ZenHR’s Native Integration with NetSuite

NetSuite is a unified business management suite, including business accounting, ERP, CRM, and e-commerce software. NetSuite allows real-time data transfer for new hires, employees’ data updates, and journal entries that save the HR department’s time.

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NetSuite

ZenHR’s native integration with NetSuite allows you to:

Activating the NetSuite Integration on ZenHR:

In order to activate NetSuite’s native integration on ZenHR, you first have to generate the needed API keys to proceed with the integration process.    

To generate the API keys, follow these steps:  

  • Click your user icon in the upper right corner and go to System Preferences > Integration Setup > API Keys.
Netsuite 1
  • On the API keys list page, click the “Add” button.
  • Add the API key Name and Permissions.
  • Click “Create” to create the NetSuite API key.
Net 2
  • Then click “Edit” beside the API.
Net 3
  • Activate “OAuth1”.
  • Then replace all the keys and the Authorization Realm from your NetSuite account.
  • On NetSuite, go to Setup > Integrations > Manage integrations.
  • Click “New” to set up a new integration.
  • A Consumer Key and Consumer Secret will be generated, capture and save them as they only appear once.

To change the Authorization Realm field in NetSuite go to Setup > Company > Company information > Account ID.

Net 4

NetSuite Integration Setup:

  • Click your user icon in the upper right corner and go to System Preferences > Integration Setup > Financial Integrations > NetSuite Setup.
  • To get the needed URLs from your NetSuite account:
  • Go to NetSuite > Customization > Scripts >Script Deployments
  • Click “View” in the needed script record.
  • Copy the External URL to add it to the ZenHR NetSuite integration setup.
  • Step 1: Enter the API key that you created previously.
  • Step 2: Activate the toggle in the Employee, GL Account Identifiers, and Journal Entry sections and add the External URL retrieved from your NetSuite account.
Net 5
  • Using the following options, set up the way that your salaries’ journal entries will be created and how the voucher will be matched.
Net 6

Then you will be able to set up the way that your salaries journal will be created and how the voucher will be matched, with the following options:

  • Use clearance accounts to match debit & credit: Yes or No.
  • Generate new journal for company contributions: Yes or No.
  • Journal type: Summary or Detailed
  • Group by (If Journal type: Summary was selected).
  • Create new journal for each group (If Journal type: Summary was selected).

Adding NetSuite Subsidiary ID:

To link your branch to the correct NetSuite account:

  • On NetSuite go to Setup > Company > Subsidiaries list.
  • Find the Subsidiary ID.
  • Then on ZenHR, click your user icon in the upper right corner and go to System Preferences > General > Branch Setup.
  • Add the Subsidiary ID
Net 7

Adding NetSuite GL Identifiers:

To add Payroll GL Accounts:

  • Click your user icon in the upper right corner and go to System Preferences > Financial Setup > Payroll Setup.
  • Enter the relevant details under GL Accounts.
  • Then click “Update”.
Net 8

To add Financial Transactions GL Accounts:

  • Click your user icon in the upper right corner and go to System Preferences > Financial Setup > Financial Transaction Types >  Income & Deductions.
  • Open the Financial Transaction Type by clicking “Edit” on the Transaction Type record.
  • Enter the Amount, GL Account Number, Clearance account, Minimum, and Maximum.
  • Then click “Create Financial Transaction Type”.
Net 9

To add Loans GL Accounts:

  • Click your user icon in the upper right corner and go to System Preferences > Financial Setup > Financial Transaction Types > Loan Types.
  • Open the Loan Type by clicking “Edit” on the Loan Type record.
  • Enter GL Identifier and Clearance account.
  • Then click “Update”.
Net10

To add Overtime GL Accounts

  • Click your user icon in the upper right corner and go to System Preferences > Financial Setup > Financial Transaction Types > Overtime Types
  • Open the Overtime Type by clicking “Edit” on the Overtime Type record.
  • Enter GL Identifier and Clearance account.
  • Then click “Update Overtime Type”.
Net 11

That’s it; your NetSuite integration will now be complete!

Using the NetSuite Integration:

Now that you’ve successfully integrated NetSuite with your ZenHR account, you can now post salaries from ZenHR to Netsuite.

To post salaries from ZenHR to NetSuite, follow these steps:

  • On the left side of the page, go to Main Menu > Payroll > Manage Financials > Manage Salaries.
  • Select and filter the salary year and month for all employees.
  • Then click “Send to NetSuite” and your salaries will be transferred as journals.
Net 12


NetSuite Failed Posts Events Viewer:

  • To retry sending failed posts go to User Menu > System Preferences > Integration Setup > Financial Integrations > NetSuite Setup.
  • On the Events Viewer page, click “Retry”.
Net 13


Activating the NetSuite Integration on ZenHR:

In order to activate NetSuite’s native integration on ZenHR, you first have to generate the needed API keys to proceed with the integration process.    

To generate the API keys, follow these steps:  

  • Click your user icon in the upper right corner and go to System Preferences > Integration Setup > API Keys.
Netsuite 1
  • On the API keys list page, click the “Add” button.
  • Add the API key Name and Permissions.
  • Click “Create” to create the NetSuite API key.
Net 2
  • Then click “Edit” beside the API.
Net 3
  • Activate “OAuth1”.
  • Then replace all the keys and the Authorization Realm from your NetSuite account.
  • On NetSuite, go to Setup > Integrations > Manage integrations.
  • Click “New” to set up a new integration.
  • A Consumer Key and Consumer Secret will be generated, capture and save them as they only appear once.

To change the Authorization Realm field in NetSuite go to Setup > Company > Company information > Account ID.

Net 4

NetSuite Integration Setup:

  • Click your user icon in the upper right corner and go to System Preferences > Integration Setup > Financial Integrations > NetSuite Setup.
  • To get the needed URLs from your NetSuite account:
  • Go to NetSuite > Customization > Scripts >Script Deployments
  • Click “View” in the needed script record.
  • Copy the External URL to add it to the ZenHR NetSuite integration setup.
  • Step 1: Enter the API key that you created previously.
  • Step 2: Activate the toggle in the Employee, GL Account Identifiers, and Journal Entry sections and add the External URL retrieved from your NetSuite account.
Net 5
  • Using the following options, set up the way that your salaries’ journal entries will be created and how the voucher will be matched.
Net 6

Then you will be able to set up the way that your salaries journal will be created and how the voucher will be matched, with the following options:

  • Use clearance accounts to match debit & credit: Yes or No.
  • Generate new journal for company contributions: Yes or No.
  • Journal type: Summary or Detailed
  • Group by (If Journal type: Summary was selected).
  • Create new journal for each group (If Journal type: Summary was selected).

Adding NetSuite Subsidiary ID:

To link your branch to the correct NetSuite account:

  • On NetSuite go to Setup > Company > Subsidiaries list.
  • Find the Subsidiary ID.
  • Then on ZenHR, click your user icon in the upper right corner and go to System Preferences > General > Branch Setup.
  • Add the Subsidiary ID
Net 7

Adding NetSuite GL Identifiers:

To add Payroll GL Accounts:

  • Click your user icon in the upper right corner and go to System Preferences > Financial Setup > Payroll Setup.
  • Enter the relevant details under GL Accounts.
  • Then click “Update”.
Net 8

To add Financial Transactions GL Accounts:

  • Click your user icon in the upper right corner and go to System Preferences > Financial Setup > Financial Transaction Types >  Income & Deductions.
  • Open the Financial Transaction Type by clicking “Edit” on the Transaction Type record.
  • Enter the Amount, GL Account Number, Clearance account, Minimum, and Maximum.
  • Then click “Create Financial Transaction Type”.
Net 9

To add Loans GL Accounts:

  • Click your user icon in the upper right corner and go to System Preferences > Financial Setup > Financial Transaction Types > Loan Types.
  • Open the Loan Type by clicking “Edit” on the Loan Type record.
  • Enter GL Identifier and Clearance account.
  • Then click “Update”.
Net10

To add Overtime GL Accounts

  • Click your user icon in the upper right corner and go to System Preferences > Financial Setup > Financial Transaction Types > Overtime Types
  • Open the Overtime Type by clicking “Edit” on the Overtime Type record.
  • Enter GL Identifier and Clearance account.
  • Then click “Update Overtime Type”.
Net 11

That’s it; your NetSuite integration will now be complete!

Using the NetSuite Integration:

Now that you’ve successfully integrated NetSuite with your ZenHR account, you can now post salaries from ZenHR to Netsuite.

To post salaries from ZenHR to NetSuite, follow these steps:

  • On the left side of the page, go to Main Menu > Payroll > Manage Financials > Manage Salaries.
  • Select and filter the salary year and month for all employees.
  • Then click “Send to NetSuite” and your salaries will be transferred as journals.
Net 12


NetSuite Failed Posts Events Viewer:

  • To retry sending failed posts go to User Menu > System Preferences > Integration Setup > Financial Integrations > NetSuite Setup.
  • On the Events Viewer page, click “Retry”.
Net 13


Activating the NetSuite Integration on ZenHR:

In order to activate NetSuite’s native integration on ZenHR, you first have to generate the needed API keys to proceed with the integration process.    

To generate the API keys, follow these steps:  

  • Click your user icon in the upper right corner and go to System Preferences > Integration Setup > API Keys.
Netsuite 1
  • On the API keys list page, click the “Add” button.
  • Add the API key Name and Permissions.
  • Click “Create” to create the NetSuite API key.
Net 2
  • Then click “Edit” beside the API.
Net 3
  • Activate “OAuth1”.
  • Then replace all the keys and the Authorization Realm from your NetSuite account.
  • On NetSuite, go to Setup > Integrations > Manage integrations.
  • Click “New” to set up a new integration.
  • A Consumer Key and Consumer Secret will be generated, capture and save them as they only appear once.

To change the Authorization Realm field in NetSuite go to Setup > Company > Company information > Account ID.

Net 4

NetSuite Integration Setup:

  • Click your user icon in the upper right corner and go to System Preferences > Integration Setup > Financial Integrations > NetSuite Setup.
  • To get the needed URLs from your NetSuite account:
  • Go to NetSuite > Customization > Scripts >Script Deployments
  • Click “View” in the needed script record.
  • Copy the External URL to add it to the ZenHR NetSuite integration setup.
  • Step 1: Enter the API key that you created previously.
  • Step 2: Activate the toggle in the Employee, GL Account Identifiers, and Journal Entry sections and add the External URL retrieved from your NetSuite account.
Net 5
  • Using the following options, set up the way that your salaries’ journal entries will be created and how the voucher will be matched.
Net 6

Then you will be able to set up the way that your salaries journal will be created and how the voucher will be matched, with the following options:

  • Use clearance accounts to match debit & credit: Yes or No.
  • Generate new journal for company contributions: Yes or No.
  • Journal type: Summary or Detailed
  • Group by (If Journal type: Summary was selected).
  • Create new journal for each group (If Journal type: Summary was selected).

Adding NetSuite Subsidiary ID:

To link your branch to the correct NetSuite account:

  • On NetSuite go to Setup > Company > Subsidiaries list.
  • Find the Subsidiary ID.
  • Then on ZenHR, click your user icon in the upper right corner and go to System Preferences > General > Branch Setup.
  • Add the Subsidiary ID
Net 7

Adding NetSuite GL Identifiers:

To add Payroll GL Accounts:

  • Click your user icon in the upper right corner and go to System Preferences > Financial Setup > Payroll Setup.
  • Enter the relevant details under GL Accounts.
  • Then click “Update”.
Net 8

To add Financial Transactions GL Accounts:

  • Click your user icon in the upper right corner and go to System Preferences > Financial Setup > Financial Transaction Types >  Income & Deductions.
  • Open the Financial Transaction Type by clicking “Edit” on the Transaction Type record.
  • Enter the Amount, GL Account Number, Clearance account, Minimum, and Maximum.
  • Then click “Create Financial Transaction Type”.
Net 9

To add Loans GL Accounts:

  • Click your user icon in the upper right corner and go to System Preferences > Financial Setup > Financial Transaction Types > Loan Types.
  • Open the Loan Type by clicking “Edit” on the Loan Type record.
  • Enter GL Identifier and Clearance account.
  • Then click “Update”.
Net10

To add Overtime GL Accounts

  • Click your user icon in the upper right corner and go to System Preferences > Financial Setup > Financial Transaction Types > Overtime Types
  • Open the Overtime Type by clicking “Edit” on the Overtime Type record.
  • Enter GL Identifier and Clearance account.
  • Then click “Update Overtime Type”.
Net 11

That’s it; your NetSuite integration will now be complete!

Using the NetSuite Integration:

Now that you’ve successfully integrated NetSuite with your ZenHR account, you can now post salaries from ZenHR to Netsuite.

To post salaries from ZenHR to NetSuite, follow these steps:

  • On the left side of the page, go to Main Menu > Payroll > Manage Financials > Manage Salaries.
  • Select and filter the salary year and month for all employees.
  • Then click “Send to NetSuite” and your salaries will be transferred as journals.
Net 12


NetSuite Failed Posts Events Viewer:

  • To retry sending failed posts go to User Menu > System Preferences > Integration Setup > Financial Integrations > NetSuite Setup.
  • On the Events Viewer page, click “Retry”.
Net 13


Activating the NetSuite Integration on ZenHR:

In order to activate NetSuite’s native integration on ZenHR, you first have to generate the needed API keys to proceed with the integration process.    

To generate the API keys, follow these steps:  

  • Click your user icon in the upper right corner and go to System Preferences > Integration Setup > API Keys.
Netsuite 1
  • On the API keys list page, click the “Add” button.
  • Add the API key Name and Permissions.
  • Click “Create” to create the NetSuite API key.
Net 2
  • Then click “Edit” beside the API.
Net 3
  • Activate “OAuth1”.
  • Then replace all the keys and the Authorization Realm from your NetSuite account.
  • On NetSuite, go to Setup > Integrations > Manage integrations.
  • Click “New” to set up a new integration.
  • A Consumer Key and Consumer Secret will be generated, capture and save them as they only appear once.

To change the Authorization Realm field in NetSuite go to Setup > Company > Company information > Account ID.

Net 4

NetSuite Integration Setup:

  • Click your user icon in the upper right corner and go to System Preferences > Integration Setup > Financial Integrations > NetSuite Setup.
  • To get the needed URLs from your NetSuite account:
  • Go to NetSuite > Customization > Scripts >Script Deployments
  • Click “View” in the needed script record.
  • Copy the External URL to add it to the ZenHR NetSuite integration setup.
  • Step 1: Enter the API key that you created previously.
  • Step 2: Activate the toggle in the Employee, GL Account Identifiers, and Journal Entry sections and add the External URL retrieved from your NetSuite account.
Net 5
  • Using the following options, set up the way that your salaries’ journal entries will be created and how the voucher will be matched.
Net 6

Then you will be able to set up the way that your salaries journal will be created and how the voucher will be matched, with the following options:

  • Use clearance accounts to match debit & credit: Yes or No.
  • Generate new journal for company contributions: Yes or No.
  • Journal type: Summary or Detailed
  • Group by (If Journal type: Summary was selected).
  • Create new journal for each group (If Journal type: Summary was selected).

Adding NetSuite Subsidiary ID:

To link your branch to the correct NetSuite account:

  • On NetSuite go to Setup > Company > Subsidiaries list.
  • Find the Subsidiary ID.
  • Then on ZenHR, click your user icon in the upper right corner and go to System Preferences > General > Branch Setup.
  • Add the Subsidiary ID
Net 7

Adding NetSuite GL Identifiers:

To add Payroll GL Accounts:

  • Click your user icon in the upper right corner and go to System Preferences > Financial Setup > Payroll Setup.
  • Enter the relevant details under GL Accounts.
  • Then click “Update”.
Net 8

To add Financial Transactions GL Accounts:

  • Click your user icon in the upper right corner and go to System Preferences > Financial Setup > Financial Transaction Types >  Income & Deductions.
  • Open the Financial Transaction Type by clicking “Edit” on the Transaction Type record.
  • Enter the Amount, GL Account Number, Clearance account, Minimum, and Maximum.
  • Then click “Create Financial Transaction Type”.
Net 9

To add Loans GL Accounts:

  • Click your user icon in the upper right corner and go to System Preferences > Financial Setup > Financial Transaction Types > Loan Types.
  • Open the Loan Type by clicking “Edit” on the Loan Type record.
  • Enter GL Identifier and Clearance account.
  • Then click “Update”.
Net10

To add Overtime GL Accounts

  • Click your user icon in the upper right corner and go to System Preferences > Financial Setup > Financial Transaction Types > Overtime Types
  • Open the Overtime Type by clicking “Edit” on the Overtime Type record.
  • Enter GL Identifier and Clearance account.
  • Then click “Update Overtime Type”.
Net 11

That’s it; your NetSuite integration will now be complete!

Using the NetSuite Integration:

Now that you’ve successfully integrated NetSuite with your ZenHR account, you can now post salaries from ZenHR to Netsuite.

To post salaries from ZenHR to NetSuite, follow these steps:

  • On the left side of the page, go to Main Menu > Payroll > Manage Financials > Manage Salaries.
  • Select and filter the salary year and month for all employees.
  • Then click “Send to NetSuite” and your salaries will be transferred as journals.
Net 12


NetSuite Failed Posts Events Viewer:

  • To retry sending failed posts go to User Menu > System Preferences > Integration Setup > Financial Integrations > NetSuite Setup.
  • On the Events Viewer page, click “Retry”.
Net 13


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