Netsuite ERP Integration

Overview

Spendflo’s comprehensive spend summary and data allows organizations to compare actual expenses incurred against the planned or contracted expenses, providing insight into any deviations that may be present. This information can be used to renegotiate contracts or downgrade existing ones to save costs. To make this process seamless, Spendflo integrates with a number of finance tools.

With this, we help companies uncover Shadow IT by scanning expense data to identify spend on unsanctioned apps before they proliferate. This feature allows businesses to consolidate opportunities where multiple teams are paying for the same app, saving costs and increasing efficiency.

Lastly, Spendflo helps identify paid applications that are under-utilized or no longer in use, allowing companies to stop paying for subscriptions that they don't need. By doing so, they can save costs and optimize their SaaS inventory.

Spendflo integrates with Netsuite and analyzes your organization's SaaS expenses. Spendflo will automatically match transactions to the correct application, summarize expenses and provide insights. This guide follows step by step process on how you can install the integration and gain its maximum benefits.

Prerequisites

To begin the installation, you must be a Netsuite Administrator.

This documentation contains the detailed steps to know how to directly integrate with the Netsuite ERP to support vendor management within the Spendflo platform.

Direct Integration with Netsuite ERP

Step 1. Go to settings, click on integrations, and navigate to the “Available apps” tab.

Step 2. Scroll to find the Netsuite application to start the integration steps. Click on “Connect”.

Step 3. Spendflo now uses Truto to connect your Netsuite account securely. Click on “Continue”.

Step 4. Ensure to review the following data permissions, and scroll down the pop-up to find the details to enter.

Additionally, to get assisted on where this information can be found, click on the URL “Where can I find this information?” or simply access it from here. Click on “Connect” to complete the steps.

Netsuite will now be successfully integrated into the Spendflo platform.

Accounts Import Post Integration

Step 1. Once the integration steps are completed, click on “Connected” apps. Find Netsuite integrated on the platform, and proceed to click on “Configure”.

Step 2. On the redirected link, users can get the account data from your Netsuite application, click on the “Import Accounts” CTA under the Import Accounts tab.

Step 3. A pop-up pane will appear as the right pane, where users can click on the required accounts to import.

Step 4. Once done, click on “Import” to complete the step.

The accounts will seamlessly be imported successfully into the Spendflo platform from your Netsuite account.

Vendors Import Post Integration

Step 1. From the Netsuite integrations page, click on the “Import Vendors” tab. On this page, users can get the vendor data from your Netsuite application.

Click on the “Import Vendors” CTA under the Import Vendors tab.

Step 2. A pop-up pane will appear as the right pane, where users can click on the required vendors to import. Once done, click on “Import” to complete the step.

The vendors will seamlessly be imported successfully into the Spendflo platform from your Netsuite account.