How to sync a NetSuite organisation and adjust the settings.
This help note will show you how to sync a NetSuite organisation as well as change your sync options. For more info on how Calxa integrates with NetSuite, including the supported versions refer to Calxa and NetSuite
To add a new NetSuite organisation refer to Add a NetSuite Organisation
To edit an existing NetSuite Integration, refer to Edit NetSuite Integration
TABLE OF CONTENTS
Sync Now
Navigate to:
Reports -> Report Tools -> Organisation Sync
or
Settings -> Organisation Settings -> Organisation Sync
Identify the Organisation you wish to Sync in the list of Organisations shown and click SYNC NOW.
Sync Settings
Calxa provides options that can speed up your organisation sync process by excluding selected data such as the business unit lists.
Organisation Sync -> choose the Organisation -> Click Overflow menu ...
Choose Sync Settings
Alternatively, you can access the Sync Settings from the General Settings
Navigate to Settings -> Organisation Settings -> General.
Sync Settings -> CONFIGURE SYNC SETTINGS
Sync Options
To refresh the Monthly Actuals from NetSuite, click the drop down to select the periods to sync from the options provided, we recommend Current & Previous Year, SAVE CHANGES to confirm changes made.
NOTE 💬Transaction-based reports such as the Account Transaction and Aged Receivables/Payables reports are not supported for NetSuite organisations at this stage.
Choose the Categories you wish to sync to Calxa as Business Units. Untick any that are not currently required to speed up the Sync. See Business Unit Configuration for further information regarding the configuration of which categories to sync.
Budget Sync Settings
To sync your Netsuite Budget, click the toggle to show as green, and then select the Budget version you wish to sync from the drop down.
TIP 💡NetSuite Multi-Currency Budgets are not currently supported in Calxa
Daily Sync Settings
By default all Organisations will automatically sync daily, with any notification emails being sent to the Subscription Owner. See the Daily Auto-Sync help article for full details.
NOTE 💬You can only sync a number of orgs simultaneously, equal to the concurrency limit set, when configuring the integration in NetSuite. For example, if it is set to 3, you can only sync 3 orgs at the same time.
If you have more organisations than the concurrency limit set, you will need to stagger the sync timings to allow for this.
