- NetSuite user
- Procurify user
The following article outlines the first step in connecting NetSuite to Procurify. Before connecting Netsuite and Procurify, you will need to create a Procurify/NetSuite user who will establish the connection between the two programs. Once NetSuite is fully set up, and all 5 Steps have been completed, it is possible to remove/deactivate the newly created user (it will not be needed anymore).
- In Procurify, go to Settings → Manage User
- Select INVITE USER. DO NOT send an invite email, but instead, manually assign a password.
You have successfully added a temporary NetSuite setup user account! Continue the setup process by Setting up the NetSuite Procurify Bundle. For more information on the NetSuite Integration, click here.