How To Sync Your NetSuite

*** Set up NetSuite documentation before starting.

 

Step 1: 

Go to the menu on the left and find Integrations, then select Oracle NetSuite from the dropdown.

Step 2: 

Fill out the information requested about your Account & Company. Once finished, decide whether you want your data to sync automatically moving forward, and select 'Save Settings.'

Step 3: 

Now you're ready to click 'Sync Now' then confirm each value is able to sync 'Successfully.' If any data fails to connect, please check on Netsuite before trying again.