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Accounting in Tres Finance
Quick Start Guide - ERP configuration setup
Connect to an ERP System
Connect to an ERP System
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Written by Moshe Kruger
Updated over a week ago

This page describes how to connect the Tres Finance platform with ERP systems such as QuickBooks, Xero, and Netsuite. Connecting Tres with an ERP system allows you to sync transactions for keeping track of your company books properly. Later, create financial reports, efficiently prepare the company tax returns, and monitor the financial status of your crypto or fiat activity.

Note: You can be connected to only one ERP system at any time. To establish a connection with a different ERP system, you must first remove the current integration.

Connect Tres with QuickBooks

  1. In the sidebar of the Tres web console, click Integrations.

  2. Click the All integrations tab.
    ​

  3. In the QuickBooks card, click Connect.

  4. Use your Intuit account to log onto QuickBooks.
    When you are done, you are brought back to the Tres console. You should now be connected to the ERP system. Check that “Integrations > QuickBooks Integration” appears at the top of the screen and that the name of your organization and email address appear on the right.

Stay on this screen. The next step is to configure Tres to interact with QuickBooks. Learn more about using custom rules to automate the classification of your transactions.

Connect Tres to Xero

  1. In the sidebar of the Tres web console, click Integrations.

  2. Click the All integrations tab.

  3. In the Xero card, click Connect.

  4. In the Xero login page, enter an email and password, then click Log in.

  5. If you are prompted to authorize Tres to access your Xero data, click Allow access.
    When you are done, you are brought back to the Tres console. You should now be connected to the ERP system. Check that “Integrations > Xero Integration” appears at the top of the screen and that the name of your organization and email address appear on the right.

Stay on this screen. The next step is to configure Tres to interact with Xero. Learn more about using custom rules to automate the classification of your transactions.

Connect Tres to Netsuite

There are two phases to connecting Tres with Netsuite:

Prepare Netsuite

Before you start, ensure you have administrator access to your Netsuite account.

  1. Enable SOAP Web Services:

    1. Log in to your Netsuite account.

    2. Click Setup > Company > Enable Features.

    3. On the SuiteCloud tab, click the SOAP Web Service check box.

    4. Click Save.

  2. Create a role for which you assign Web Services Only permissions:

    1. Click Setup > Users/Roles > Manage Roles.

    2. In the Manage Roles list page, provide a name for the new role, for example: Tres integration role.

    3. Click Edit or Customize.

    4. Select the Web Services Only Role check box.

    5. In the Permissions area, make the following settings:

      • Setup: add SOAP Web Services and Log in using Access Tokens

      • Transactions: add Make Journal Entry

      • Lists: add Accounts, Departments, Subsidiaries, Classes, and Currencies at a read/full level.

  3. Create a user:

    1. Click Employees > new.

    2. Choose the Create role. This must be the only role chosen for the integration user.

    3. Under Global permissions, add SOAP web services.

  4. Create an integration:

    1. Click Setup > Integration > Manage integration > New.

    2. Under Authentication, select the TOKEN-BASED AUTHENTICATION check box.

    3. Copy the created client ID and client secret and copy them to the Tres configuration window (see next step).

  5. Create an access token:

    1. Click Setup > User/roles > Access tokens > New.

    2. Choose the created user and role.

    3. Copy the created token ID and token secret that you copied in the previous step and paste it into the Tres configuration window.

  6. Fill in the user information inside the Tres integration page:

    1. Log in to Tres Finance.

    2. Move to the Integration page.

    3. Select the Netsuite integration.

    4. Fill in the required parameters.

    5. Click Connect.

Connect Tres to Netsuite

In the sidebar of the Tres web console, click Integrations.

  1. Click the All integrations tab.

  2. In the Netsuite card, click Connect.

  3. In the Netsuite login page, enter an email and password, then click Log in.

  4. If you are prompted to authorize Tres to access your Netsuite data, click Allow access.
    ​
    When you are done, you are brought back to the Tres console. You should now be connected to the ERP system. Check that “Integrations > Netsuite Integration” appears at the top of the screen and that the name of your organization and email address appear on the right.
    ​

Stay on this screen. The next step is to configure Tres to interact with Netsuite. Learn more about using custom rules to automate the classification of your transactions.

Remove a Connected ERP

You can remove an ERP that is connected to Tres.

To remove the connected ERP:

  1. In the sidebar of the Tres web console, click Integrations.

  2. Click anywhere in the currently configured integration.

  3. Click the menu in the upper right corner of the screen, then click Remove Integration.

  4. Type remove in the confirmation dialog that appears, then click Remove integration.

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