Elevate financial management with integrated NetSuite, empowering informed decision-making through Credit-IQ's analytics.

How to Integrate Netsuite

Set up

Navigate to the ERP/Integrations tab, select NetSuite from the menu, and click the icon. The Connection Wizard will appear.


Navigate through the wizard steps and select NetSuite from the dropdown menu. You will be shown which data Credit-IQ will have access to via NetSuite. A new window will open, log into your NetSuite account and authorise the connection by clicking “approve”.


Once all your invoice data is synced, you can begin tracking accounts receivable and configuring workflows for your customers.