01: Needed roles
The person who sets up Moss has to be an admin or an accountant in Moss. In NetSuite you need somebody who has the permissions of an administrator role.
Moss requires SOAP Web Services Application and Token Based Authentication features enabled in your NetSuite environment in order to allow setup and use of the integration.
In order to connect Moss with NetSuite, you need to install the Moss application, which you can get directly from SuiteApp.
The connection between Moss and NetSuite relies on an active NetSuite user to have the role "Moss role" in NetSuite.
In order to establish the connection, an Access Token for the integration must be created. We recommend that a specific Moss Integration user role is created for the access token. This role can be selected when creating the token but has to be assigned to a user owning the integration. This can be a (new) integration user or an existing user that has the Moss role assigned.
Attention: Both, Token ID and Token Secret can only be accessed once when the token is created. Both need to be stored in a safe place. We recommend using a password manager for that.
In case you apply workflows for Vendor Bills, you will need to integrate Moss in a way that allows you to bypass those workflows. This is needed because Moss can only post card transactions and invoices paid from Moss correctly when the integration is able to create Vendor Bills with the status “Approved”.
You can contact support@getmoss.com for help in setting this up.
In order to book payments for Moss credit card transactions, you have to create a Moss Balance Account in NetSuite.
This is only relevant if you want to book all Moss card transactions on one Vendor instead of using vendors for each merchant.
Have your Account ID available and make sure you can access the Consumer Key and Consumer Token from the Moss integration created in NetSuite and the Integration Token and Token Secret.
Attention: Tokens and Token Secrets cannot be accessed again in NetSuite. If you don’t have this information anymore, you will need to create a new integration or a new token!
Map your cost dimensions from NetSuite in the way that suits your needs! Set booking accounts, suppliers and VAT codes as inactive when you don't need to access them on the Moss platform.
Categories we get from NetSuite:
Chart of Accounts
Suppliers (Vendors)
VAT codes (Tax rates)
Cost Dimensions:
Departments
Classes
Locations
Custom Segments
Each of the above Cost Dimensions can be mapped either to the “Cost Center” or to the “Cost Carrier” field on Moss side.
Once you started using your integration you can start exporting your payments to NetSuite.