Connect your NetSuite account to Melio to automatically sync your vendors, bills, and payments, ensuring your financial records stay accurate without manual data entry.
Data will auto-sync in real time. To manually sync, select the sync icon on the Pay dashboard.
We are gradually releasing this feature to ensure the best experience for everyone as it arrives.
This article explains what data syncs between NetSuite and Melio and contains the following sections:
- What syncs between NetSuite and Melio
- What to expect during your first sync
- Important considerations and constraints
- A breakdown of synced data
What syncs between NetSuite and Melio
The integration supports three core entities to help you manage your business expenses:
- Vendors: Full support for creating and updating vendor details.
- Bills: Full support for syncing bills between both platforms.
- Bill Payments: Support for creating and updating payments
Please note:
- Deleting a regular payment in Melio will not delete it in NetSuite.
- If a payment is marked as paid, deleting it in Melio will also delete it in NetSuite.
What to expect during your first sync
When you connect NetSuite for the first time, Melio scans your records to ensure your data remains clean and organized.
- Preventing duplicate vendors: The system checks NetSuite for existing vendors that match those in Melio. If a match is found, you will be asked to confirm which ones should be linked together.
If you decide to skip linking any of the suggested vendors during this initial review, you’ll need to confirm that choice.
Please note that vendors you skip at this stage cannot be linked later, so make sure to review the matches carefully before continuing.
- Historical vendor data: Melio will only import vendors that have bills dated within the last 365 days.
- Syncing existing records: The system automatically syncs all open bills and bill payments from the last 180 days.
Important considerations and constraints
To ensure your sync runs smoothly, keep these technical details in mind:
- File Attachments: Documents or files attached to bills in NetSuite will not sync to Melio.
- Classes and departments: These specific NetSuite categories are not supported.
- Tax information: If a bill in NetSuite includes tax, Melio will show the correct total balance. However, because Melio does not have a specific tax entity, the tax won't appear as a separate line item.
- Payment holds: If a bill is flagged with a "Payment Hold" in NetSuite, it will not sync into Melio. If you enable a hold on a bill that is already in Melio, you can still process the payment there.
A breakdown of synced data
The tables below show exactly how data moves between NetSuite and Melio. The arrows indicate if the data moves one way (←) or both ways (↔).
Vendor:
| NetSuite Field Name | Sync Direction | Melio Field Name |
| Company name | ↔ |
Vendor business name |
| Contact (under Relationship) | ↔ |
Vendor contact name |
↔ |
Email address | |
| Phone | ↔ |
Phone number |
| Address line 1 (under Address) | ← |
Address line 1 |
| Address line 2 (under Address) | ← |
Address line 2 |
| City (under Address) | ← |
City |
| State (under Address) | ← |
State |
| Zip Code (under Address) | ← |
Zip Code |
Bills:
| NetSuite Field Name | Sync Direction | Melio Field Name |
| Vendor | ↔ |
Vendor business name |
| Mailing address | ← |
Check delivery address |
| Date | ← |
Date bill entered (hidden) |
| Due Date | ↔ |
Due Date |
| Reference nu. | ↔ |
Invoice # |
| Account (under Items table) | ↔ |
Account |
| Memo\Description (Expense\Item) | ↔ |
Description (Expense\Line Item) |
| Memo | ↔ |
Note to self |
| Amount | ← |
Total amount |
Payments:
| NetSuite Field Name | Sync Direction | Melio Field Name |
| The vendor name is on top of the payment (not the actual field) | ↔ |
Vendor |
| Bank / Card account | ↔ |
Bank Account / Credit card |
| Payment date | ↔ |
Delivery Date |
| Ref No. | ↔ |
Check # OR Bank transfer # |
| Amount | ↔ |
Full payment amount |