This article explains the steps to configure a specific NetSuite folder for uploading attachments from Procurify.
Steps:
1. In NetSuite, create the folder and copy the Folder ID. See How to create a NetSuite Folder for Procurify attachments push to NetSuite.
2. In Procurify, go to NetSuite setup page by navigating to Settings > Integration > NetSuite Request to AP.
3. On the left side tile, you will see Attachments folder for NetSuite. Select Set Folder ID button.
4. After clicking the button, you will be prompted to enter and save your NetSuite folder ID.
5. Once the Folder is successfully assigned, the NetSuite setup page will display the Folder ID that was assigned.
Editing or assigning to a different folder
Procurify allows you to edit or assign a different NetSuite folder to be the dedicated folder for uploading attachments.
1. In Procurify, navigate to Settings > Integration > NetSuite Request to AP.
2. Select the Edit button.
3. After clicking Edit, you will be prompted to update and save the new folder ID.