What data do we sync with NetSuite

Connect your NetSuite account to Bill Manager to automatically sync your vendors, bills, and payments, ensuring your financial records stay accurate without manual data entry.

Data will auto-sync in real time. To manually sync, click the sync icon on the Pay dashboard.

We are gradually releasing this feature to ensure the best experience for everyone as it arrives.

This article explains what data syncs between NetSuite and Bill Manager and contains the following sections: 

What syncs between NetSuite and Bill Manager

The integration supports three core entities to help you manage your business expenses:

  • Vendors: Full support for creating and updating vendor details.
  • Bills: Full support for syncing bills between both platforms.
  • Bill Payments: Support for creating and updating payments 

Deleting a payment in Bill Manager will not delete it in NetSuite.

What to expect during your first sync

When you connect NetSuite for the first time, Bill Manager scans your records to ensure your data remains clean and organized.

  • Preventing duplicate vendors: The system checks NetSuite for existing vendors that match those in Bill Manager. If a match is found, you will be asked to confirm which ones should be linked together.

    If you decide to skip linking any of the suggested vendors during this initial review, you’ll need to confirm that choice.

    Please note that vendors you skip at this stage cannot be linked later, so make sure to review the matches carefully before continuing.

  • Historical vendor data: Bill Manager will only import vendors that have bills dated within the last 365 days. 
  • Syncing existing records: The system automatically syncs all open bills and bill payments from the last 180 days.

Important considerations and constraints

To ensure your sync runs smoothly, keep these technical details in mind:

  • File Attachments: Documents or files attached to bills in NetSuite will not sync to Bill Manager.
  • Classes and departments: These specific NetSuite categories are not supported.
  • Tax information: If a bill in NetSuite includes tax, Bill Manager will show the correct total balance. However, because Bill Manager does not have a specific tax entity, the tax won't appear as a separate line item.
  • Payment holds: If a bill is flagged with a "Payment Hold" in NetSuite, it will not sync into Bill Manager. If you enable a hold on a bill that is already in Bill Manager, you can still process the payment there.

A breakdown of synced data

The tables below show exactly how data moves between NetSuite and Bill Manager. The arrows indicate if the data moves one way (←) or both ways (↔).

Vendor:

NetSuite Field Name Sync Direction Bill Manager Field Name
Company name ↔ Vendor business name
Contact (under Relationship) ↔ Vendor contact name
Email ↔ Email address
Phone ↔ Phone number
Address line 1 (under Address) ← Address line 1
Address line 2 (under Address) ← Address line 2
City (under Address) ← City
State (under Address) ← State
Zip Code (under Address) ← Zip Code

Bills:

NetSuite Field Name Sync Direction Bill Manager Field Name
Vendor ↔ Vendor business name
Mailing address ← Check delivery address
Date ← Date bill entered (hidden)
Due Date ↔ Due Date
Reference nu. ↔ Invoice #
Account (under Items table) ↔ Account
Memo\Description (Expense\Item) ↔ Description (Expense\Line Item)
Memo ↔ Note to self
Amount ← Total amount

Payments:

NetSuite Field Name Sync Direction Bill Manager Field Name
The vendor name is on top of the payment (not the actual field) ↔ Vendor
Bank account ↔ Bank Account
Payment date ↔ Delivery Date
Ref No. ↔ Check # OR Bank transfer #
Amount ↔ Full payment amount

 

 

 

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