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Configuring NetSuite Integration Settings

 

 

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

Requirements for Configuring the NetSuite Integration 

  • The NetSuite Integration allows for one or more Procurify domains to be configured. If you are using the pricing plan NetSuite Oneworld, only one connection per Procurify domain is permitted. 
  • After setting up the Procurify Bundle in Step 1, a new tab entitled Procurify will appear within the top-most NetSuite menu. If you do not see the tab, click here. 
  • For more information on the NetSuite Integration, click here.

 

1. In NetSuite, hover over the Procurify tab → Configurations and select Configuration 

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2. Select Create New Configuration 

 

3. Select the NetSuite Subsidiary. Type the Procurify Domain, Procurify Username, and Password in the respective fields. Select Save and Continue. 

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4. Input a transaction prefix. The transaction prefix is important if you are connecting multiple domains, to identify which domains the transaction has been synced from. 

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5. From the Account Item tab, choose a tax schedule. This tab will only appear if Advanced Taxes is enabled in NetSuite. 

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6. Select the Miscellaneous Costs tab to configure the field mapping from Procurify to NetSuite. Select the appropriate fields and select Save.Image_7.2.png

 

You've configured NetSuite Integration Settings!  Continue the setup process by Configuring Outbound Data Flows.