After connecting your NetSuite account to Settle, you might encounter an error banner after initiating a two-way sync. Before diving into specific errors, consider basic troubleshooting steps such as clearing your browser cache, restarting your browser, and logging back into Settle.
How can I troubleshoot and resolve errors in the NetSuite integration with Settle?
NetSuite integration errors can disrupt your workflow, but they are often resolvable with systematic troubleshooting. This guide provides steps to address common issues such as Sync Center errors and reconnection problems.
Missing permissions are preventing your sync from fully completing.
Resolving Reconnection Errors
Reconnection errors typically require a more thorough reset of the NetSuite integration. Follow these steps:
Disconnect the current NetSuite connection in Settle.
Delete all previous roles, authorizations, and tokens associated with the NetSuite connection.
Restart the integration process as if setting it up for the first time. This ensures that no lingering configurations interfere with the new connection.
Step-by-Step Troubleshooting for Sync Center Errors
If you encounter Sync Center errors, follow these steps:
Log out of the Settle application.
Clear your internet cache to remove any outdated data.
Restart your browser to ensure a fresh session.
Log back into Settle and check if the issue persists. These steps often resolve temporary glitches. If the problem continues, you can continue the conversation with support via the platform or email without restarting the session.
Settle’s sync is unable to import/export all information because the role used for the integration does not have all required permissions. To fix:
Click here to go to your NetSuite roles page
Click “Edit” on the role you used to connect NetSuite with Settle (the default is “Settle Sync Role”)
Add the permission specified in the Settle error message with “Full” permission and hit “Save
A NetSuite configuration error is preventing your sync from fully completing
Settle’s two-way sync isn’t exporting all bills because the role used to connect NetSuite with Settle is misconfigured.
If using the Settle Sync role
Update to the latest version of the “Settle Sync Role” by completing the following steps:
Update the Settle NetSuite bundle
Click here to go to your installed bundles
Find “Settle Sync Role Bundle” and hover over the setting icon to the far left
Click "Update", then "Update Bundle"
Click here to go to your NetSuite roles page, then click “Edit” beside “Settle Sync Role”
Re-configure your transaction permissions to ensure all transaction types are enabled (step 5 of the onboarding doc)
If you have any custom transaction types, click here to ensure these are available for your new role.
Under the new role’s "Transactions" permissions, add the following permissions if available. These are not included in the default role and must be selected (if available to your account):
Likely Available
Bin Putaway Worksheet, Bin Transfer, Build Assemblies, Unbuild Assemblies, Work Order
Possibly Available
Blanket Purchase Order, Charge, Close Work Orders, Count Inventory, Customer Payment Authorization, Employee Commission Transaction, Enter Completions, Enter Year-To-Date Payroll Adjustments, Individual Paycheck, Inventory Status Change, Issue Components, Pay Tax Liability, Payroll Liability Payments, Purchase Contract, Request for Quote, Requisition, Revenue Arrangement, Revenue Commitment, Revenue Commitment Reversal, Revenue Contracts, Tegata Payable, Tegata Receivable, Vendor Request For Quote, Wave
If using a custom role
Click here to go to your NetSuite roles page, then click “Edit” beside the role you used to connect NetSuite with Settle
Under the “Forms” tab, ensure the “Standard” form is checked as “Preferred” for each of the following:
Transaction
Bill
Bill Credit
Bill Payment
Credit Memo
Invoice
Journal
Payment
Purchase Order
Entity
Customer/Lead/Prospect
Vendor
Click "Save".
Preventative Measures for Future Issues
Regularly clear your browser cache to avoid data conflicts.
Periodically review and update roles and authorizations in NetSuite to ensure compatibility.
Document the integration setup process for easy reference during troubleshooting.