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:
- In NetSuite, navigate to .
- Search for “Kofax” and select Kofax AP Essentials Integration.
- Click Install and follow the NetSuite messages to accept and activate all parts of the bundle.
After you install the bundle: