NetSuite integration: Set up with Ramp

Overview

Available on Ramp Plus. See Ramp Plus overview for plan details.

Before you start, please make sure you are signed in as an Administrator on NetSuite and that you are assigned the Accounting or Admin role on Ramp.

This article explains step-by-step how to properly set up NetSuite with Ramp.

Step 1

• Begin in Ramp and open up the Accounting tab - click "Get started now."

  

• Click on “NetSuite” on the next page

Step 2

• Open up your NetSuite account in another tab or choose the hyperlink in the setup guide
• Copy your Account ID from the URL on your NetSuite account and enter it into the NetSuite ID field in Ramp
• Navigate to Setup->Company and check if the “Subsidiary Settings Manager” option is available. If it is, please select the “Yes, I see Subsidiary Settings Manager” option.
  • NOTE: If Subsidiaries is not enabled for your NetSuite account, DO NOT PROCEED HERE . Instead, you can go to our no-subsidiaries guide and follow the steps there.
  • This step is critical because the existence of the subsidiary manager indicates that you are using NetSuite OneWorld, which is what this guide covers (the other guide is for the "standard" version of NetSuite).
• Click Continue when complete.

Step 3

• On the next page, click the hyperlink or navigate in your NetSuite account to Setup -> Company and click Enable Features. Then click the SuiteCloud tab.

• Ensure that the checkboxes for SOAP WEB SERVICES, REST WEB SERVICES, and TOKEN BASED AUTHENTICATION are checked (note that the latter checkbox is under 'Manage Authentication, rather than SuiteTalk)

• Click Save in NetSuite and click Continue on the Ramp setup page.

Step 4

• Use the hyperlink in Ramp or open the SuiteApps button at the top of the screen in NetSuite (you may need to choose the three dots in the corner to show this option).

• Search for the Ramp SuiteApp and install it.

• Click Continue in Ramp once it has been installed.

  

Step 5

• Hover over Setup -> Users/Roles and click Manage Users.

• Find the row corresponding to your Administrator user, and click your name.

• Click Edit, then scroll down and click the Access tab of the table in the bottom half of the page.

• Add a row for the Ramp Accountant role to your user, and click Save.

• Sign in and out of NetSuite and verify you can see the Ramp Accountant role in your Role list.

  

• Click Continue in Ramp to continue to the next step.

Step 6

• Use the hyperlink in ramp or hover over Customization ->Scripting and click Script Deployments in your NetSuite.
• Use the filter named “Script” and search for Ramp API. Click View on the row with customdeploy_ramp_restlet.

• Copy the entirety of the text underneath the External URL and paste it into the field on Ramp’s setup page.

• Click Continue when this is complete.

Step 7

• Confirm Ramp access to NetSuite by clicking on the Approve access in NetSuite button. This opens up a screen to select the Ramp Accountant role using “Choose Role”, then click “Allow” at the top of the screen.

Step 8

• Once redirected back to Ramp, you will configure your multi-entity settings. If you receive a white screen, please contact your Account Manager or Customer Success Manager for assistance.

Extra setup: custom segments

For each custom segment you want to view and code in Ramp, the segment must be viewable on the Credit Card, Bill, and/or Bill Payment Forms, and the following permissions set for the Ramp Accountant Role:

• Value Management Access: Full
• Record Access: Edit
• Search/Reporting Access: Edit.

To view custom segments, on NetSuite, go to Customization -> Lists, Records, & Fields -> Custom Segments. Then click edit next to the segment you'd like to view on Ramp and add the permissions in the Permissions tab laid out above (picture below).