Setting Up Your Netsuite Integration

Aimsio’s Netsuite integration currently allows accounts to:

Import Customer, Vendors, Employees, Projects and Items into Aimsio
- Imports can be set to automatically run each morning or be triggered manually.
- Data is imported but not synced. In other words, if information is changed in Aimsio after it’s imported, a re-import from Netsuite will take precedent and overwrite the information stored in Aimsio.
Push Aimsio Invoices
- Invoices can be sent individually, or in bulk.
- A status of Exported is given to Aimsio invoices after they’ve been successfully pushed.
The ability to send Purchase Orders and Non-Recurring Billables is in development.

Below is a chart demonstrating the data flow between Aimsio & Netsuite.

Aimsio		Netsuite	Status
Employee (Direct-Hire)	←	Employee	ACTIVE
Company → Client	←	Customer	ACTIVE
Company → Vendor	←	Vendor	ACTIVE
Billable Item (Default Type: Service)	←	Item	ACTIVE
Job	←	Project	ACTIVE

Invoice	→	Invoice	ACTIVE
Job	→	Project	ACTIVE
Purchase Order	→	Purchase Order PDF cannot be received by NetSuite	TBD
Non-Recurring Billables (NRBs)	→	Bill	TBD

We use Netsuite’s “

” approach for connecting your Netsuite account with Aimsio.

We’ve focused on providing an out-of-box integration by connecting to Netsuite directly using the Aimsio API.

We require that all accounts register Aimsio as an Integration record first. Navigate to Setup > Integration > Manage Integrations > New.

Under OAuth 2.0, make sure AUTHORIZATION CODE GRANT as well as REST WEB SERVICES options are NOT checked.
Make sure Client Credentials (Machine to Machine) Grant is checked

After this step, you are given a client id and a client secret. We need them.
Create a certificate in your local machine, which gives you two files: a self-signed certificate and a private key file (4:30 in the video) using the following command. Please send us both files.
- openssl req -x509 -newkey rsa:3072 -keyout private_key.pem -out public_cert.pem -days 365 -nodes
- If you are running on Windows, you need to install openssl first if the openssl command is not being recognized in your command line.
Navigate to Integrations → OAuth 2.0 Client Credentials (M2M) Setup

Select your user as Entity, the appropriate Role, and the Application you just created. Upload the public cert file. Once Saved, save and send us the Certificate Id.
In summary, here’s what we need:
1. A new integration record: client id and client secret
2. Two pem files generated on your machine (certificate and private key)
3. The certificate id of the new M2M record

Importing Netsuite Data

Aimsio supports the importing of Customers, Vendors, Employees, Projects and Items.
- Customers are imported as Companies (Client).
- Vendors are imported as Companies (Vendor) or Employees (Subcontractor).
  - This option can be defined on our end relative to your requirements.
- Items are imported as Service Billable Items by default.
  - We may be able to assist with setting conditions to allow Items to import as other Billable Items types (ie: Equipment, Labor, etc.)
On the Aimsio Integrations page, navigate to the tab of whichever dataset you’d like to import and click the Import button on the right.

It is possible to set Aimsio up to perform an import of selected data types each morning around 5AM Mountain Standard Time.
Please use care when adopting this feature. If data is changed in Aimsio, after it’s imported, a re-import from Sage Intacct will take precedent and replace the information stored in Aimsio.

Navigate to the Jobs page in Aimsio. Select the Jobs you would like to export, right-click and select Push to Netsuite.

Navigate to the Invoices page in Aimsio. Select all invoices you would like to export, right-click and select Push to Netsuite.

Invoices that have been successfully sent to Netsuite will have their status changed to Exported.

Information changed in Netsuite will not automatically reflect back in Aimsio. When possible, make your changes in Aimsio prior to exporting to Netsuite or a manual change on both platforms will be required.