Before kicking off the configuration of the integration, confirm you have

  • admin rights on Netstuite

  • created an Organisation on Upflow

Ensure my Netsuite setup is compliant

To ensure its integration to Upflow, you will need to enable certain features.

Start by accessing the Setup page of your Netsuite configuration panel and click on SuiteCloud (on the features menu). Find and enable the following options (by ticking their boxes):



Token-Based Authentication

Manage authentication

Client SuiteScript


Server 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:



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 your Upflow app

This part is about granting Upflow access to the information then 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 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!

Including 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 your through the end of 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 Martketplace button, now named Upgrade.

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