Netsuite: Integration overview
Leverage the power of a CRM with the simplicity and efficiency of our proposal-building process by integrating your Conga Collaborate account with Netsuite. If needed, Contact Support for information on this integration.
Follow these steps to connect your Netsuite and Conga Collaborate accounts:
- Log into your Netsuite account
- Click on your name in the upper right-hand corner
- Copy your account ID (the long string of letters and numbers)
- From your Conga Collaborate Account Settings page, select Integrations
- Click on Netsuite from the Integrations menu
- Enter your Netsuite login credentials
- Paste your Netsuite account ID into the Account field
- Click Save
Sandbox environments are currently supported for this integration. If you are interested in setting up a Conga Collaborate sandbox to connect to a sandbox Netsuite org, please contact Global Support.
