NetSuite Integration

Overview

Integrate NetSuite with your platform to sync key data, including:

• Data list
  
  • Service name
  • Transaction

• Third-party app list
  
  • None

NOTE: this is the read-only integration

Prerequisites

• Please make sure you have an Admin role plan on your NetSuit account. Otherwise, we won't be able to fetch the data
  
  

Connection Steps

1. Navigate to the Integrations page
2. Click 'Connect' at NetSuite widget
3. After that you will see the following pop-up

Account ID, Client Key & Secret

Account ID:

Client Key & Secret

Connect and Test

• After configuring the settings and scopes, Spendbase starts pulling the data 
  • the status of the widget changes to Getting data, if not, please reload the page
  • it may take some time (from a couple of seconds up to 1 minute)
• As soon as the sync is done, the user will be notified:
  • in In-app notification with a successful status 
  • status at widget changes to Active

Disconnect:

1. User can disconnect the NetSuite at any time
2. Click on status on the widget (Active, Actions required)
3. Click Disconnect