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Installing the Atlar Suite App in NetSuite

This guide explains how to install the Atlar extension in NetSuite and outlines the steps needed in order to set up communication between the two systems.

Prerequisites

The Atlar SuiteApp requires the Advanced Electronic Bank Payments license and the Electronic Bank Payments (EBP) bundle to be installed in your NetSuite environment. Without it, the SuiteApp cannot be installed.

Atlar also extends this record via a customization bundle. Install it by following these steps:

  1. Go to Customization > SuiteBundler > Search & Install Bundles
  2. Search for Atlar > Atlar EBP Extension
  3. Click Install and then confirm the installation by clicking Install Bundle

This bundle extends the EBP bundle with Atlar-specific fields.

Install the SuiteApp

Note: Only certain NetSuite accounts have access to the SuiteApp. To gain access, share your NetSuite account ID with your Atlar representative. After which you will be able to the Atlar SuiteApp.

  1. Navigate to SuiteApps
  2. Use the search bar on the left to find Atlar
  3. Click Atlar Bank Connectivity for NetSuite
  4. Click Install

Installation may take a few minutes. Refresh periodically to check progress. While waiting, you can start the Atlar configuration by creating a programmatic user with the correct permissions.

Configuration

To connect Atlar and NetSuite, you’ll need to configure both systems.
In the Atlar Dashboard, create a role and a programmatic user.

Create role

  1. Navigate to Role Creation
    • Go to User Management > Roles in your Atlar dashboard.
    • Click Create new.
  2. Define Role Permissions
    • Enable ERP Access.
  3. Select Accounts
    • Click Select accounts and choose which accounts to include. For most integrations, select all available accounts.
  4. Complete Role Setup
    • Click See role summary to review settings.
    • Give the role a clear name, e.g. “NetSuite”.
    • Click Create.

This ensures your programmatic user has the right permissions to interact with the Atlar API.

Create programmatic user

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Store the Access Key and Secret carefully!

You’ll need them multiple times. The secret only appears once.

  1. Initiate User Creation
    • Go to User Management → Users in Atlar.
    • Click Actions > New Programmatic User.
  2. Configure User Details
    • Name the user “NetSuite”.
    • Assign the role created earlier.
  3. Access Key and Secret
    • After setup, click Generate to obtain credentials.
    • Store them securely — they’re required to authenticate with NetSuite.

You now have a programmatic user ready to interact securely with the Atlar API.

Configuration in NetSuite

With the SuiteApp installed, you can configure it in NetSuite.

  1. In the global search bar, type and select Atlar - Configuration. When the list of configurations appears, click Edit on the existing record.
  2. Enter the API Access Key and API Secret from the previous step.

You can now enable specific features of the Atlar SuiteApp by ticking the respective checkboxes:

  • Bank Feeds – Automates bank statement imports into NetSuite, often used with “Match Bank Data” for reconciliation.
  • Bank Statements – Imports raw bank statement files automatically, removing the need for manual uploads.
  • Payments – Integrates with NetSuite’s EBP bundle to generate and send payment files via Atlar for vendor, employee, and customer payments.

Bank Feeds

  1. Navigate go your Atlar - Configuration record.
  2. Under the Bank Feeds tab, click Configure Account Linking.
  3. When in the Format Profile page, click ** the tab Account Linking. As the name suggest, in this section you connect your Atlar bank accounts to their matching general ledger accounts.
  4. Select which Bank Account (left) should be linked to which GL Account (right). ⚠️ The GL selection is subtle — click the cell to open the drop-down menu.
  5. After linking, click Save. This triggers automatic bank statement syncing from Atlar to NetSuite. New accounts import up to 60 days of history to ensure your records are up to date. Thereafter, a sync is made every 15 minutes with a shorter lookback window.

Bank Statements

To manage bank statement files, set up folders in NetSuite’s File Cabinet.

  1. Go to Documents > Files > File Cabinet.
  2. Create a folder for unprocessed statements (e.g. Atlar Statements).

Then go to Atlar - Configuration > Bank Statements tab, click New Atlar - Bank Statements Connection, and complete:

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Folder ID

Find it under Home > Set preferences, click Show internal ID. This will then display the internal IDs of the folders in the NetSuite File Cabinet.

  • Name: Descriptive label for the connection, you can for example copy the connection alias from the Atlar dashboard.
  • Connection ID: Found in Atlar under Settings > Third-party connections
  • Folder ID: Internal ID of your chosen folder
  • Optional: Enable Atlar Statements for unified camt.053 statements across all banks and PSPs

On initial setup, Atlar imports 1 day of data, then syncs automatically every 15 minutes.

Payments

To manage payment files, create two folders in the File Cabinet — one for unprocessed and one for processed files:

Atlar Payments
├── Processed
└── Unprocessed

Then go to Atlar Configuration > Payments tab and click New Atlar - File Payments Config. Fill in:

  • Name: e.g. Atlar - configuration
  • Unprocessed Folder ID: ID of the “Unprocessed” folder
  • Processed Folder ID: ID of the “Processed” folder

Company Bank Details

Set up a Company Bank Details record for each payment account:

  1. Navigate to Payments > Setup > Bank Details > New
  2. Complete the form as usual.
  3. Under EFT Template, select Atlar (Credit Transfer).
    The File Cabinet Location should be the ID of your unprocessed folder.
  4. Save the record.
  5. Enter the Atlar Account ID — find it in Atlar under Cash Management > Accounts.

This ensures payments are processed correctly using Atlar’s file format and accounts.

Creating payments

Before creating payments, import Bank Details for all entities (vendors, employees, etc.) manually or in bulk using:
Importing Bank Details to NetSuite

Then follow:
Creating Payments from NetSuite

Forecasting Configuration

To let Atlar interact with your NetSuite instance, provide specific credentials.

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Heads up

Use a dedicated system user in NetSuite instead of a personal one to avoid disruption if staff change.
Create a new employee (Lists → Employees → New) and assign the Atlar integration role.

  1. In NetSuite navigate to: Setup > User/Roles > Access Tokens > New
    1. Select Application Name: “Atlar Integration”
    2. Choose the appropriate user
    3. Select Atlar Integration Role
    4. Click Save and store the generated secrets securely
  2. In Atlar navigate to Settings > Third-party connections
  3. Find and open your NetSuite Connection.
  4. Go to Secrets -> Actions -> Create Secret.
  5. Upload the following, one by one:
    1. OAUTH1_REALM – your NetSuite Account ID
    2. OAUTH1_TOKEN – generated token
    3. OAUTH1_TOKEN_SECRET – generated token secret

Updated about 4 hours ago

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