This article provides the step-by-step instructions needed to create a dedicated file folder in NetSuite. This folder is essential to allow bill attachments from Procurify to be successfully pushed and stored alongside the corresponding bill record in NetSuite.
Prerequisites
You must have access and login credentials for your NetSuite environment.
Your NetSuite user role must have the permission to create folders within the NetSuite File Cabinet.
Step-by-Step Guide: Creating the Procurify Attachment Folder
This process involves navigating to the NetSuite File Cabinet and creating a specific folder that the Procurify integration will use.
1. Navigate to the NetSuite File Cabinet
In your NetSuite dashboard, go to the top navigation bar.
Click on the Documents menu item.
From the dropdown list, select Files, and then select File Cabinet.
2. Create a New Folder
Once you are viewing the File Cabinet, look for the New Folder button located in the top-right corner of the page. Click this button.
3. Name the New Folder
In the folder creation window, set the folder name.
Crucially, the folder must be named
procurify. Use all lowercase letters and ensure there are no spaces.Click Save.
4. Confirm Folder Creation and Retrieve the Folder ID
After saving, you should see the new
procurifyfolder listed in your File Cabinet."
Click on the newly created
procurifyfolder to open it.Once the folder is open, look at the URL bar in your web browser. The URL will contain the unique Internal ID of this folder.
The structure of the URL will look something like this:
https://[YourAccountID].app.netsuite.com/app/common/media/mediaitem.nl?id=**[Folder ID]**&e=T
Copy the numerical value that immediately follows
id=. This is your NetSuite Folder ID.Actionable Next Step: You will need to provide this Folder ID to your Procurify team or enter it into your Procurify NetSuite integration settings to complete the attachment sync setup.
Key Takeaways
A folder named
procurifymust be created in the NetSuite File Cabinet to enable the transfer of bill attachments.The unique numerical Folder ID found in the URL after creating the folder is required for the Procurify integration setup.