Integration Guides/ Manuals
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- Integrating HRIS to Enrich Identities & Insights
- Admin Guide: Deploying the Sastrify Chrome Extension
- Admin Guide: Deploying the Sastrify Microsoft Edge Extension
- Manual Installation Guide: Sastrify Chrome Browser Extension
- Manual Installation Guide: Sastrify Edge Browser Extension
- Setting renewal dates & reminders
- Assigning & Modifying Tool Owners
- Uploading & Managing Your SaaS Documents in Sastrify
- Sastrify App Support: Get Help & Give Feedback
- Sastrify's commitment to security and privacy standards
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- Capturing Subscription Details with Contract AI
- Adding a New Subscription Manually
- Slack Integration: Bringing Sastrify into Your Internal Communication
- How to bulk upload your invoices
- Automating Document Uploads via Email Forwarding
- Managing Your Notification Preferences
- Tools and Spend Importer: Bulk Upload & Visualization
- Align vendor names using the Tool Matching feature
- Sunset or delete inactive subscriptions
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- Workflows: Automate procurement processes with consistency
- Requests: Streamline procurement process and internal approval
- Get expert procurement support for new purchases and renewals
- How to submit and track Procurement Requests via Jira Integration
- Scope of service: Custom benchmarking & contract review
- Scope of service: Negotiation & renewal support
- Scope of service: Custom SaaS Optimization Advisory
- Purchase your SaaS through the SastriMarket
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- Connecting Your ERP & Accounting Software
- Spend Import: Validate and fine-tune your imported spend data
- Export spend data from Candis to Sastrify
- Export spend data from Spendesk to Sastrify
- Export spend data from Pleo to Sastrify
- Export spend data from Moss to Sastrify
- Export spend data from DATEV to Sastrify
- Export spend data from Ramp to Sastrify
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- Configure and manage your authentication settings
- Understanding user roles and permissions
- Configuring Microsoft SSO Authentication for Sastrify
- Configuring Okta SSO Authentication for Sastrify
- Configuring JumpCloud SSO Authentication for Sastrify
- Configuring Cisco Duo SSO Authentication for Sastrify
- Configuring OneLogin SSO Authentication for Sastrify
- Configuring Cloudflare SSO Authentication for Sastrify
- Having trouble logging in?
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- Okta Discovery and Usage Analytics Integration Guide
- Accounting & ERP: Connecting NetSuite to Sastrify
- Accounting & ERP: How to connect Quickbooks
- Accounting & ERP: How to connect Microsoft Dynamics 365
- Accounting & ERP: How to connect Workday ERP
- Accounting & ERP: How to integrate Pleo with Sastrify
- HRIS: Connecting Officient to Sastrify
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- ERP & Accounting Integration FAQs
- SSO / IDP Discovery Integration FAQs
- Browser Extension FAQs
- HRIS Integration FAQs
- Usage Analytics FAQs
- Contract AI & Subscription Details FAQs
- Tools and Spend Importer FAQs
- Invoices FAQs
- Achieved Savings FAQs
- Form component guide for Sastrify form builder
- What is SaaS and Sastrify's scope of work?
- Who can invite a new user?
- Who receives the renewal alerts or reminders?
- How does Sastrify work with currencies?
- Is the spend data from accounting export always up-to-date?
- How to work with benchmark prices
- When and how to involve Sastrify in a contract evaluation or negotiation?
- How does Sastrify interact with SaaS vendors?
- How do you handle confidentiality clauses in vendor contracts?
- Why is contract data essential for benchmarking and negotiation support?
Accounting & ERP: Connecting NetSuite to Sastrify Print
Modified on: Tue, 17 Feb, 2026 at 4:10 PM
Integrating NetSuite with Sastrify automates your SaaS spend tracking by streaming financial data directly into your platform. Due to NetSuite’s robust security architecture, this setup requires specific steps within both Sastrify and your NetSuite instance.
Admin Access: You must have Administrator privileges in NetSuite to install bundles and enable SuiteCloud features.
For the general guidance on ERP & Accounting integrations, please refer to the following knowledge base articles:
Step-by-Step Connection Guide
Step 1: Initiate in Sastrify
Navigate to Integrations > Accounting & ERP.
Locate the NetSuite card and click Manage.
Click + Add New, name your integration (e.g., "NetSuite Primary"), and click the checkmark.
Click Connect to begin the guided setup.
Step 2: Install the Sastrify Bundle (AppLink)
Sastrify uses a secure "AppLink" bundle to communicate with your NetSuite data.
Sastrify will provide a Bundle ID and Name.
Click the provided link to navigate to your NetSuite Bundle installation page.
Search for "AppLink" in the repository and click Install.
- Once finished, click "I have successfully installed the bundle",and proceed.
Phase 3: Enable SuiteCloud Features
- Go to the NetSuite setup page using the link provided in your instructions.
- Once on the setup page, click on the SuiteCloud tab.
- Enable the relevant features.
Review and agree to the terms for each feature, then click Save.
- Click "I have successfully enabled these features", and then click Continue to proceed.
- Provide the final confirmation to complete the setup. You will then be redirected back to Sastrify, where the NetSuite integration card will display an active connection status.
Custom Permissions (Non-Admin Setup)
If your security policy prevents granting a full "Administrator" role to the integration, you can create a Custom Role. Assign the following permissions to ensure Sastrify can still retrieve spend and vendor data:
If you have any questions or concerns regarding the setup process or require assistance with NetSuite administrative roles and permissions, please don't hesitate to contact our dedicated Sastrify Support Team.
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