What has changed with the Airwallex NetSuite Integration?
Previously, to use NetSuite Bank Feed (Bundle ID: 486224) and NetSuite Expenses and Bills (Bundle ID: 485421), you needed to install two separate bundles.
We have now consolidated these functionalities into a single bundle (Bundle ID: 486224) to simplify management and reduce complexity.
What do I need to do as a NetSuite user?
Before you start, please make sure you are signed in as an Administrator on NetSuite
Note – if using this guide for a new integration, please first make sure REST, SOAP & Token Based Authentication is enabled through Setup > Company > Enable Features > SuiteCloud & tick the required boxes.
Step 1: Check your NetSuite bundle version
If you are using our NetSuite Bank Feed, NetSuite Expenses and Bills integration, or both, please ensure that you have installed the NetSuite bundle Airwallex: Bank Feed, Expenses and Bills (Bundle ID: 486224) version 2024.08.09 or later. You will need to authorise Airwallex to access your NetSuite instance through this bundle for both the Bank Feed and Expenses and Bills integration.
In NetSuite, first verify that you have installed the latest bundle. Please navigate to Customization > SuiteBundler > Search and Install Bundles > List and check the version of bundle ID 486224.
If you have already installed the latest bundle, please proceed to step 3.
Step 2: Update bundle version if required
If you are using a bundle version earlier than 2024.08.09, update to the latest version.
While Bundle is updating
- Search Financial Institution
- Format > Edit > confirm no trailing spaces
If no employee record exists, then follow steps here starting with consumer key and secret
Step 3: Generate credentials for reconnecting your NetSuite integrations in Airwallex
You will need the following information to reconnect
- Consumer Key and Consumer Secret
- Token ID and Token Secret
- Script ID
To generate Consumer Key and Consumer Secret
1. Return to Netsuite and navigate to Setup > Integration > Manage Integrations > New.
2. Enter a name for your application. Feel free to choose one that suits your preference (e.g., Airwallex Bank Feed, Expenses and Bills. In the next step, you will generate a token ID and secret for it. Select only "Token-Based Authentication" and leave all other options unchecked.
Note: sometimes you’ll need to refresh the page to do this.
3. Click 'Save' and your consumer key and secret will be displayed. Please copy and save this information in a password protected document.
To generate Token ID and Secret
1. Ensure you are logged in as the Administrator role, click on “Manage Access Tokens” under Settings on NetSuite home page
2. Click on “New My Access Token”
3. Enter the following information:
- a. Application name: Choose the application created in the previous step.
- b. Token name: Keep as it is.
4. Click “Save” to generate the Token ID and secret. Please copy and save this information securely.
To locate your NetSuite account ID
Check the subdomain (highlighted in red box below) of your NetSuite URL
To find your script ID
1. Click on Customization > Scripting > Scripts
- Make sure to not click new
2. Search for “bankfeeds_rest.js” under SCRIPT FILE from Bundle ID 486224
3. If the script ID is not visible, you may need to update your internal preferences. Follow these steps to enable it:
- Hover over home
- Click Set preferences
- Check “Show internal IDs”
- Click Save
- Then return to scripts page
- Refresh the page
4. Use INTERNAL ID value as your Script ID
Step 4: Reconnect NetSuite Expenses and Bills
Fill in the updated consumer key, consumer secret, token ID, secret, and script ID from step 3 for all Airwallex accounts connected to NetSuite. If you plan to use Global Entity Management you only need to reconnect to your primary account .
If you are using Airwallex Spend products (Expenses, Bills, Reimbursements):
In Airwallex, navigate to Account > Connections > NetSuite > NetSuite Expenses and Bills > Reconnect. Fill in the updated consumer key, consumer secret, token ID, secret, and script ID from step 3.
If you are using NetSuite Bank Feed only:
In Airwallex, navigate to Account > Connections > NetSuite > NetSuite Bank Feed > Reconnect. Fill in the updated consumer key, consumer secret, token ID, secret, and script ID from step 3.
Once you have successfully reconnected, review your mapped currencies and accounting data in Airwallex.