Uploading your NetSuite data

Before attempting to share your accounts using Validis Connect, please ensure the following:

• You have completed the NetSuite Integration Setup

• You have your NetSuite Company ID.

  • Your Company ID can be found as follows: 

    1. You must be logged into your NetSuite account.

    2. When looking at the URL in the NetSuite portal, you will find a combination of letters and numbers at the beginning. This will be your Company ID.

    For example:

    
  • You are the Netsuite Administrator Account and can access the data you wish to share.
  • You know the User ID and Password for your NetSuite account.
  • You are logged out of NetSuite when sharing your data.

To begin the upload, first sign into your portal and click Upload.

This will prompt you to select your accounting package, select NetSuite then click Next.

Next, you will be redirected to the screen below. Please provide your Company ID to connect to NetSuite.

Once the Company ID has been added, click on Submit.

The first time you upload data for an engagement, you will then be prompted to add your NetSuite login credentials. These are the same credentials you use when logging in to your NetSuite account.

These credentials are then saved to the engagement, meaning you only have to select the company you're sharing data for on all subsequent uploads.

Once you have logged in, NetSuite will ask you to confirm if you want to provide access. 

If you have multiple roles associated with your account, please click Choose Role on the Administrator role, the status will then progress to Logging in.

Click Allow to proceed with the upload.

NetSuite is now connected to Validis and you will be redirected back to the portal. 

Please select the company that you are uploading data for and click Next.

Once completed, the system will show the Success page and begin processing the data.