Pre-requsites

Create a new role

Create a new role in NetSuite using the following values.

Field	Value
Name	Work 365
ID	Work365
Center Type	Enter a value of your choice
Employee restrictions	None – no default
Accessible Subsidiaries	ALL
Two Factor Authentication required	Not required
Duration of trusted device	`Per Session`

Apply the following permissions to the 'Work 365' role.

Record Type	Permission	Level
Transactions
	Find Transaction	View
	Invoice	Full
	Invoice Sales Orders	Full
	Sales Order	Edit
	Item Fulfillment	Create
	Fulfill Orders	Edit
Lists
	Accounts	View
	Classes	View
	Currency	View
	Customers	Full
	Departments	View
	Employee Records	View
	Employees	View
	Items	Full
	Locations	View
	Tax Records	View
	Tax Schedules	View
	Vendors	View
Setup
	Accounting Lists	View
	CRM Lists	View
	Customer Status	Full
	SOAP Web Services	Ful

Save the role record & reopen it.
Note the ID of the record from the URL.
Assign the role to the integration user.

Create a custom field for Transaction Lines

Work 365 tracks the changes in NetSuite by storing the CRM record IDs of linked records. In order to achieve this, a new filed should be created on the Transaction Line record.

Navigate to Customization -> List, Records & Fields -> Transaction Line Fields -> New
Enter values for the following fields:

Field	Value
Label	Work 365 Reference
ID	_work365_txnline_reference
Type	Free-Form Text
Store Value	Yes
Applies To	Choose Sale Item

Under Access -> Role, add the Work 365 Role created in Step #1.
- Access Level = Edit
- Level for Searching/Reporting Edit
Save the record

Configuring the NetSuite Connector

Open the Work 365 Integrations area by navigating to Administration → Admin Hub → Integrations → Add new
Find the NetSuite connector under the Accounting Systems area and click the Create button.

General Section

Field	Description
Name	A name by which to identify this connector
Environment	The target NetSuite environment type. When connecting to a production NetSuite endpoint, choose Production; for non-production endpoints use Sandbox
Username	The user id / login name of the integration user
Password	The password of the integration user

Properties Section

Field	Description
Account ID	The account id associated with your NetSuite tenant. This is usually found in the URL when you login to NetSuite.
Role ID	The ID of the 'Work 365' role created as part of the pre-requisite stage.

Upon entering these fields, click on the Save button. This will redirect back to the connector page. Find and reopen the NetSuite connector that was just created.

Field	Description
Default Income Account	Income account to be used when creating new products in NetSuite.
Default Tax Schedule	Tax Schedule to be used when creating products in NetSuite.
Default Department	NetSuite department used when creating invoice and invoice lines.
Default Class	The default NetSuite classification when creating invoice and invoice lines.
Map Products using	Determines which field in NetSuite should be used to map Products to Work 365. The Product ID field is used in Work 365 and maps to the field in NetSuite that is chosen in this selection.
Write In Product	The default NetSuite product to which Work 365 invoice lines without Products are synced.
Enable BiDirectional Snc	Keeps the Work 365 invoice in sync with the NetSuite invoice. If true, pulls the invoice data back from NetSuite after sync. This allows any plugins in NetSuite (such as taxation) to perform their computations and the invoice in Work 365 is then updated with the net result of these computations. Note that this pull occurs only once, immediately after the sync. Changes made to NetSuite invoice at a later stage will not be synced.
Create Sales Order Linked Invoices	When true, links the NetSuite invoices to Sales Orders in NetSuite. For this option to work, the NetSuite Sales Order reference must be specified on the Billing Contract.
Set Invoice Line Description from	Provides options on how the invoice line description in NetSuite is set.

Payment Terms Mapping

This section provides a mechanism to map payment terms between Work 365 & the NetSuite environment being configured.

Product Class Mapping

This section provides a mechanism to map product classes between Work 365 & the NetSuite environment being configured.