Internal Notes:
- Edited Mar 21 to add applicability to Netsuite Bill Sync
SEO: add keywords and phrases to enhance searchability
[End of Internal Notes]
The following article pertains to both NetSuite PO & Item Receipt and Bill Sync Integrations.
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
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.
Additional Information:
- Account Codes can only sync one way from NetSuite to Procurify.
- Updates to Account Codes in NetSuite will automatically sync to Procurify.
- NetSuite Purchase Order & Item Receipt Sync Overview
- NetSuite Bill Sync Integration Overview