The following article is about our NetSuite Bill Sync. For more, see NetSuite Integration Overview.
What is the NetSuite Bill Sync
The NetSuite Request to AP Integration enables you to sync Bills from Procurify to NetSuite. It also includes a Master Data Sync, where you can sync Vendors and Account Codes from NetSuite to Procurify.
What are the benefits?
This integration allows you to
maintain your NetSuite data as your true source of information for Vendors and Account Codes
sync your bills from Procurify to NetSuite, allowing you to complete a Request to Bill process all within Procurify
Steps to set up integration:
Navigate to Settings → Integrations
Click Set Up under NetSuite Request to AP
Follow the in-app steps for entering:
your account ID
client ID and password
token ID and secret
For more details, see How to set up NetSuite credentials to sync bills from Procurify
Click Connect to NetSuite
To choose your custom and advanced custom field mapping, click the Edit button in the respective sections.
Important: If you would like to include inventory catalog items and inventory updates in your integration, please reach out to a Procurify Representative instead of proceeding below as a different set-up will be required.
Steps to set up Vendor List and Account Code sync:
Click Set Up under the Sync Master Data section on the left.
Follow the wizard which will guide you through:
Installing the NetSuite Bundle
Installing SuiteCloud
Confirming the link setup
Allowing a connection between AppLink and Procurify and confirming the NetSuite Company to connect.
You will now have two tabs available on the Procurify NetSuite Integration page:
On both the Vendor and Chart of Accounts tabs, toggle Start Scheduled Sync to ON
All new vendors will be created/synced as Preferred Vendors. For more information, see How to set a vendor as preferred or non-preferred.
All account codes created/synced via this method will require manual linking to departments. For how to link account codes to departments, see:
For more information on Vendor and Account Code sync, see What is Master Data Sync?
Additional Information:
Q: Can I move a negative $0 bill or negative dollar value from Procurify Accounts Payable Bill module to NetSuite Bill integration?
A: the Procurify <> NetSuite Bill sync integration does not support the movement of $0 or negative bill amounts.
Field mapping to NetSuite amortization schedules and periods is not currently possible through our NetSuite Bill integration.