FAQ: Netsuite Financials Integration
Which email should I use for setting up the email integration?
Get access to Drivepoint via the email invite from your Drivepoint Representative or [email protected] in your inbox. Make sure to check your spam folder as well.
The format of the email you will need to schedule Netsuite reports to should look like the following: [email protected]
Did not receive an email? Please email [email protected] with the subject line: āMissing Drivepoint Login for Netsuiteā.
I am not sure where to start with this. What are the basics I should do?!
All you really need to get started is to create 2 reports:
ā¢ Income Statement ā¢ Balance Sheet
You can always add other reports later and adding extra dimensions for the P&L including class, sales channel, etc., it is not needed for the stage of setting up the integration.
Navigate to the "Step by Step Balance Sheet Setup Guide" to get started before continuing to setup the Income Statement
My data is not showing up in my add-in. What should I do?
ā
Your data will only show up after the first email has been sent from Netsuite. It could therefore take some time to show up. If you still have concerns after 48h, email [email protected] or speak to your Drivepoint Representative.
I would like to have extra granularity in my forecasting. What should I do?
š”Some of our clients create extra reports for incorporating granular data from various channels
If you would like to have extra granularity in your financial model Drivepoint supports two extra dimensions (columns) for a Netsuite report
You will need to:
Prepare the report in Netsuite in the format similar to the image below with column B being āClassā and column C being any other extra dimension. Or find the link to the sample Income Statement here.
Send the report sample via email ([email protected] with the subject: āCustom Netsuite Reportā), slack your Drivepoint representative or bring it up in the next call with the Drivepoint team so we can properly map those columns to the internal fields.
Schedule the report delivery in Netsuite to your custom Netsuite-Drivepoint integration email.