PayPal – NetSuite payout to reconciliation integration app overview

Important: This integration app is currently only available for customers in our EAP program.

Understand the "payout to reconciliation" integration app

The business process app streamlines the reconciliation process by auto-matching the payment gateway settlement transactions against the NetSuite outstanding payments. It also provides you details about the unreconciled items, transactional, and non-transactional fees charged by the payment gateway.

Find the integration app in Marketplace

1. Log in to integrator.io.
2. On the left menu, click Marketplace.
3. Click on PayPal tile.
4. In the “PayPal - NetSuite Payout to Reconciliation App” tile, click Install.
   You will be redirected to your Account Dashboard page.
5. In the PayPal - NetSuite Payout to Reconciliation App tile, click Continue setup.
   You will be redirected to the installation page.

Set up NetSuite connection

On the “install app” page, next to “NetSuite connection,” click Configure. For more information, see Set up a connection to NetSuite.

Install integrator.io bundle

1. Next to “integrator.io bundle,” click Install. You will be redirected to your NetSuite account page.
2. Log in to your NetSuite account. Ignore this step if you are already logged in.
3. Click Install.
4. On the pop-up window, read “NetSuite Disclaimer” and “Terms” and click I Agree.
5. Come back to your integratio.io “install app” page and click Verify now.

Install “PayPal - NetSuite Payout to Reconciliation App”

Important: Only the NetSuite account admin can install the "Celigo PayPal Reconciliation App" SuiteApp.

Prerequisite: Before you install the "Celigo PayPal Reconciliation App" SuiteApp in NetSuite, be sure to check the SuiteCloud Development Framework checkbox in Setup > Company > Setup Tasks (section) > Enable Features > SuiteCloud tab > SuiteCloud Development Framework section.

1. Next to the “PayPal - NetSuite Payout to Reconciliation App” click Install. You will be redirected to the “NetSuite SuiteApp” page.
2. Install "Celigo PayPal Reconciliation App" in NetSuite
   
   1. On the NetSuite SuiteApp page, search and click Celigo PayPal Reconciliation App. 
   2. On the "Celigo PayPal Reconciliation App" page, click Install.
      
      
3. After the SuiteApp is installed, go back to your integrator.io “install app” page and click Verify now.

Set up PayPal connection

Prerequisite: Be sure to have a “PayPal - NetSuite Payout to Reconciliation App” subscription. If you do have a valid subscription you can’t proceed further and you will be able to see only the NetSuite integration.

After you successfully configure your NetSuite connection, you will be redirected to configure PayPal. On the “install app” page next to PayPal, click Configure. For more information, see Set up a connection to PayPal.

After you set up your PayPal connection, you are redirected to your integration app flow page.  

Note: After you configure a PayPal connection, the integration name and store ID are added to the  “Celigo source account details” custom page in NetSuite. For each store, a unique integration ID is created.

Uninstall a PayPal account

1. Log in to your integrator.io account.
2. On the My Integrations page, click PayPal - NetSuite Payout to Reconciliation App.
3. On the top-right corner, select the store you wish to uninstall from the drop-down list.
   
   
4. Go to Admin tab > Uninstall. 
5. Read through the instructions and click Uninstall.
6. On the confirmation window, click Uninstall.

When you uninstall the account, in NetSuite, on the “Celigo source account details” page, for the appropriate integration the Inactive checkbox is checked.

Uninstall “PayPal - NetSuite Payout to Reconciliation App” 

Important: To uninstall the "PayPal - NetSuite Payout to Reconciliation App,” you have to uninstall all the PayPal integrations.

1. Log in to your integrator.io account.
2. On the My Integrations page, click PayPal - NetSuite Payout to Reconciliation App.
3. Go to Admin tab > Uninstall. 
4. Read through the instructions and click Uninstall.
5. On the confirmation window, click Uninstall.