiary ID: Retained from your previous connection
8. Click Save to run the sync

 

Reconfigure Bill.com Preferences in Oracle NetSuite

1. In Oracle NetSuite, hover over Customization > Lists, Records, & Field, click Record Types
2. Click List for Bill.com Preferences, which will be on the right side of the page
3. Click Edit for the Subsidiary associated to the Bill.com account being updated
4. Reset Bill.com Preferences in Oracle NetSuite for the following tabs so they match what the settings were before the bundle was updated:
   
   • List tab
   • Transaction tab
   • Miscellaneous tab
5. Click Save

 

Resources

• Oracle NetSuite Sync Setup Guide