This article references the NetSuite integration, which will be available to all Procurify customers in Q2 2020.
Execute a one-time Sync of Account Codes from NetSuite
The following article outlines how to execute a one-time sync of Account Codes to Procurify. Account Codes can only sync one-way from NetSuite to Procurify. For more information on the NetSuite Integration, click here.
WARNING! When syncing sub Account Codes, sync the parent Account Code first, or the sub-account will not sync. Procurify only supports a two-tiered chart of accounts. If an Account Code already exists in Procurify, NetSuite will override the existing Account Code. As a best practice, add the Account Code in NetSuite first, then sync to Procurify.
1. Within NetSuite, hover over the Lists tab → Accounting and select Accounts
2. Select Edit next to the Account Code to sync to Procurify
3. On the right-hand side select the Sync to Procurify checkbox
4. Select Save. You've successfully synced your Account Code to Procurify. Repeat this process for each Account Code you would like to sync.
Comments
0 comments
Article is closed for comments.