FirstDigital Customer Knowledge-base

NetSuite Integration

Owned by Doug Strain (Unlicensed)
Last updated: Sept 11, 2018

This page covers how to integrate NetSuite CRM with Veracity's Integrator solution. Begin by clicking the ^ upward arrow on the right side of the taskbar then right-click on the green or grey box icon.

Choose Configuration.

Choose (Add new) in the left sidebar then use the dropdown to scroll down and select NetSuite. Now click the Set button followed by the Save button.

There are a few options in this CRM's settings. There is also a tool for testing the integration.

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For any questions, please contact Customer Support at (800) 213-1315 or (801) 379-3000.