In a few minutes, you will be able to dig into your ARs and start your collection, but we need to get you set up before that. It takes approximately 10 minutes.

This option isn't available on our Start and Rise plans.

First, to set up the integration, you have to:

  • be an admin of your Netsuite platform

  • have created an Upflow platform. If you haven't one, you can create it from here

1. Ensure your platform is properly configured

We need to check that these features are activated within your Netsuite account to connect Upflow.

Token-Based Authentification

Go to this page (https://system.netsuite.com/app/setup/features.nl?whence=)

Click on SuiteCloud

Search for Token-Based Authentication (We recommend searching on the page with the ctrl + F option)

Check it, agree to the SuiteCloud Terms of Service

Click Save at the bottom

Setup Oracle Netsuite token

SuiteAnalytics Workbook

Go to this page (https://system.netsuite.com/app/setup/features.nl?whence=)

Click on Analytics

Search for SuiteAnalytics Workbook

Check it, agree to the terms of service

Click Save at the bottom

SuiteAnalytics Workbook

2. Install Upflow bundle

Go to this page (https://system.netsuite.com/app/bundler/installbundle.nl)

Search for Upflow

Click on Upflow Bundle (370051)

Click on Install

Upflow bundle

Click again on Install.

Once the installation is completed (this can take a few minutes). You'll know it's completed because there will be a green check on the right part of the screen.

Head over to this page (https://system.netsuite.com/app/setup/accesstoken.nl)

Click on create New Access Token, select Upflow integration. You will need to select the user for User, and Upflow User for the Role.

The language of the user will need to be in English.

Access token

3. Importing Netsuite Invoice PDF in Upflow

Head over to https://system.netsuite.com/app/common/scripting/scriptrecordlist.nl

Search for customdeploy_upf_transaction_pdf

Click on View

Script Deployments

Look for the URL and write down the script ID. In the example below, the scriptId is 673.

url script ID

How to set up a subsidiary?

  • If you want all subsidiaries to be on the same platform select which subsidiary you would like to connect with Upflow.

how to set up a subsidiary in Upflow?
  • If you would like to have one platform per subsidiary, you will need to select the corresponding subsidiary for the first platform. Once done, you will have to create additional an additional Upflow platforms per subsidiary.

Please contact [email protected] to get the assistance you need.

Note: You can use the same Netsuite credentials for all different platforms.

Congrats! You're all set; you can now launch the synchronization of your platform.

It can take up to a few hours to sync all your data.

Check this getting started guide while we're syncing your data.

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