Configuring NetSuite Outbound Data Flows

Outbound Data Flow Requirements 

• The following article outlines how to automate outbound data flows for Vendors and Accounts to Procurify on a daily, weekly, or monthly schedule.
• 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 

2. On the Procurify Configurations page, select Settings next to the appropriate domain

3. Click the tab Outbound Data Flows and select Schedule/Execute under the Action column for either he Account or Vendor.

4. Select Edit

5. Update the Status drop-down on the right-hand side from Not Scheduled to Scheduled to automate your sync. If you'd prefer to sync your data manually, set the Status drop-down to Not Scheduled. 

6. Select the checkbox titled Deployed on the left-hand side of the screen

7. At the bottom of the screen, update the Schedule to match your desired timeline. Select either Daily, Weekly, Monthly or Yearly. Enter a Start Date and select Save. If you wish to update the sync manually, select Single Event and Save.  

8. Repeat steps 1-7 to schedule an outbound data flow for Vendors. 

After configuring outbound data flows, continue the setup process by Configuring Inbound Data Flows.