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A Guide to Webgility Desktop - NetSuite Integration

This article helps Webgility Desktop users prepare for and successfully set up the NetSuite integration. It outlines the key prerequisites required for a smooth connection, including Token-Based Authentication (TBA) setup, NetSuite connection configuration, subsidiary selection, and enabling background data downloads. The guide also emphasizes following recommended posting settings to minimize errors and ensure streamlined data synchronization between Webgility Desktop and NetSuite. By meeting these requirements and adhering to best practices, users can establish a reliable integration and efficiently manage data across both platforms.

Overview:

Before utilizing the Webgility Desktop - NetSuite integration, it is important to ensure that certain prerequisites are met. This article outlines the essential requirements to set up a smooth and seamless integration between Webgility Desktop and NetSuite.

Prerequisites:

1). TBA Setup in NetSuite:

  • Ensure that Token-Based Authentication (TBA) is set up in your NetSuite account.

  • TBA should be assigned appropriate access permissions to an existing user or the admin user. Alternatively, you can create a new user and assign TBA access permissions.

2). NetSuite Connection Setup:

  • Set up the connection between NetSuite and Webgility Desktop according to the standard documentation provided in the connection guide.

  • Follow all the steps accurately to establish a successful connection.

For NetSuite TBA setup and Webgility Desktop Connection setup follow the steps in this helpful article on: Connect Webgility Desktop with NetSuite

3). Subsidiary Selection in Webgility Desktop:

  • When syncing data to a specific subsidiary in NetSuite, ensure that you select the correct subsidiary in Webgility Desktop at the test connection screen.

  • For more information about subsidiaries in NetSuite, refer to the appropriate documentation provided by NetSuite.

4). Enable Data Download in Background:

  • It is recommended to enable the "Data Download" option in either Webgility Desktop Scheduler settings or keeping the Webgility Desktop app open and it downloads the Data in the background. Follow the steps in this helpful article on: Scheduler settings

  • Enabling this option allows Webgility Desktop to fetch relevant data from NetSuite, reducing the chances of data-related errors when performing tasks within Webgility Desktop.

5). Follow Recommended Posting Settings:

  • To avoid errors, follow the recommended order posting settings in Webgility Desktop.

  • Adhering to the recommended order of operations ensures a streamlined integration process, however, the configuration may vary based on the business needs.

  • Use the NetSuite Menu navigation guide to troubleshoot any permission-specific issues while syncing any data with it.