Configuring NetSuite Inbound Data Flows

Inbound Data Flows Requirements 

• The following article outlines how to automate inbound data flows for Purchase Orders (PO's) and Receive Logs from Procurify to NetSuite. 
• 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 → Configuration and select Configurations 

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

3.  Click the tab Inbound Data Flows and select Schedule/Execute under the Action column for either Purchase Order or Item Receipt Lines. 

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 inbound data flow for Item Receipt Lines. 

You have successfully setup the NetSuite integration! To view related articles and access the FAQ, click here.