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Documentation Index

Fetch the complete documentation index at: https://docs.upflow.io/llms.txt

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When you set up your NetSuite integration in Upflow, you will be prompted to select the subsidiary that you would like to sync. Upflow will only load the data (customers, invoices, etc.) related to the selected subsidiary. Capture d’écran 2025-02-03 à 15.41.59.png 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 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 here to create multiple organizations. You can use the same token ID and secret for each organization so long as each subsidiary is under the same NetSuite account (and that they were generated for this connection - Never use previously generated tokens).

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Multi-subsidiary customers

If you use NetSuite’s “multi-subsidiary customer feature,” allowing a single customer to be linked to multiple subsidiaries concurrently, your customers and invoices will be reflected in Upflow as follows:
  • A customer is imported in Upflow if it is linked to at least one of the NetSuite subsidiaries selected during the initial integration setup.
  • If a customer is linked to both selected and unselected subsidiaries, Upflow imports only the customer invoices that are linked to the selected subsidiaries. The result is that only a subset of the invoices linked to this customer in NetSuite are imported.
  • The customer balance shown in Upflow reflects the money they owe you on the selected subsidiaries. It does not include money owed to unselected subsidiaries.
Any questions? Please submit a Support request at the top of this article.