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Sharing your NetSuite data

How to connect NetSuite and share your data with Validis

Once NetSuite has been set up for Validis, sharing your data is done in your browser. The first time you share for an engagement, you enter your NetSuite details and authorise the connection. After that, Validis remembers them, and you only choose the company.

Prerequisites

Before you start, make sure you have the following:

  • You have completed the NetSuite integration setup.
  • You have your NetSuite Company ID.
  • You are using the NetSuite Administrator account and can reach the data you want to share.
  • You know the User ID and Password for that account.
  • You are logged out of NetSuite before you begin.

Finding your Company ID. Sign in to NetSuite and look at the web address in your browser. The combination of letters and numbers at the start of it is your Company ID.

A NetSuite web address with the Company ID at the start of it

The Company ID appears at the start of the NetSuite web address.

Step 1

Start the share in Validis

Sign in to your Validis portal. If you share data for more than one company, choose the right engagement from the dropdown next to the Engagements and Groups options, then select Share Data Now.

The Validis dashboard for an engagement with no data yet, with the Share Data Now button highlighted

Check the engagement name before selecting Share Data Now.

 

Step 2

Choose NetSuite

On Which accounting package do you use?, type NetSuite into the search box and select it from the matches, then select Next.

The accounting package step with the search box highlighted

Search for your package, or pick one from the popular list underneath.

 

Step 3

Enter your Company ID

Enter your NetSuite Company ID, then select Submit.

The Validis screen asking for a NetSuite Company ID, with a Submit button

Enter the Company ID you found in the NetSuite web address.

 

Step 4

Sign in to NetSuite

The first time you share data for an engagement, you are asked for your NetSuite login details. These are the same details you use to sign in to NetSuite normally.

They are then saved against the engagement, so on later shares you only need to choose the company.

The NetSuite login prompt asking for account credentials

The login prompt is shown the first time you share for an engagement.

 

Step 5

Allow access

NetSuite then asks you to confirm that you want to give access. If your account has more than one role, select Choose Role on the Administrator role first. The status then moves to Logging in.

Select Allow to carry on.

The NetSuite screen asking whether to allow access, with the Allow button

NetSuite asks you to confirm access before the share can run.

 

Step 6

Choose the company

NetSuite is now connected, and you are returned to Validis. Choose the company you are sharing data for, then select Next. A success message confirms the share has started.

The Validis screen for choosing which NetSuite company to share data for

Choose the company, then select Next.

What happens next

Your data is queued for processing in Validis. Nothing further is needed from you.

You can follow the progress in your Validis portal, and you may need to refresh your browser to see it change. The status moves from Loading to Processing, and then to Completed.

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