Set up the sync
Connect NetSuite
In Admin -> Integrations, authorize the NetSuite connector with your NetSuite credentials.
Map GL fields
Map NetSuite’s posting fields onto Novaplan’s canonical GL fields. Nova can suggest a mapping
you review before saving.
Map accounts
Map source GL accounts to your canonical chart of accounts in GL Mapping,
and confirm each account’s reporting category.
Run the first sync
Run the sync, then confirm in Pipelines that postings landed and curated,
and that totals reconcile.
Field mapping
| Canonical field | Typical NetSuite source |
|---|---|
| Account | The GL account, mapped to a canonical account |
| Department | The posting department, reconciled to a canonical department |
| Entity / vendor | The legal entity or vendor on the posting |
| Period | The accounting period, normalized to a month |
| Amount | The posted amount (translated to base currency for reporting) |
| Memo | The posting memo or description |
Account mapping
Source accounts rarely match your canonical chart of accounts one to one, so the mapping in GL Mapping is what aligns them. Because derived headcount and revenue postings target the same canonical accounts, one correct mapping is what makes plan, actuals, and forecast comparable on a single report.Vendor identity resolves to a canonical vendor, so a vendor renamed in NetSuite still
consolidates correctly rather than splitting into two lines.
Common questions
Why does an account show planned amounts too?
Why does an account show planned amounts too?
Headcount and revenue plans derive into the same canonical accounts. Those derived rows are
source-tagged, so an actual ledger posting and a planned derived posting are always
distinguishable. See GL Mapping.
An account is missing from a report
An account is missing from a report
It is likely unmapped. Map the source account to a canonical account, then re-run curation.
Troubleshooting
- Sync fails to authorize: the NetSuite credential has expired or rotated. Re-authorize in Admin -> Integrations.
- Budget vs actual does not reconcile: confirm the source-to-canonical account mapping and the reporting category in GL Mapping.
- A period lands in the wrong month: the period field is mapping incorrectly. Correct the GL field map so the accounting period normalizes to the right month.
- Amounts look off across currencies: confirm currency handling; reporting amounts are translated to base currency so totals stay summable.