On the Enterprise plan, the Streamlined team connects NetSuite with you. You can't connect it yourself from the app. Email help@streamlinedpayments.com to get started.
Check your plan
Go to Settings > Integrations and find the Oracle NetSuite card.
On Enterprise, the card says "Please contact Streamlined support to enable this connector."
On another plan, the card says the NetSuite integration is part of the Enterprise plan, with a Learn more link.
To move to Enterprise, contact your account manager or email help@streamlinedpayments.com. See plans and features.
Ask the Streamlined team to set it up
Email help@streamlinedpayments.com with:
your business name;
your NetSuite account name;
the name and email of the person on your team who manages NetSuite.
The Streamlined team walks you through connecting your NetSuite account and what will come into Streamlined.
Sync NetSuite
The Oracle NetSuite card shows when your data last synced. To pull in the latest from NetSuite right away, click Sync NetSuite. The button shows Sync in progress until it's done.
If a sync doesn't bring in what you expect, email help@streamlinedpayments.com with the NetSuite record number and what you see in Streamlined.
Tip: Using QuickBooks Online instead? It connects from the same page on any plan. See connect QuickBooks Online.
Who can use this feature?
Team members with Settings access
Available on Enterprise