Lago seamlessly integrates with NetSuite, enabling real-time synchronization of billing data with your preferred accounting tool.
SuiteScripts
, create a new folder named Lago
;ramda.min.js
: This library is essential for using Lago and can be downloaded from here; andLago
folder and paste the script provided by your Lago Account Manager.Upload scripts provided by Lago
released
.Remove Locations on invoices
Step 1: Create a Lago Tax Nexus
Lago Tax Nexus
in the Description field;Lago Tax Agency
and assign it to the relevant parent subsidiary;SuiteTax Engine
.Step 2: Create a Lago Tax Type
Lago Tax Type
;Step 3: Create a Lago Tax Code
Lago Tax
;Define Taxable items
Consumer Key/Client ID
and Consumer Secret/Client Secret
and save them in a secure document for future reference, as this information will not be accessible once you leave the screen.
Create a new NetSuite Integration
Token ID
and Token Secret
and save them in a secure document for future reference, as this information will not be accessible once you leave the screen.
Create a new NetSuite My Access Token
Accounts
: Fetch account data from NetSuite (mandatory);Customers
: Syncs or fetch customer data from NetSuite (mandatory);Items
and Tax Items
: Fetch item and tax item data from NetSuite (mandatory);Invoices
: Syncs invoice data to NetSuite (mandatory);Sales Orders
: Syncs sales order data to NetSuite (optional);Credit Notes
: Syncs credit note data to NetSuite (optional); andPayments
: Syncs payment data to NetSuite (optional).Connect Lago to NetSuite
Map a fallback item between Lago and NetSuite
id
for each item, found either in the UI or in the URL of the specific item.
Map a tax item between Lago and NetSuite
Map default items between Lago and NetSuite
Map custom items between Lago and NetSuite
Lago customer integrated with NetSuite
Lago | NetSuite |
---|---|
customer | type |
customer.name | companyname |
customer.netsuite_subsidiary | subsidiary |
customer.id | custbody_lago_id |
customer.email | |
customer.phone | phone |
customer.external_salesforce_id | custentity_lago_sf_id |
units
are synced to NetSuite as quantity
;precise_unit_amount
is synced to NetSuite as rate
;Sync Lago invoices to NetSuite
Lago | NetSuite |
---|---|
invoice | type |
invoice.lago_id | tranid |
customer.netsuite_internal_id | entity |
true | istaxable |
taxitem.id | taxitem |
invoice.taxes_amount_cents | taxamountoverride |
invoice.number | otherrefnum |
invoice.lago_id | custbody_lago_id |
invoice.fee.id | lineItems.item |
invoice.fee.account_code | lineItems.account |
invoice.fee.units | lineItems.quantity |
invoice.fee.precise_unit_amount | lineItems.rate |
Lago | NetSuite |
---|---|
salesorder | type |
invoice.lago_id | tranid |
customer.netsuite_internal_id | entity |
true | istaxable |
taxitem.id | taxitem |
invoice.taxes_amount_cents | taxamountoverride |
invoice.number | otherrefnum |
invoice.lago_id | custbody_lago_id |
invoice.fee.id | lineItems.item |
invoice.fee.account_code | lineItems.account |
invoice.fee.units | lineItems.quantity |
invoice.fee.precise_unit_amount | lineItems.rate |
Lago | NetSuite |
---|---|
creditmemo | type |
invoice.lago_id | tranid |
customer.netsuite_internal_id | entity |
true | istaxable |
taxitem.id | taxitem |
invoice.taxes_amount_cents | taxamountoverride |
invoice.number | otherrefnum |
invoice.lago_id | custbody_lago_id |
invoice.fee.id | lineItems.item |
invoice.fee.account_code | lineItems.account |
invoice.fee.units | lineItems.quantity |
invoice.fee.precise_unit_amount | lineItems.rate |
Lago | NetSuite |
---|---|
customerpayment | type |
customer.netsuite_internal_id | customer |
invoice.netsuite_internal_id | lineItems.doc |
true | lineItems.apply |
invoice.total_amount_cents | lineItems.amount |
customer.accounting_provider_error
.