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:
- 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 Octiv 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
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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