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How to set up Rho’s NetSuite Integration

With Rho's native NetSuite integration, you can eliminate manual data entry and automate everyday workflows. Rho connects directly via APIs to NetSuite—not via the bank feed on NetSuite—for a seamless, automated integration experience.

Follow the step-by-step instructions below to set up an integration between your Rho Account and your existing NetSuite account.

Before you Proceed:

  • Your dedicated Client Development Specialist is here to guide you through the integration setup; please give us a call before you begin.

  • Please ensure you are signed in as an Administrator on NetSuite and that you are a Bookkeeper, Admin, or Account Owner in Rho.

Navigate to the Integrations Setup Page in Rho

Sign into Rho's platform and click the Integrations icon from the left-hand navigation bar. Then click the NetSuite icon and select Connect to NetSuite from the dropdown.

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You will be directed to the Integration setup page for NetSuite, click Get Started.

1. Enable integration functionality in NetSuite

In NetSuite, hover over Setup > Company, and click Enable Features. When in the Enable Features page, select the Suite Cloud tab. Under the Suite Cloud tab, go to the section Suite Cloud (Web Services) and please ensure the following 3 checkboxes are checked:

  • SOAP WEB SERVICES

  • REST WEB SERVICES

  • TOKEN BASED AUTHENTICATION

Click Save.

Net Suite Video Demo

2. Create the integration in NetSuite

In NetSuite, navigate to Setup > Integration > Manage Integrations and click New.

  1. Name the integration "Rho Integration"

  2. Under Token-Based Authentication, check the boxes for TOKEN-BASED AUTHENTICATION and TBA: AUTHORIZATION FLOW.

  3. Under TBA: AUTHORIZATION, paste in the below callback URL: https: //api.rho.co/webhook/netsuite_authorize_callback

  4. Uncheck the AUTHORIZATION CODE GRANT in the OAuth 2.0 section

  5. Click Save.

IMPORTANT: After saving, you will receive two credentials at the bottom of the page: Consumer Key and Consumer Secret. Please copy and save these nearby (e.g. in a notes document), as you will need them in Step 5.

Net Suite Video Demo

3. Install the bundle in NetSuite

In NetSuite, go to Customization > Suite Bundler and click on Search & Install Bundles.

  1. Type into the search bar "Rho Accounting Integration"

  2. Select and install the bundle with the bundle ID: 436739. It is key that you select 'Install Bundle', or the integration will not work.

Please Note: NetSuite may take a few minutes to download the bundle.

4. Deploy the script

  • After installing the bundle, go to Customization > Scripting > Scripts > New.

  • Select or type in rho_production.js and click Create Script Record

  • Name the script Rho Integration API, then click the arrow on the save button and click Save&Deploy

  • In the Script Deployment screen, set the Status to Released and the Log Level to Error

  • Under Audience Roles check Select All

Click Save.

IMPORTANT: After saving, you will receive the External URL. Please copy everything that comes after "restlet.nl? (See screenshot example below). Save this nearby, you will need this in Step 5.



5. Authenticate your account

In Rho, enter the following three details that you saved in Steps 2 and 4:

  • CONSUMER KEY

  • CONSUMER SECRET

  • EXTERNAL URL EXTENSION

Click Authenticate.

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6. Allow Rho Integration access in NetSuite

You will be redirected to log in to NetSuite, please enter your NetSuite login credentials.

Grant Rho Integration access to your NetSuite account by clicking Allow. The connection is now complete and you will be redirected back to Rho.

Next Steps: Before you proceed, we recommend you speak with your Client Development Specialist who is happy to guide you through this process. The following steps should be completed in the following order.

  1. Set Up Account Mapping

  2. Set Up Transaction Mapping

  3. Sync to NetSuite

    Please Note: Account Mapping allows you to select the Bank, Credit Card, Accounts Payable, and Treasury Chart of Accounts in NetSuite that you would like to map transactions and bills to.

  4. If you already are tracking Rho transactions in a designated Co A, this allows you the ability to continue posting Rho transactions to that exact Co A.

  5. If you do not select a NetSuite Co A (via the NetSuite Mapping page) prior to syncing your Rho account, Rho will create these accounts for you in NetSuite and post transactions to those accounts. You may rename this account, but, if you delete this account, the integration between your Rho and NetSuite account will not work.

If you have been uploading. CSV files to sync your Rho account with NetSuite so far, please give us a call, so we can easily get you set up.

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The following instructions describe how to set up a direct integration between your Rho Account and your existing QuickBooks Online account. If you're interested in connecting Rho transactions via the QuickBooks Bank Feed, see instructions here . Note: this integration is only compatible with QuickBooks Online. For QuickBooks Desktop, you can download a CSV of transactions from your Rho account via these steps and upload them to QB Desktop). Once you are signed into the Rho platform, click Integrations in the navigation bar. Click the QuickBooks icon. Follow the login instructions to connect to your QuickBooks account. When finished, click Accounting in the navigation bar. Select the transactions you want to sync. Click the Sync button. When you connect Quick Books to Rho, a new account is added to your CHART OF ACCOUNTS tab named RHO [Checking Acct#] , where [Checking Acct#] is the 10-digit account number associated with the linked Rho account. This is your primary account and is required for automatic account reconciliation. You can rename this account, but integration between your Rho account and Quickbooks will not work if the account is deleted. What information can I view in the Accounting Tab? Once you have connected QuickBooks to Rho, use the Accounting Tab in the Rho platform to manage mapping rules, view transactions, and make necessary changes. The Accounting Tab includes two subsections Dashboard and Mapping Rules. Learn more about what you can view in the Dashboard here and about what you see in the Mapping Rules here. Important Integration Notes Syncing with your QuickBooks account is a manual process. Each time you want to reconcile your Rho Account in QuickBooks, you must click the Sync button. However, you can set up automatic recurring syncs by going to the settings tab within your accounting workflow and setting a recurring sync.

General Rho Information

How Do I Contact Support?

Reach out to our dedicated Rho specialists anytime over the phone at 1 (855) 7-GETRHO, through email at clientservice@rho.co, or start a live chat by logging into your Rho account (web or app), clicking the Help button in the lower left, and selecting 24/7 live support.

Cards

How to Add Your Rho Card to your Digital Wallet

Your virtual & physical Rho cards can now be added to your Apple or Google Wallet for a quick, contactless, and secure way to pay. Note: Currently, we don't support adding Rho cards to WeChat. Set up is simple - follow the steps below to get started: Apple Wallet Go to your Wallet app and click the + button in the right-hand corner. Select the Card Type “Credit”. Hold your Rho physical card's chip near your device or place it directly on the screen. For a virtual card, choose the “Enter Card Details Manually” option to add your card. Verify your card details are correct and enter your 3-digit CVV security code. You should notice the "Card Added" confirmation after a few moments. For your added security, you may be asked to verify your Rho Card account via two-factor authentication by “Text Message”, “Email”, or "Authenticator App", if you have set it up. A six-digit code will be sent to your email address, phone number on file, or the Authenticator App, enter your code in the field provided. Your Rho Card is now active in your Apple Wallet and ready to use at contactless point-of-sale terminals that support Apple Pay. For more information, see Apple’s support document . How to use your Rho Card in Apple Pay at a contactless point-of-sale terminal Select your Rho Card via the Apple Wallet app. Double-click the right-hand button on the side of your iPhone when a near contactless point-of-sale terminal. Verify your identity using Face ID or your Passcode. You will now be prompted to hold your phone near the contactless reader. Hold near the reader until the purchase has been completed. Google Wallet Your virtual & physical Rho cards can now be added to your Google Wallet on your Android device for a quick, contactless, and secure way to pay. Set up is simple - follow the steps below to get started: Open your Google Pay (GPay) app on your Android device and click the image of a card in the right-hand corner. This will open a screen that shows you all the cards you have linked to your wallet. Select “Add a Card” at the bottom of the screen. Select the Payment Method “Credit or debit card.” Take a picture of your Rho physical card or the virtual card in your Rho dashboard. Your phone will recognize your card details and then you must enter your 3-digit CVV security code. Alternatively, you may enter your card details manually. Make sure your address, ZIP code, and phone number match your settings in your Rho account. The address should be your organization’s billing address. Press Save. Review Rho’s Terms & Conditions and click “Accept & continue.” For your added security, you may be asked to verify your Rho Card account via two-factor authentication by “Text Message” or “Email.” After you receive your six-digit verification code by text or email, enter it and click Submit. Your Rho Card is now active in your Wallet and ready to use at contactless point-of-sale terminals that support Google Pay. For more information visit the Google Pay Help Center

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How to Upload a Receipt in the Mobile App

You can add receipts to all Rho Card transactions within the app ( in addition to desktop, email, and SMS uploads ). To add a receipt, open the Rho app and tap on the transaction requiring a receipt. In the Attachments section, click "Upload Receipt" and choose one of the following options: Select an image from your camera roll Take a photo of your receipt using your camera Select and upload a file Note: Be sure to include any applicable tip amount on your receipt. In the transaction details window, you can also add departments, labels, and notes to your transaction.