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Configure Advanced Settings: ERP Integrations for NetSuite®

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Objective

To configure the settings for the ERP Integrations tool for NetSuite®. 

Things to Consider

  • Required User Permissions:
    • 'Admin' permissions on the company's ERP Integrations tool. 

Steps

  1. Navigate to the Company level ERP Integrations tool 
  2. Click Configure Settings icons-settings-gear.png.
  3. Your Procore point of contact will work with your company to configure these settings:
  4. Click Update.

General Settings for NetSuite®

If you are integrating Procore with NetSuite®, your Procore point of contact will also configure these general settings:

  • Default Project Template
    If you have created a project template in the Portfolio tool (see Configure a Project Template), you can select that template from this drop-down list. This will apply the template to the Procore project that is created when you import a NetSuite® job (see Add a NetSuite® Job to Procore). 
  • Vendors will be automatically updated
    • Automatically update vendors when refreshing the vendor list
      Choose this option if you want Procore to automatically update the vendor/company record in the Directory tool with information that has been added in NetSuite®.
      OR
    • Do not update vendors
      Choose this option to prevent Procore from automatically updating the vendor/company records in the Directory tool with information that has been added in NetSuite®. 

See Also