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Execute a one-time sync of Account Codes from NetSuite
Updated over a week ago

The following article is part of a series on connecting NetSuite to Procurify. This article does not pertain to our integration that only syncs Bills to NetSuite. For more information, see NetSuite Integration Overview.


Important: 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

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2. Select Edit next to the Account Code to sync to Procurify

3. On the right-hand side select the Sync to Procurify checkbox

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4. Select Save. You've successfully synced your Account Code to Procurify. Repeat this process for each Account Code you would like to sync.

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