How to set up NetSuite Bill Sync Integration

The following article pertains to NetSuite Bill Sync and does not apply to the NetSuite Purchase Order and Item Sync. For more, see NetSuite Integration Workflows.

Before you start

Please consult the following articles to ensure you understand the NetSuite Bill Sync Integration workflow:

NetSuite Bill Sync Overview

Considerations to take when mapping data between Procurify and NetSuite

Steps:

Step 1: Create a NetSuite service account in Procurify

Step 2: Install the Procurify SuiteBundle app

Step 3: Configure the NetSuite bundle settings

Step 4: Configure Outbound Data Flows

I. How to sync Vendors

II. How to sync Account Codes

III. How to Link Account Codes to Location and Department

Step 5: Configure NetSuite credentials for Bill Sync Integration

Step 6: Configure field mapping for Bill Sync Integration

Step 7 [Optional]: Create a hyperlink/URL to the Bill