Account Reconciliation Sync SuiteApp Installation and Setup
To install and set up Account Reconciliation Sync, you must have the Administrator role and complete the following steps:
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Make sure you have the NetSuite EPM Connector SuiteApp installed and set up properly for Account Reconciliation. See NetSuite EPM Connector Installation and Setup.
Note:If you have the NSPB Sync SuiteApp installed on your NetSuite account, read the following:
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You do not need to install the NetSuite EPM Connector SuiteApp.
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Make sure you add the customsearch_nsar_ prefix for Account Reconciliation Sync saved search IDs to the allowlist in NSPB Sync. For instructions, see the help topic Saved Search Allowlist.
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Enable the required features in your NetSuite account. See Required Features for Installing the Account Reconciliation Sync SuiteApp.
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Install the Account Reconciliation Sync SuiteApp. See Installing the Account Reconciliation Sync SuiteApp.
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Assign roles to Account Reconciliation Sync users. See Role Permissions for Account Reconciliation Sync.
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Set up the connection to your Account Reconciliation application. See Setting Up the Connection to Account Reconciliation.
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Schedule the required script deployments properly. See Scheduling Script Deployments for Account Reconciliation Sync.
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Use a post-processing plug-in script in NetSuite to load Transaction Matching adjustments into NetSuite. See Loading Account Reconciliation Data into NetSuite.
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Export account reconciliation data in NetSuite, and import it into the Account Reconciliation application. See Account Reconciliation Data Export and Import.
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Set up token-based authentication. See Setting Up Token-Based Authentication.
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Manage jobs to load data to the Account Reconciliation application. See Managing the Account Reconciliation Jobs.
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Create or customize saved searches for data load from NetSuite to the Account Reconciliation application. See Saved Searches for Account Reconciliation Sync.
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Add accounts to group reconciliations. See Accounts for Group Reconciliation.
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Include NetSuite account records in the Account Reconciliation Transaction Matching. See Transaction Matching Accounts.