Leverage the power of a CRM with the simplicity and efficiency of our proposal-building process by integrating your Octiv account with Netsuite. If needed, contact Global Support for information on this integration.

Follow these steps to connect your Netsuite and Octiv accounts:

  1. Log into your Netsuite account
  2. Click on your name in the upper right-hand corner
  3. Copy your account ID (the long string of letters and numbers)
  4. From your Octiv Account Settings page, select Integrations
  5. Click on Netsuite from the Integrations menu
  6. Enter your Netsuite login credentials
  7. Paste your Netsuite account ID into the Account field
  8. Click Save

Note: Sandbox environments are currently supported for this integration. If you are interested in setting up an Octiv sandbox to connect to a sandbox Netsuite org, please contact Global Support.


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