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Prerequisites and Steps to Integration with Jisr HR & Oracle NetSuite

Mohamed Yousry Sayed Ali Mousa
  • Updated

NetSuite is the world’s leading provider of cloud-based business management software. 16,000 high-growth and midsize companies and divisions of large enterprises use NetSuite to manage core business processes with a single, fully integrated system covering ERP/financials, CRM, eCommerce, inventory and more.

NetSuite also offers industry-specific solutions for professional services, software, wholesale distribution, manufacturing, and eCommerce.

 

NetSuite OneWorld helps global, multi-company organizations manage subsidiaries better with robust multinational, multi-currency support.

 

 

JisrHR & NetSuite integration Values:

Connecting NetSuite & JisrHR will help minimise the manual work required to post journals and sync employee data to keep employees data & journals up to date in NetSuite.

 

For more details read the FAQs article here

Supported Versions for Oracle NetSuite Integration 

NetSuite 2024: The latest version as of 2024.

NetSuite 2023.: Released in the second half of 2023.

NetSuite 2023: Released in the first half of 2023.

NetSuite 2022: Released in the second half of 2022.

NetSuite 2022: Released in the first half of 2022. 

 

How do I enable the NetSuite integration?

It is recommended to have someone from your IT team to add the required configurations in NetSuite or someone in your company who has admin permissions access to both of your accounts ( JisrHR and NetSuite ).

 

 

In this article:

  • Get the most out of JisrHR

  • Before you begin

  • How to set up NetSuite integration

    • First: Setting Up NetSuite Side

    • Second: Activating the integration on JisrHR side

  • How to Post a Journal Entry to NetSuite

  • How to sync employees with NetSuite?

  • FAQs

 

 

Get the most out of JisrHR:

With JisrHR and NetSuite, you can:

  • Create Journal Entry Files for

    • Monthly Payroll Journal Entry

    • Out of Payroll Transactions Journal Entry

    • Vacation Settlement Journal Entry

    • Final Settlement Journal Entry

    • Vacation Monthly Accrual Journal Entry

    • End Of Service Reward Monthly Accrual Journal Entry

    • GOSI Accrual Journal Entry

    • Ajeer Fees Accrual ( Payable )

  • Create NetSuite employee records when they are created in JisrHR.

  • Sync employee information upon changes in JisrHR.

  • Deactivate employees when they are deactivated in JisrHR.

  • Delete employee records from NetSuite when they are deleted from JisrHR ( Coming Soon).

 

 

Before you begin:

Make sure the following prerequisites are met:

  • The SOAP Web Services feature is enabled.

  • The Token-based Authentication feature is enabled.

  • A NetSuite integration record with Token-based Authentication.

  • A NetSuite user role for Web Services access.

  • A NetSuite user with the assigned role for Web Services access.

  • A NetSuite access token.

     

 

How to set up NetSuite integration:

To set up the NetSuite integration:

  1. First, open NetSuite to do the setup for the pre-requests (NetSuite side)

  2. Second, open JisrHR and start the NetSuite integration journey (JisrHR side).

     

 

First: Setting Up NetSuite Side:

Step 1: Enable the features

 

The following features must be enabled in order for the integration to function

  • The SOAP Web Services.

  • The Token-based Authentication.

To enable these features follow the following steps:

  1. From Setup, select > Company > Setup Tasks > Enable Features.

2. Enable the SOAP Web Services feature in NetSuite ( into SuiteCloud Tab ).

 

3. Enable the Token-based authentication feature ( into SuiteCloud Tab ).

 

4. Click Save.

 

 

 

Step 2: Create an integration record for the JisrHR-NetSuite integration:

To create a new integration record follow these steps:

  • Go to Setup

  • Select Integration

  • Click on Manage Integrations

  • Click on New

  • Fill out the following details:
    Name: example Jisr integration
    State: Enabled
    Mark this option TOKEN-BASED AUTHENTICATION

     

  • Click on the Save button

 

Once the integration is saved >> Copy Consumer Key and Consumer Secret Values @ the end of the page and paste them to your notepad.

 

Note: The NetSuite consumer key and consumer secret values are displayed in the NetSuite UI only once, when the NetSuite integration record is created.

 

For more details, you can follow the instructions in the following NetSuite help centre article:

https://YOUR_ACCOUNT_ID.app.netsuite.com/app/help/helpcenter.nl?fid=bridgehead_4249032125.html.

 

 

 

Step 3: Create a custom role for the JisrHR-NetSuite integration

A custom role must be created with the permissions listed in Required Permissions.

 

To create a custom role, follow these steps:

  • Go to Setup

  • Select Users/Roles

  • Click on Manage Roles

  • Click on New

  • Fill out the following details:
    Name: example Jisr App
    Accessible Subsidiaries: All
    In the Authentication section Mark this option WEB SERVICES ONLY ROLE

     

     

    Step 4: Set permissions for Jisr HR-NetSuite integration

  • In the Permissions section select all required permissions mentioned in the Required Permissions section.

    • Here are the permissions required for the NetSuite and Jisr HR integration:

       


     

  • Click on the Save button

Note: It may take a few hours for the NetSuite permissions to take effect.

 

See the Customizing or Creating NetSuite Roles from the Account Administration guide, which can be accessed here: https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N325094.html 

 

 

Step 5: Add a NetSuite user for Jisr HR-NetSuite integration

* The Jisr HR NetSuite integration uses NetSuite access tokens to synchronize Jisr HR employees and payroll journal entries to NetSuite.

 

* NetSuite access tokens must be assigned to a NetSuite user.

* You can either use an existing user or create a new one for this purpose (recommended).

 

To create a new NetSuite user, follow these steps:

  • Go to Lists

  • Select Employees

  • Click on Employees

  • Click on New

  • Fill out the required details:
    Name: example Jisr integration

    Email: example test@test.com

     

  • Navigate to Access Tab

  • Mark these 2 options: GIVE ACCESS & SEND NEW ACCESS NOTIFICATION EMAIL

  • Select the role from the list of roles ( According to the created role in step3 ) & click on Add

  • Click on the Save button

 

 

Step 6: Create NetSuite Access Tokens for Jisr HR-NetSuite Integration

  • Go to Setup

  • Select Users/Roles

  • Click on Access Tokens

  • Click on New

  • Fill out the following fields:

    • In the application name field, select the integration record you created in Step 2

    • In the user field, select the user you created in Step5

    • In the role field, choose the role you created in Step3

    • Adjust the token name if needed

       

  • Click on the Save button

     

  • Copy Token ID and Token Secret values and paste them to your Notepad

 

 

Notes:

* The NetSuite token ID and secret values are displayed in the NetSuite UI only once when the NetSuite access token is created.

 

* If the permissions list for the role you created has changed, you’ll need to generate new access tokens

 

User can get "Account Number"

From here, from the URL link through which the user logs in.

 

 

 

Second: Activating the integration on Jisr HR side:

Step 1: Setting up a Connection in Jisr HR

Step 2: Subsidiaries Mapping

Step 3: Cost Centers Mapping

Step 4: Chart Of Accounts Mapping

Step 5: Journal Entry Structure

Step 6: Employees Allocation

Step 7: Sync employees with NetSuite

 

 

Related Articles:

Posting a Journal Entry from Jisr to NetSuite

Defining employee cost centre & subsidiary

Jisr HR - Netsuite Integration FAQs

 

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