You've configured NetSuite Integration Settings! Continue the setup process by Configuring Outbound Data Flows."We're thrilled to be a part of PairSoft," says Rob Rennie, Webiplex's CEO Select the appropriate fields and select Save.įor some tips configuring Miscellaneous Costs, refer to this article. Select the Miscellaneous Costs tab to configure how Discount, Freight, Tax and Other fields from the Procurify PO will apply to NetSuite. If this tab does not appear, ensure to enable Advanced Receiving in NetSuite.Ĩ. From the Account Item tab, choose a tax schedule.
The transaction prefix is used when connecting multiple domains in order to distinguish the domain from which the transaction was synced.ħ. The date entered in IMPORT FROM indicates the beginning date for Purchase Order Syncs. In the Procurify Connections Settings page, input the IMPORT FROM and TRANSACTION PREFIX. All vendors and accounts in selected subsidiaries will synced.Ħ. On the following configuration page, Subsidiaries, select your subsidiary/subsidiaries and select Save. If you still experience the same error message, you may need to Create a Netsuite API Credential again.ĥ. 
Note: If you receive an error message: "Connection Failed - Unable to communicate with Procurify." Please check your credentials and try again.
Enter the Client ID into the Procurify Username, and Client Secret into the Procurify Password. Depending on your Procurify Bundle version, you may see Procurify Username and Procurify Password instead of Client ID and Client Secret. Enter the Procurify domain and the API Credentials created in Procurify. Check the Vendor Sync Default Value Checkbox to ensure new vendor records created in NetSuite will sync to Procurify.Ĥ. In NetSuite, navigate to Procurify → Configurations → ConfigurationĢ. How to enable Advanced Receiving in NetSuite.ġ. Advanced Receiving must be enabled in your NetSuite account before you can proceed with setup. If you are using NetSuite OneWorld, only one connection per Procurify domain is permitted. The NetSuite integration allows for multiple Procurify domains to be configured. Requirements for Configuring the NetSuite Integration The following article is step 4 of connecting NetSuite to Procurify for the Purchase Order/Item Receipt Integration.
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