Applicable to the following Sastrify plans:


Legacy*EssentialsProPlatinum


* Legacy includes all plans signed prior to November 1, 2023 and labelled as "Starter", "Advanced", "Professional" or "Enterprise".


This article is specifically prepared for the integration Netsuite with Sastrify, taking into account its particular steps involved in setting up the connection.


For the main knowledge base articles on ERP & Accounting integration, please refer to the following links:


To connect Netsuite to your Sastrify account, please follow these steps:


1. Go to Settings > Discovery.


2. Find the Netsuite integration card, and click the "Manage" button to open the setup page.



3. Click the "+ Add New" button located in the lower right corner of the page to create a new integration.


4. Enter the name of the integration (for example "Netsuite 1") and click the check mark to confirm.



5. Click the "Connect" button to continue.



6. Follow the instructions provided to start the connection.

  • Sastrify will provide you with the bundle ID and name.
  • You must have the Administrator role to install bundles and associate your account.
  • Click the link provided.
  • Search for AppLink.
  • Once you have located AppLink, click Install.

Once the bundle is installed, click "I have successfully installed the bundle" and then click "Next".



7. Now you need to enable SuiteCloud features.


To do this:

  • Go to your Netsuite setup page by following the link provided.
  • Go to the SuiteCloud tab within your setup page.
  • Enable these features by ticking the box next to them.
  • For each feature, agree to the terms and conditions presented.
  • Save your changes and return to the page.

When you are finished, click "I have successfully enabled these features" and then click "Continue".



8. Finally, just confirm everything and you are done! Your Sastrify app will start pulling spend data and invoices from Netsuite.



9. You will be redirected back to Sastrify's Discover page where you can see that the Netsuite integration card now has an active connection. If you click on the "Manage" button, you will see that the integration is now displayed as Connected, indicating that the connection is now active.


Permissions set for customers who prefer not to create an Admin role for the integration


While by default setting up a Netsuite integration with Sastrify requires admin permissions in Netsuite, we are able to provide a technical solution for customers who prefer not to set up administrator permissions without compromising the security and viability of the integration by individually setting up the following selected required permissions and levels.


Permission
Tab
Level
SuiteAnalytics Workbook
Reports
Edit
Access Token Management
Setup
Full
Log in using Access Tokens
Setup
Full
REST Web Services
Setup
Full
User Access Tokens
Setup
Full
SuiteApp Marketplace
Setup
Full
Subsidiaries
Lists
Edit
Accounts
Lists
Edit
Classes
Lists
Edit
Company Feature Setup
Lists
View
Contacts
Lists
Edit
Currency
Lists
Edit
Customers
Lists
Edit
Departments
Lists
Edit
Documents and Files
Lists
Edit
Items
Lists
Edit
Locations
Lists
Edit
Perform Search
Lists
Full
Tax Records
Lists
Edit
Vendors
Lists
Edit
Accounting Preferences
Setup
Full
Custom Segments
Setup
Edit
Manage Accounting Periods
Setup
Full
Set Up Company
Setup
Full
Bills
Transactions
Edit
Cash Sale
Transactions
Edit
Cash Sale Refund
Transactions
Edit
Cheque
Transactions
Edit
Credit Card
Transactions
Edit
Credit Card Refund
Transactions
Edit
Credit Memo
Transactions
Edit
Customer Payment
Transactions
Edit
Deposit
Transactions
Edit
Enter Vendor Credits
Transactions
Edit
Find Transaction
Transactions
Edit
Invoice
Transactions
Edit
Make Journal Entry
Transactions
Edit
Pay Bills
Transactions
Edit
Purchase Order
Transactions
Edit


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 the Sastrify Support Team.