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Understand the Expense to Reimbursement template for Coupa and NetSuite

The template contains packaged integration flows that synchronize expense reports, users, journal entries, department, and expense line attachments between your Coupa Solutions and NetSuite accounts.

Companies often use different applications throughout the expense management process. In order to streamline expense reporting and accounting, they have to find an efficient way to update data between all of the different applications. Coupa Solutions provides employees the tools they need to submit their expenses easily, but if they are not automatically captured in an accounting system such as NetSuite, there is still a lot of manual work that needs to be done on the accounting end.

These templates eliminate the overhead associated with dual-entry and maintenance between multiple systems. You can customize and improve each of the integration flows according to your own requirements.

Key benefits

  • Expedite expense payments to employees
  • Ensure compliance with company policies
  • Gain visibility into how funds are spent
  • Make healthy business decisions with real-time visibility into data
  • Minimize accounting errors

Features

  • Comprehensive flows out-of-the-box – Streamline Expense Management by exporting Coupa Solutions Expense Reports into NetSuite
  • Self-service with low maintenance – Built for both IT & end-users, take control of your integrations with Celigo iPaaS
  • Intuitive setup without coding – Intuitive design that guides you through the process of setting up the integrations, without worrying about APIs or code
  • Customizable and expandable – Data integration flows can be customized and expanded with Celigo iPaaS, without requiring technical resources
  • Departments and expense reports – Automatically sync users, departments, expense reports, and attachments between NetSuite and Coupa Solutions to ensure your data is accurate

Supported integration flows

The Celigo template bundle contains workflows that you can easily configure and deploy without coding or IT support. The following built-in flows sync from the specified source data to the corresponding destination.

Coupa_NS_overview.jpg

Coupa to NetSuite integration flows

Flow

What’s not supported

Coupa users to NetSuite employees (add or update)

Ignore

Coupa departments to NetSuite departments (add or update)

Ignore

Coupa reports to NetSuite expense reports (add or ignore)

Update

Coupa line attachments to NetSuite expense report attachments (add or update)

Ignore

Coupa report to NetSuite journal entries (add or update)

Ignore

NetSuite to Coupa integration flows

Flow 

What’s not supported

NetSuite employees to Coupa users (add or update)

Ignore

NetSuite departments to Coupa departments (add or update)

Ignore

NetSuite bill payment to Coupa report (add or update)

Ignore

Error handling

Most integrator.io error messages will clearly explain the error and suggest troubleshooting methods. If you are unsure of what the error means, contact Celigo support.

For errors passed through from Coupa Solutions or NetSuite, see the respective endpoint documentation.

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