Sync with Oracle NetSuite: At a glance
This article will give you an overview of how our sync with Oracle NetSuite works. If you are looking to setup your sync, please check out the sync setup article linked at the bottom of this page.
Sync Overview
Accounts Payable
Accounts Receivable
* AR sync is not available by default and must be enabled separately. See the Oracle NetSuite Accounts Receivables sync: Frequently asked questions (FAQ) article for more info.
Oracle NetSuite to Cashflow360
With each sync, Cashflow360 picks up any changes in Oracle NetSuite to:
- Accounts
- Vendors *
- Items
- Classes
- Locations
- Projects/Jobs (Requires Bundle 3.1 or later)
* Vendors shared across subsidiaries need to be updated in Oracle Netsuite
Cashflow360 to Oracle NetSuite
With each sync, Oracle NetSuite picks up any changes in Cashflow360 to:
- Vendors
- Bills
- Bill payments
Things to know
- The following objects/actions don't sync:
- Bank Balance
- Merges of any list object records (Chart of Accounts, Vendors, etc.)
- Ex: if merging list objects in Oracle NetSuite, the same two will also need to be merged in Cashflow360
- It is highly suggested to contact Customer Support to help with merges, to be sure the list objects stay linked between Cashflow360 and Oracle NetSuite correctly
- Vendors and Customers shared across subsidiaries need to be updated in Oracle Netsuite
- Once a Receivables invoice has synced with Oracle NetSuite it can't be edited in Cashflow360
Resources
ACCOUNT SETUP View all
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