Employees

Overview

The NetSuite Employees integration synchronizes employee master data from NetSuite to Zudello, providing essential information for expense management, approval workflows, and organizational reporting.

Integration Details:

• Direction: NetSuite → Zudello (📥 Inbound)
• Sync Type: Incremental
• Sync Frequency: Every 4 hours
• API Used: SuiteQL

Key Benefits

• Automated employee data synchronization
• Email-based expense matching and routing
• Support for organizational hierarchies
• Real-time status updates for access control

Field Mappings

NetSuite Field	Zudello Field	Description	Data Type
entityid	EmployeeCode	Unique employee identifier	String
firstname	FirstName	Employee first name	String
lastname	LastName	Employee last name	String
email	Email	Primary email address for expense matching	String
isinactive	Status	true = INACTIVE, false = ACTIVE	String
department	Department	Links to Department	Relation
location	Location	Links to Location	Relation
supervisor	SupervisorCode	Links to supervising Employee	Relation
title	JobTitle	Employee job title	String
subsidiary	Subsidiary	Links to Subsidiary	Relation
phone	Phone	Contact phone number	String
mobilephone	MobilePhone	Mobile phone number	String

API Configuration

SuiteQL Query Structure

The integration uses comprehensive SuiteQL queries to retrieve employee data including organizational relationships and contact information essential for expense processing.

Authentication

• Method: Token-based Authentication (TBA)
• Required Permissions:
  • Employees (View)
  • Employee Records (View)
  • Lists → Employees (View)
  • Departments (View)
  • Locations (View)

Sync Configuration

Incremental Sync Logic

The integration efficiently tracks employee changes:

• Initial sync retrieves all employee records
• Subsequent syncs fetch employees where lastmodifieddate > last sync timestamp
• Email changes trigger immediate updates for expense matching
• Supervisor relationships updated with organizational changes

Data Transformation

• Status Conversion: NetSuite boolean isinactive (T/F) → Zudello string status (INACTIVE/ACTIVE)
• Email Standardization: Ensures consistent email format for expense matching
• Hierarchy Resolution: Maps supervisor relationships using employee codes

Processing Logic

1. Employee Retrieval: Query modified employee records
2. Email Validation: Verify email format for expense processing
3. Hierarchy Processing: Resolve supervisor relationships
4. Department Linking: Associate employees with departments
5. Status Management: Update active/inactive employee flags
6. Contact Updates: Ensure current contact information

Troubleshooting

Issue	Possible Cause	Solution
Missing employees	Permission restrictions	Verify Employees view permissions
Email matching failures	Email format issues	Check email standardization rules
Supervisor hierarchy errors	Circular references	Validate supervisor relationships
Department sync issues	Department not found	Ensure departments sync first
Duplicate employees	Employee transfers	Review employee merge procedures

Related Documentation

• NetSuite Integration Overview
• Expense Management
• Approval Workflows
• Email Configuration