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Install the “Payout-to-Reconciliation Automation for NetSuite” integration app

Saikumar Rachamalla
Updated

Important:

  • New installations: Install the Celigo SuiteApp (integrator.io SuiteApp) when prompted, and then click Verify to continue. You do not need to install the integrator.io SuiteBundle.
  • Existing installations: Integrations that currently use the integrator.io SuiteBundle continue to work.

Find the integration app in Celigo Marketplace

  1. From the main menu, select Marketplace.
  2. Search or filter for any of the endpoints: Amazon Pay, Authorize.net, Braintree, PayPal, or Stripe.
  3. When you see Payout-to-Reconciliation Automation for NetSuite in the results, click Install.
  4. Optional: If you have already installed “Payout-to-Reconciliation Automation for NetSuite,” at Confirm multiple installs, enter a tag name and click Install.
  5. You will be redirected to your account homepage.
  6. Find the Payout to Reconciliation integration workspace, and click Continue setup.
Install_1.jpg

Set up a NetSuite connection

In the Install app procedure, select Configure your NetSuite connection. You’ll have the opportunity to reuse or create a NetSuite connection.

Install the Celigo SuiteApp (integrator.io SuiteApp)

For the Celigo SuiteApp (integrator.io SuiteApp), the Installed status will appear automatically if you have already installed the integrator.io SuiteApp. If you have not installed the integrator.io SuiteApp, click Install to install the Celigo SuiteApp. When prompted, log in to NetSuite, complete the installation, and then click Verify.

Install the "Payout-to-Reconciliation Automation for NetSuite" integration app

  1. Finally, click Install. You will be redirected to the “NetSuite SuiteApp” page.
  2. On the NetSuite SuiteApp page, search for “Celigo Payout Reconciliation App.”
  3. Click Install.
  4. After the SuiteApp is installed, again return to the Celigo installation, and click Verify now.

Note

  • If you do not have a valid payment gateway subscription license, a “License Required” error is displayed. If you have a valid license, you will be redirected to the “Install app: Configure Payment Gateway” page.
  • You cannot rename the installed payment gateway account after it has been installed.

Important

To receive updates to the "Payout to Reconciliation SuiteApp" in NetSuite, you must select the SuiteCloud Development Framework option at the Enable Features page (Setup > Company > Enable Features > SuiteCloud tab > SuiteCloud Development Framework subtab).

Payout_SuiteApp_Setting.png

Configure payment gateway

Configure_Payment_Gateway.jpg
  1. Next to “Configure Payment Gateway”, click Configure .
  2. In the “Configure Payment Gateway” window, from the Choose a payment gateway list, select Amazon Pay, Authorize.net, Braintree, PayPal, or Stripe.
  3. Click Submit.

Configure payment gateway connection

Before you start : Be sure to have a NetSuite license and a payment gateway license to install the “Payout to Reconciliation Automation for NetSuite” integration app.

After you successfully configure your NetSuite connection and select the appropriate payment gateway, you will be redirected to configure the payment gateway. On the Install app: Amazon MWS/Authorize.net/Braintree/PayPal/Stripe page next to the connection, click Configure. For more information, see:

After you set up your payment gateway connection, you are redirected to the appropriate payment gateway Settings page.

Note

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

Stripe_Celigo_Source_Account_details_page.jpg