How to connect with Netsuite?
Configure SuiteApp and user in Netsuite
- Navigate to SuiteApps and search for Klippa, click on the Klippa logo and click on View SuiteApp.
- Then click on Install and then Install Bundle and agree to the terms.
- Check if you see Klippa for Netsuite in the list of Installed bundles.
- Navigate to Lists > Employees > Employees > New to create a new employee and set a password.
- Navigate to the Access tab at the bottom of the page and only select the Klippa Integration role and click on add.
- Make sure you select the subsidiary, check give access and click save.
- Then navigate to Setup > Company > Enable Features and navigate to the SuiteCloud tab and make sure the following checks are checked:
- Click save.
- Log out of your Netsuite account.
Connecting to Netsuite in Klippa
- Open the Klippa Web App and go to Settings in the left menu and click on Company in the expanded menu.
- Under the Company Settings you will find different menu items. Click on Company Settings / Connections.
- In the list of connections, find Netsuite and click Connect. You will now be redirected to the Netsuite login screen.
- Log in with the employee's username and password you just set up and click Allow.
- The connection is now successful.
Check expense report, approval and currency settings
- Open Netsuite and navigate to Setup > Company > Enable Features
- Navigate to the 'Employees' tab and check whether the setting Expense Reports is enabled.
- If it is not already enabled, check it and press save.
- Then navigate to the Company tab and check whether the Multiple currencies setting is turned on.
- If the setting Multiple currencies is enabled in Netsuite, we recommend that you also enable the setting Allow multiple currencies for expenses in Klippa, so that you can book transactions in a currency that differs from the currency (base currency) of the subsidiary.
- Navigate to Setup > Accounting > Accounting Preferences and click on the Approval Routing tab.
- Make sure the approval routing checkbox for expense reports in Netsuite is off and click on save.
- Log out of your Netsuite account. You have now successfully connected Klippa to Netsuite.
Updated on: 03/02/2025
Thank you!