NetSuite Integration Overview

This article references the NetSuite integration, which will be available to all Procurify customers in Q2 2020.

The NetSuite Integration allows seamless movement of Purchase Orders and Receive Logs from Procurify to NetSuite, and enables one-way sync of Account Codes and Vendors from NetSuite to Procurify. NetSuite customers can utilize Procurify's job-oriented, activity focused approval and purchasing process while maintaining continuity of Purchase Orders and a general ledger in NetSuite.

What are the Benefits?

Sync Purchase Orders

Purchase Orders are synced to NetSuite, saving you from double data entry in two different systems and simplifying your workflow.

Spending Commitment Visibility

Capture more spend for your reporting functions in NetSuite.

Receiving Visibility
Track your Receive Logs and match invoices against purchases easier with both Procurify and NetSuite.

Scheduled when you want the integration to sync

Set when Procurify syncs up with NetSuite at a time that makes the most sense for your business. Daily, weekly, or monthly - choice is yours.

Mobile Advantage

Enhance your approval workflows through Procurify's mobile app.

What do I need to set up before I can use NetSuite with Procurify?

There are a few steps you must complete before using NetSuite with Procurify:

Step 1: Installing the NetSuite Procurify Bundle

Step 2: Configuring NetSuite Integration Settings

Step 3: Configuring Outbound Data Flows

Step 4: Configuring Inbound Data Flows

Once you've completed these steps, you'll be able to create orders within Procurify and bring the data into NetSuite. Learn how to use NetSuite further with the following articles:

How to create a Purchase Order and sync to NetSuite

How to execute a one-time sync of Receive Logs to NetSuite

How to execute a one-time sync of a Vendor to Procurify

How to sync an Account Code to Procurify

FAQ: NetSuite