Uninstall and reinstall the Oracle NetSuite sync bundle

IMPORTANT: The following steps must be taken in the exact order listed or the sync will not function properly.

1. Take note of current Bill.com Preferences in Oracle NetSuite
2. Block any current Consumer Keys
3. Revoke any current access tokens
4. Disconnect the Sync
5. Uninstall the sync bundle
6. Create a new integration
7. Create new access tokens
8. Reinstall the sync bundle
9. Reconnect the Sync
10. Reconfigure Bill.com Preferences in Oracle NetSuite

Take note of current Bill.com Preferences in Oracle NetSuite

1. In Oracle NetSuite, hover over Customization > Lists, Records, & Field, select Record Types
2. Select List for Bill.com Preferences, which will be on the right side of the page
3. Select View for the Subsidiary associated to the Cashflow360 account being updated
4. Take a screenshot of the following tabs
   • List tab
   • Transactions tab
   • Miscellaneous tab

Block any current Consumer Keys

1. In Oracle NetSuite, hover over Setup > Integrations > select Manage Integrations
   
2. 
   
   
3. Select on the current Billcom integration
   
   
   
4. Select Edit
5. Select Blocked in the State field drop down
   
   
   
6. Select Save

Revoke any current access tokens

1. Select Manage Access Tokens from the Settings box on the Homepage in Oracle NetSuite
   
   
   
2. Select Edit next to the access token for Billcom
   
   
   
3. Select Revoke
   
   

Disconnect the Sync

1. In Cashflow360, select Settings
2. Select Setup under Sync
3. Select Disconnect
4. Select Yes to confirm

Uninstall the sync bundle

1. In Oracle NetSuite, hover over Customization > SuiteBundler > Search & Install Bundles > select List
   
   
   
2. Hover over the green dropdown next to the Bill.com sync for NetSuite, select Uninstall
   
   
   

Create a new integration

A Oracle NetSuite Administrator will need to create an integration in Oracle NetSuite that will allow us to obtain the Consumer Key and Consumer Secret that's required to connect the sync.

Important: If syncing with multiple entities/subsidiaries, use the same Consumer Key and Consumer Secrets for all connections.

Tip: Complete the following steps in a new tab for easy copy and paste:

1. In Oracle NetSuite, hover over Setup > Integrations > Manage Integrations > select New
   
   
   
2. Ensure State field is selected
3. Enter Billcom in the Name field
4. Select TOKEN-BASED AUTHENTICATION
5. Select TBA: ISSUETOKEN ENDPOINT
6. Deselect TBA: AUTHORIZATION FLOW
7. Uncheck the box for AUTHORIZATION CODE GRANT
8. Check the box for USER CREDENTIALS
9. Select Save
   
   
   
10. Copy and Save the Consumer Key and Consumer Secret, both will be required to connect the sync
    • Important: For security reasons, the only time the consumer key and consumer secret values are displayed is on the confirmation page. After leaving this page, these values cannot be retrieved from the system. If these credentials are lost or forgotten, they'll need to be regenerated. Treat these values as you would a password.
      

Create new access tokens

An Oracle NetSuite Administrator will need to create access tokens in Oracle NetSuite that will also be required to connect the sync.

Important: If syncing with multiple entities/subsidiaries, use the same access tokens for all connections.

Tip: Complete the following steps in a new tab for easy copy and paste:

1. Select Manage Access Tokens from the Settings box on the Homepage in Oracle NetSuite
   
   
   
2. Select New My Access Token
   
   
   
3. Select the integration that was just created: Billcom in the Application Name field
4. Select Save
   
   
   
5. Copy and Save the Token ID and Token Secret, both will be required to connect the sync
   • Important: For security reasons, the only time the consumer key and consumer secret values are displayed is on the confirmation page. After leaving this page, these values cannot be retrieved from the system. If these credentials are lost or forgotten, they'll need to be regenerated. Treat these values as you would a password.
     
     
     Note: Don't reset previously created access token/secret or it'll break other integrations connected to the Oracle NetSuite account.

Reinstall the sync bundle

IMPORTANT: After reinstalling the bundle, the Bill.com Preferences will need to be configured again within Oracle NetSuite. The Bill.com Preferences are very closely tied to the workflow that was designed when the sync settings were first configured. These settings determine what syncs and what shouldn't sync between Bill.com and Oracle NetSuite. Please make sure you understand the workflow between the two systems before uninstalling and reinstalling the bundle.

• We recommend taking a screenshot of your Bill.com Preferences within Oracle NetSuite before uninstalling the older bundle.

1. In Oracle NetSuite, hover over Customization > SuiteBundler > Select Search & Install Bundles
2. Type Bill.com into the Keywords field
3. Select Search
4. Select Bill.com Sync for NetSuite
   
   
   
   • If you get a no access error, contact Bill.com Support to have access to the bundle enabled
5. Select Install
6. Select I Agree for Bill.com SuiteBundle Terms
7. Select Install Bundle
8. Configure Bill.com Preferences in Oracle NetSuite again

Reconnect the Sync

1. In Cashflow360, select Settings
2. Select Setup under Sync
3. Select the Oracle NetSuite tile
4. Select Connect
5. On the Sync Login page, enter the following:
   • Consumer Key: Paste the Consumer Key that was copied and saved
   • Consumer Secret: Paste the Consumer Secret that was copied and saved
   • OAuth Token: Paste the Token ID that was copied and saved
   • Token Secret: Paste the Token Secret that was copied and saved
   • Account ID: Kept from your previous connection
   • Subsidiary ID: Kept from your previous connection
6. Select Save to run the sync
   

Reconfigure Bill.com Preferences in Oracle NetSuite

1. In Oracle NetSuite, hover over Customization > Lists, Records, & Field, select Record Types
2. Select List for Bill.com Preferences, which will be on the right side of the page
3. Select Edit for the Subsidiary associated to the Cashflow360 account being updated
4. Reset Bill.com Preferences in Oracle NetSuite for the following tabs so they match what the settings were before the bundle was updated:
   • List tab
   • Transaction tab
   • Miscellaneous tab
5. Select Save