The Oracle NetSuite integration lets you sync employee information from Keka to NetSuite. Follow these steps to connect your account, configure the mappings, and enable the sync. The current integration supports employee sync from Keka to NetSuite.
Before You Begin
Keep the following details ready:
- Your NetSuite account URL.
- Your NetSuite login credentials.
- The list of mandatory employee fields in NetSuite.
Connect Your NetSuite Account
In Keka, go to Apps.
Search for Oracle NetSuite and open the app.
Click Connect new account.
Enter your NetSuite Account URL and click Connect.
On the NetSuite login page, enter your credentials and click Log In.
- Review and grant the required permissions. You will then return to Keka.
Configure Employee Sync
Open the Setup tab, select Employee sync, and complete the following steps:
1. Field Mapping
- Map the required Keka employee fields to the corresponding NetSuite user fields.
- Use Add new to include additional fields.
- Ensure that all mandatory NetSuite fields are mapped. Missing a mandatory field may cause employee creation to fail.
Click Next step.
2. Values Mapping
- Map each Keka dropdown value to its corresponding NetSuite value.
- You can map the values individually or select multiple values and assign them in bulk.
Complete all required value mappings and click Next step.
3. User Mapping
Keka automatically maps employees when their Keka and NetSuite email addresses match.
For each employee under Unmapped, choose one of the following actions:
- Map the employee to an existing NetSuite user.
- Create a new user in NetSuite.
- Exclude the employee from the sync.
Complete an action for every unmapped employee, then click Next step.
4. Review and Enable Sync
- Review the field, value, and user mappings.
- Use the edit option if any changes are required.
Click Turn on sync.
Once enabled, the mapped employee data begins syncing from Keka to NetSuite. New employees included in the integration will also be created in NetSuite during subsequent syncs.
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