Netsuite intergration

DbowersDbowers Posts: 1Expensify Customer

Hi,

Is it possible to request a demo of your service to integrate with NetSuite? Who can I connect with directly to receive more information on this process?

Answers

  • Nicole TrepanierNicole Trepanier Posts: 586Expensify Success Coach - Admin Expensify Success Coach

    Hi @Dbowers! While our sales team offers demos for new users, we don't have any demos specific to a new NetSuite Connection. Luckily the NetSuite connection is pretty easy to setup so we have some great self-serve articles that will walk you through connecting your policy.

    I do recommend creating a test policy if you are actively using another policy so the connection doesn't interfere with your current workflow until you are ready to go live.

    Check out our NetSuite Setup Guide and let me know if you have any questions.

  • tylerzolltylerzoll Posts: 434Approved! Accountant Expensify Champion

    @Dbowers, If you have a sandbox account, you can also connect your Expensify Account to your sandbox and demo it that way.

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