Documentation Index
Fetch the complete documentation index at: https://docs.upflow.io/llms.txt
Use this file to discover all available pages before exploring further.
💡 This short video will guide you through the configuration!
Let’s take 10 minutes to connect your NetSuite instance to Upflow. As soon as your financial objects (invoices, customers, contacts…) are synced with your organization, you will be able to initiate your cash collection!\
Before kicking off the configuration of the integration, please confirm you have:
- admin rights on NetSuite
- your user profile is English US
- created an Organization on Upflow
Ensure my NetSuite setup is compliant
For the integration to Upflow to work smoothly, make sure you enable the following features. Start by accessing the Setup page of your NetSuite configuration panel:
…and click on SuiteCloud (in the features menu):
Find and enable the following options by ticking their boxes.
| Section | Feature |
|---|---|
| SuiteScript | Client SuiteScript |
Server SuiteScript  | |
| SuiteTalk (WebServices) | SOAP Webservices |
REST Webservices  | |
| Manage authentication | Token-Based Authentication  |
| Section | Feature |
|---|---|
| SuiteAnalytics Workbook | SuiteAnalytics Workbook  |
💡 You can use shortcuts to speed up the search for a feature: Windows (ctrl+f) or macOS (cmd+f).
Install Upflow SuiteApp
You are about to grant Upflow access to the information to be 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).
Configure your integration
- Start with assigning the Upflow Basic role role to the teammate of your choice:
- This user must be Admin in NetSuite
- Their language settings must be set to English US on NetSuite. Otherwise, sync issues may occur as a result.
- Access this page and click on New Access Token before picking Upflow SuiteApp. Fill in the following parameter
- Application name: Pick Upflow SuiteApp
- 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.
- 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 and once the page is closed or refreshed, they’ll be lost.
Almost there
Include your subsidiaries
To make the most of the features available to you in Upflow, you should configure Upflow following the 1:1 rule, i.e. 1 Subsidiary = 1 Organization. This means that if you have 3 subsidiaries in NetSuite, you should create 3 Organizations in Upflow. We also recommend creating a consolidated parent organization in Upflow for reporting purposes. Perform the same NetSuite setup for each organization in Upflow, selecting the corresponding subsidiary when presented with the page above. You will manage your workflows and actions across your separated Upflow organizations. Follow the steps outlined above to create multiple organizations. To add a new organization follow the steps outlined here.