How to integrate Oracle NetSuite with Zil Money?
- Login to Zil Money and select Apps.
- Click Oracle NetSuite and click Connect.
- Click Continue and then enter your NetSuite Account ID.
- Click on Submit.
- Enter the NetSuite Consumer Key, NetSuite Consumer Secret, NetSuite Token Id, and NetSuite Token Secret.
- Click on the Submit button.
- Click on Continue.
- To import payees, click on the Import Payees button.
- Select the company to import payees and click Import; then, you can see the imported payees on the Payee list.
To import bills from Oracle NetSuite,
- Go to Bill / To Pay from the side panel.
- Click Import Bills and select NetSuite.
- Choose the company and update Import Settings: select Time Span and Download Filter.
- Click Start Importing.
To import invoices from Oracle NetSuite,
- Go to Invoice in the Receivables bar.
- Click Import Invoices and select NetSuite.
- Choose the company and update Import Settings: select Time Span and Download Filter.
- Click Start Importing.
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Can I integrate Zil Money with NetSuite for payments and check processing?
Yes, Zil Money offers pre-integration with NetSuite. You can easily import checks from NetSuite into our platform, and we handle the processing. Additionally, customization options are available for your specific NetSuite requirements.
Can Zil Money integrate with Sage 300 CRE?
Yes, Zil Money is currently integrated with Sage Business Cloud Accounting. Sage 300 integration is possible within 1-2 weeks and will import checks from Sage for printing/processing through Zil Money, with no changes required to the current Sage ...
Does Zil Money use OCR or document extraction tools?
Zil Money doesn't currently use an OCR tool for document extraction but allows users to integrate their accounting systems to upload invoices and process payments through their platform.
Can I integrate Zil Money with QuickBooks or other accounting software?
Yes, Zil Money integrates with QuickBooks for seamless accounting management. We also support other platforms like Xero.
Can I integrate Zil Money with other platforms, such as Connect Team?
If your timekeeping platform, such as Connect Team, supports API integration, Zil Money can work with it to import data for payroll and invoicing. Our team can assist with integrating the platform if the API is available.