Xcelerate Netsuite Integration

Xcelerate <> Netsuite Integration Training Guide

Purpose

This guide explains how to connect your Xcelerate account to Netsuite, send Jobs and Customers to Netsuite, and understand how estimates and invoices automatically sync between the two systems.

Getting Started: Connecting to Netsuite

Step 1: Navigate to Integrations

1. Log in to Xcelerate as an Admin.
2. Go to Admin → Integrations → Netsuite.

Step 2: Enable the Integration

1. Turn on the Enable Netsuite Integration toggle.
2. Click Authenticate.
3. Follow the prompts to log in to your Netsuite account and grant permission.

Step 3: Configure Tenant Mapping

Each Xcelerate account must be mapped to the correct Netsuite ServiceItem, Class, and Department.

1. Click Configure
2. Choose the appropriate:
   • NetSuite ServiceItem (line items for sales orders)
   • NetSuite Class (specific business unit)
   • NetSuite Department (Xcelerate job file type)

Once connected, your Xcelerate instance is securely linked to your Netsuite environment.

Viewing Job Sync Status

After setup, you’ll see a Netsuite Jobs Sync screen that lists all Jobs in Xcelerate.

• Each Job shows:
  • Job Name
  • Customer
  • Last Modified Date
  • Sync Status (Synced / Pending / Error)
• You can click Sync Now to manually sync a job.

💡 This screen looks similar to other integration screens, with the same layout and controls.

• The integration handles several types of automated updates based on actions in Xcelerate.

• As soon as a Work Authorization Date is entered on a job in Xcelerate:
  • A Customer and Project are automatically created in Netsuite.
  • A Sales Order will be created with
    • The Rough Estimate Value (if Total Estimates is blank)
      • Or
    • Total Estimates

• Update sales order with Total Estimates, unless Total Estimates is blank. In this case, update Rough Estimate amount.

When a Job Moves to “Invoicing”

When you change the Job Status to Invoicing, or mark the COC/Completion Date in Xcelerate, the system automatically:

• Converts the related Sales Order in Netsuite into an Invoice.
• Stops all above estimate updates, either Rough or Total.

No additional user action is required.

Troubleshooting and Best Practices

• All Netsuite credentials are stored securely and encrypted.
• Only Admin users can view or change integration settings.
• Transaction logs are kept for audit and troubleshooting.

Support

If you experience issues:

• Contact your internal System Administrator, or
• Email support@xlrestorationsoftware.com for assistance.