Configuring NetSuite

The NetSuite integration includes a bundle that contains features that make the integration more efficient and secure. The bundle is required if you want to use token-based authentication, but is otherwise optional. The bundle contains:

  • Kofax AP Essentials custom role - describes the access rights needed by the integration. You can limit the access needed by applying this role to the integration login.
  • Item and Vendor saved searches - makes master-data synchronization faster. You must also specify the search IDs in the target system settings.

Installing the bundle

To install the Kofax AP Essentials bundle for NetSuite:

  1. In NetSuite, navigate to Customization > SuiteBundler > Search and Install Bundles.
  2. Search for “ReadSoftKofax” and select Kofax AP Essentials Integration.
  3. Click Install and follow the NetSuite messages to accept and activate all parts of the bundle.