NetSuite Integration

Integrating NetSuite with Sphere enables a) seamless transaction data import from NetSuite into Sphere and b) live tax calculation within NetSuite Invoices and Credit Memos.

This guide provides detailed instructions for installing and setting up the Sphere SuiteTax plugin for tax calculation, as well as connecting your NetSuite account to Sphere using the secure OAUTH flow for filing.

NOTE: this integration is currently in review, and subject to change before being listed in the SuiteApp Marketplace.

Installing Sphere in NetSuite

Configuring NetSuite with SuiteTax

Navigate to Setup > Company > Enable Features.

In the SuiteCloud tab:

• under SuiteBuilder:

  • check the Custom Records checkbox

• under SuiteScript:

  • select the Client SuiteScript checkbox

  • select the Server SuiteScript checkbox

• under SuiteTalk (Web Services):

  • select the REST Web Services checkbox

• under Manage Authentications:

  • select the OAUTH 2.0 checkbox

Make sure to hit Save before navigating away.

On the same Enable Features page, in the Tax tab:

• select the SuiteTax checkbox

  • NOTE: NetSuite requires that Site Builder is disabled to enable SuiteTax. If you receive a Site Builder error when enabling SuiteTax, follow these guides (disable Site Builder, inactivate websites) to disable Site Builder.

• under Related SuiteApps:

  • click on SuiteTax Engine, then click Install.

  • click on SuiteTax Data Records, then click Install.

  • click on SuiteTax Reports, then click Install.

• select the SuiteTax Plug-in checkbox

and hit Save.

Installing the Sphere SuiteTax Plugin

Search for “SuiteApp Marketplace” in the NetSuite search bar. In the marketplace, search for the "Sphere Tax" app, and install it. The SuiteApp ID is com.sphere.taxcalculation.

Enabling the Sphere SuiteTax Plugin

Once the plugin is installed, you want to enable it. Navigate to Customization > Plug-ins > Manage Plug-ins. Under Tax Calculation, check the box to enable the Sphere Tax plugin, and hit Save.

Configuring Sphere in NetSuite

NOTE: if you're not sure whether your use case fit this configuration, please contact our team

Adding a Sphere API Key

Once you have a Sphere API key, navigate to the API Secrets page by typing in API Secrets in the NetSuite search bar, or via Setup > Company > API Secrets. Create a new API Secret to manage you Sphere API Key securely. Enter Sphere API Key as the name, custsecret_sphere_api_key as the id, and enter your API key under the password field.

Then navigate to the Restrictions tab, and enter the SuiteApp ID from the previous step (com.sphere.taxcalculation), as well as appropriate owners.

Setting up Tax Control Values

In order for Sphere Tax to integrate with SuiteTax properly, you must set up your Tax Control Accounts as well as Nexus, Tax Code, and Tax Type records.

Sphere make this easy by allowing you to enter those values in the Sphere Configuration Record. In the NetSuite search bar, enter Sphere Configuration and navigate to the Sphere Configuration List page. From there click the New Sphere Configuration button.

Sphere automatically populates the default Payable and Receivable accounts, but if you'd prefer other accounts as tax control accounts, you can change it in the drop down.

Sphere also creates default Nexus, Tax, and Tax Type records in NetSuite to be used by the tax engine. If you have existing records for those, you can optionally enter them into the Configuration Record.

Setting up the Subsidiaries

NetSuite requires each subsidiary to be associated with at least one Nexus to allow tax calculations. To associate your Sphere Tax assigned Nexus with a subsidiary, navigate to the Subsidiaries page, and select the Subsidiary you want to assign a Nexus to.

Hit Edit, and navigate to the Tax Registrations tab. Once there:

• select United States as the Country

• select United States as the Nexus

• select Sphere Tax as the Tax Engine

• select Today's Date as the Effective From

and hit Add.

Follow the same process for any other subsidiaries you want to use Sphere Tax for.

Configure Data Synchronization from NetSuite to Sphere

In order for Sphere to communicate with your NetSuite account to pull transaction, customer, and product information, NetSuite needs to give Sphere the right permissions.

Create a NetSuite Integration Record

Navigate to your NetSuite integration records via Setup > Integrations > Manage Integrations, and create a New Integration.

Enter Sphere Tax as the name. In the Authentication tab:

Under the OAuth2.0 section:

• check the Authorization Code Grant checkbox

• under Scope, check:

  • REST Web Services

  • SuiteAnalytics Connect

  • Restlets

• in the Redirect URI text box, enter http://server.getsphere.com/netsuite/redirect

hit Save, and you will be presented with the Client ID and the Client Secret.

Make sure to save these values because you won't be able to see them again!

Enter NetSuite Credentials into Sphere

You can now enter the Client ID and Client Secret into the NetSuite Integration Tab in Sphere. This will allow Sphere to pull your Invoices, Credit Notes, Customers, and Products into Sphere for a historical sync to determine your Nexus analysis, and on an ongoing basis for filing purposes.

Preview Taxes

Once you've set up the Sphere SuiteTax plug-in in NetSuite, and configured your product tax codes in Sphere, you're now set up to calculate taxes on your NetSuite Invoices and Credit Notes!

Clicking Preview Tax on an invoice will populate the box on the right hand side with appropriate tax information.