Understanding all of the SaaS spend across your company can be difficult with employees and departments purchasing SaaS subscriptions without centralized coordination. Many organizations track all subscriptions/spend using their accounting platform as the source of truth. However, access to that system is typically highly controlled and limited to the Finance team given the other sensitive financial data stored in the system - making it difficult for other stakeholders (IT, Security, Operations) to access that relevant data.
Blissfully's NetSuite integrations allow companies to integrate their accounting data and connect an additional source of financial data. Blissfully will reconcile NetSuite's transactions with transactions from other sources and identify additional SaaS vendors that are being used and paid for to provide a holistic view of SaaS spend across your organization.
Integrating NetSuite’s accounting data into Blissfully will require a NetSuite administrator, capable of creating new Roles, Integrations, and Access Tokens. Ideally, this same person is a user inside Blissfully (even if temporarily) in order to input the secret keys they’ll create during this process. Afterwards, they can remain or be removed from Blissfully.
Alternatively, they can share the secret keys they create with a Blissfully user, however, great care should be taken to ensure the keys are fully encrypted in transit, and deleted from any disk(s) afterwards.
NOTE: We do not yet pre-validate your secret key information when entered into Blissfully. If it is entered incorrectly, we won’t know until later, so please double check the data you collect & ultimately enter into Blissfully.
Blissfully’s NetSuite integration uses a “Token-based” approach, so we’ll first need to make sure your NetSuite installation has this option enabled.
From the menu bar, click “Setup”, which should take you to the Setup Manager. Under “Setup Tasks” on the left, choose “Company” to see expanded options, and then click the “Enable Features” item.
Next, choose “SuiteCloud” from the tab options.
Finally, scroll down until you see the “Managed Authentication” section, and ensure “Token-based Authentication” is enabled.
You’ll need a text document handy while you go through the rest of these instructions, so go ahead and open one up now. You’ll collect various bits of information in it, which will then need to be entered into Blissfully’s app either by yourself, or someone you can securely transfer the document too (fully encrypted).
The first bit of information Blissfully needs is your NetSuite Account ID. You can find in your Web Services Preferences.
You’ll find it under “Primary Information”. Copy Account ID (the label along with the value) into the text document you have handy.
It’s best-practice to create new roles for new consumers, so as to track and tightly limit access, and the Blissfully integration is no different.
From the menu-bar, choose “Setup” -> “User Roles” -> “Manage Roles” -> “New”, which should take you to the New Role.
Under the General area:
Name: “Blissfully.com Integrator Role“
Under the Authentication area:
Check “Web Services Only Role”
Under the Permissions tab:
At a minimum, Blissfully requires a number of read-only permissions, as follows:
Bills (Level: View)
Find Transaction (Level: View)
SOAP Web Services (Full)
User Access Tokens (Full)
To expand spend detection to other types of transactions in NetSuite and enable currency conversion, you have the option to enable some or all of the following read-only permissions as follows:
Check (Level: View)
Expense Report (Level: View)
Expenses (read only)
Accounts Payable (read only)
Currency (Level: View) - For Currency conversion
Note: The more types of transactions that Blissfully can view, the greater the likelihood of detecting vendor spend. If you have vendor spend transactions stored as Journal Entries, reach out to us to discuss options to pull those into Blissfully as well! Do you have multiple Subsidiaries? If you want us to pull data from a specific subsidiary, or multiple subsidiaries, a dropdown should be visible, and should be set appropriately. Note that if you do not enable the correct Subsidiaries, Blissfully will not be able to accurately represent your SaaS spend. Once entered, hit "Save" to create the Blissfully.com Integrator Role.
From the menu-bar, choose “Setup” -> “Users/Roles” -> “Manage Users” -> which should take you to the Manage Users area.
Locate yourself in the list, and click your name to view your user.
Click the “Edit” button.
In the tabbed area below, choose the “Access” tab.
Look for another tabbed area below, specifically the “Roles” section, which should be visible by default.
In the add role field, type in the name of the new role you just created, “Blissfully.com Integrator Role”, select it, and click “Add”.
Finally, hit “Save” to update your user.
From the menu-bar, choose “Setup” -> “Integration” -> “Manage Integrations” -> “New”, which should take you to the New Integration form.
For the “Name” field, enter “Blissfully.com Integration”
Under the “Authentication” tab,
De-select “User Credentials”
Select “Token-based Authentication”
Heads up! When you hit *Save* you’ll be given a Consumer Key-and-Secret pair. Once viewed, they’ll disappear forever, so you’ll want to have a text document handy to copy & paste these pieces of data.
With that warning, go ahead and click *Save* and capture the CONSUMER KEY and CONSUMER SECRET values (with their respective labels) into a text document.
From the menu-bar, choose “Setup” -> “Users/Roles” -> “Access Tokens” -> “New”, which should take you to the New Access Token form
Under “Application Name”, choose the new integration you just created, “Blissfully.com Integration”
Next, under User, type your name in, and select it.
Under “Role”, choose “Blissfully.com Integrator Role”
For the “Token Name”, the default is verbose, but descriptive!
Heads up! When you hit *Save* you’ll be given a Token ID-and-Secret pair. Once viewed, they’ll disappear forever, so you’ll want to have that same text document handy to copy & paste these pieces of data.
Click “Save” to create the Access Token
Copy TOKEN ID and TOKEN SECRET (with their labels) into your text document
Your text document should have the following labeled pieces of information in it:
Now, log into Blissfully and visit our NetSuite Integration page. Since you’re the first, you’ll see “Not Connected”, and an Edit button. Click the Edit button, and copy over the values from your document.
Go ahead and click “Save” - Blissfully will begin incorporating your NetSuite data into your account.