💡 This short video will guide you through the configuration!
Let’s take 10 minutes to connect your Netsuite instance to Upflow. As soon as your financial objects (invoices, customers, contacts...) are synced with your organization, you will be able to initiate your cash collection!
Before kicking off the configuration of the integration, please confirm you have
admin rights on Netstuite
created an Organisation on Upflow
Ensure my Netsuite setup is compliant
For the integration to Upflow to work smoothly, make sure you enable the following features.
Start by accessing the Setup page of your Netsuite configuration panel and click on SuiteCloud (in the features menu).
Find and enable the following options by ticking their boxes.
Feature | Section |
Token-Based Authentication | Manage authentication |
Client SuiteScript | SuiteScript |
Server SuiteScript | SuiteScript |
Soap Webservices | Suitetalk (WebServices) |
Rest Webservices | Suitetalk (WebServices) |
Click on Save at the bottom of the page.
Follow the same process to access the Analytics page and enable:
Feature | Section |
SuiteAnalytics Workbook | SuiteAnalytics Workbook |
Once again, don’t forget to click on Save!
💡 You can use shortcuts to speed up the search for a feature: windows (ctrl+f) or iOs (cmd+f).
Install Upflow bundle
You are about to grant Upflow access to the information to be displayed across your organization and used for your cash collection (trigger your workflows, reach out to the right parties, etc).
| Search “Upflow” in your Netsuite Suiteapp marketplace (or access this link).
Click Install to launch the process, and follow the guidelines until its completion (confirmed by a green checkbox displayed on the right hand of your screen). |
Once it is finalized,
1. Start with assigning the Upflow Basic role role to the teammate of your choice
2. Access this page and click on New Access Token before picking Upflow integration. Fill in the following parameter
 | Application name: Pick Upflow Integration v1.6.0 User: Select the user you just assigned Upflow Basic Role.
Role: Upflow Basic Role (this option will not be available before you pick the user)
Token name: Write one that suits you. |
3. Click on Save to finalize the process and display your API key-related information (Access token ID and Access token secret). Write them down: you will be asked to provide them during your Upflow onboarding.
Almost there
 | Go back to your Upflow organization and select Netsuite as the tool you want to integrate it with.
When requested, share your Netsuite account ID, before filling in the Access Token ID and Access Token Secret you generated earlier.
The PDF Script ID is a legacy from a former version of our integration and is now automatically taken care of by our app. You thus do not need to populate it anymore.
Time to move to setting the objects you want your team to access on Upflow! |
Include your subsidiaries
| Do you want to access objects (customers and invoices) from all of your subsidiaries in the same organization, or would you rather split them between several accounts? That is your call! You will be offered the possibility to pick those you want to import into Upflow. |
💡 Shall you go with the second option, you will need to repeat the process for each organization you create.
If you want to add or remove subsidiaries, reach out to [email protected]!
Click on Continue, and let us guide you through the end of the process.
Et voilà ! The sync is now launched and can take up to several hours. In the meantime, you can invite your teammates to join your organization or configure your first workflow!
Upgrading your app
Follow the same steps as during your initial installation. The only difference lies in the Marketplace button, now named Upgrade.