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The Oracle NetSuite integration makes your ledger and project accounting available in client work. Ask how a project is billing against its budget, which invoices are open for a customer, or what revenue was booked by subsidiary last quarter, and Hebno answers from NetSuite with each record cited. When a request implies a change, such as logging time or preparing an invoice, Hebno shows a confirmation card and writes to NetSuite only after you confirm.

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At a glance

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Before you start

You need:
  • An owner or admin role in Hebno.
  • Your NetSuite account ID, for example 1234567 or 1234567_SB1 for a sandbox.
  • An integration record in NetSuite with OAuth 2.0 enabled, created by a NetSuite administrator under Setup → Integration → Manage Integrations → New. Note the client ID and secret or certificate it issues.
  • A role for the integration with the permissions Log in using OAuth 2.0 Access Tokens and REST Web Services, plus view access to the records Hebno should read (customers, projects, transactions, saved searches).

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Permissions

The token includes the role of the signing-in user, so NetSuite enforces that role’s permissions on every call.
Create a dedicated role for Hebno instead of reusing an administrator role. Grant view on the records you want read, and add create on time and invoice only if you want members to write back. A request without the permission returns a permission error rather than partial data.

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Connect NetSuite

1

Allow the integration

Open Admin → Connectors → Catalogue, find Oracle NetSuite under ERP, and set it to Allow.
2

Connect the organisation

Select Connect, enter your account ID and the integration record’s client credentials, then select Test connection. Hebno checks that it can connect to NetSuite and lists the record types the role can read and write.
3

Choose teams and data areas

Under Who can use it, choose All teams or pick teams. Under Data areas, choose what members can see. See Data areas.
4

Set access

Access is Read only by default. Choose Read and write to let members propose time entries and draft invoices.
The card shows Connected with the account ID. Members in the selected teams can use NetSuite in chat straight away. Members can link their own NetSuite sign-in so writes are made in their name under their own NetSuite role.
  1. In Hebno, open Settings → Connections, find Oracle NetSuite and select Link your account.
  2. Sign in to NetSuite when prompted and approve the request.
When your account is linked, Hebno reads and writes as you: time entries are saved against your employee record, and you see only the records your NetSuite role allows.

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Data areas

Data areas control what members of the allowed teams can see through the organisation connection. They apply on top of what the integration role can read in NetSuite.
Admin connector panel showing who can use it, access and data areas

An organisation connection with team access and data areas. Financial figures default to owners and admins.

To share financials with delivery leads, open the NetSuite card in Admin → Connectors, select Financials and add the teams that should see them.
When a member has linked their own account, Hebno uses that member’s NetSuite role instead of the organisation connection. Data areas still apply, so a member never sees more through Hebno than both NetSuite and your Hebno settings allow.

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What Hebno reads

Hebno runs SuiteQL against the transaction tables for questions that span records, such as revenue by customer or cost by project. Results are returned in pages, and Hebno states when a reply includes only part of a large result. Reads are live. Hebno queries NetSuite when a request needs it. Only what a reply used is stored with the conversation as its sources.
Excerpts a reply uses, including balances and margins, become part of the conversation. Anyone you share the conversation with can read them.

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What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select Confirm.
Confirmation card for Oracle NetSuite with editable fields

An Oracle NetSuite change pending confirmation. Nothing is written until you confirm.

A draft invoice is created with its approval status set to pending approval, so it is pending in NetSuite until a person reviews, approves and sends it. Hebno never approves or posts a transaction, sends an invoice, records a payment, or changes customers, items, accounts or other master data. If you have linked your own account, the record is created as you. Otherwise it is created through the organisation connection, with the write recorded against you in Admin → Logs → Integrations. Linking marks which NetSuite records belong to a project, so you can ask “what is unbilled?” without naming the customer or job.
  1. Open the project and select Brain.
  2. Under Linked records, select Link record, then Oracle NetSuite.
  3. Search by customer name or project name, and select the record. Link the customer and each NetSuite project in the engagement.
In chats tagged to the project, Hebno starts with the linked records for any billing or budget question, and cards default to them. See Linked records.

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Use NetSuite in chat

  • Attach: open the + menu, choose Sources → Oracle NetSuite, and pick a customer, a project, an invoice or a saved search. Or type / and choose Oracle NetSuite.
  • Ask: name the customer, project or period in your request. For example:
    Which Contoso invoices are more than 30 days overdue, and what is the total?
    Summarise billed versus budgeted fees on the Contoso data audit project.
    Draft an invoice for Contoso covering the unbilled time on the data audit from October.
  • Research runs show a Checking Oracle NetSuite step, with a chip for each record or query result it read.
  • Agents can read NetSuite on a schedule, for example a Monday list of overdue invoices by account manager. Writes an agent proposes appear in agent approvals for review.

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Troubleshooting