This article describes how to sync vendor information from NetSuite to Semantik using the vendor upload action within Semantik Workflow. Please note, it is a best practice to assign a vendor ID to each invoice that needs to be paid.
Prerequisites
A Semantik Workflow or Workato account
Access to a NetSuite Account
Connection and permissions should be set up between Semantik Workflow/Workato. For more information on connecting Semantik Workflow/Workato to NetSuite, see this article.
Step 1: Create a saved search for the NetSuite vendors
Log in to NetSuite
Go to Saved Searches
Select Vendor as the object to build the search on
Click on the Results tab, add Internal ID, Name, and Address (at a minimum).
Confirm that the correct role that you are using to communicate with Semantik Workflow/Workato. NOTE: The results check box must be checked for the role that you are using.
Step 2: Review and Configure the sync recipe
Next, the recipe that will run on a scheduled time each day to sync vendor information from the NetSuite saved search to the Semantik account.
Go to the Semantik Vendor Sync Recipe and copy it to your account (if you don’t already have it).
Confirm that the Saved search (configured in Step One) is the same one used in Step 6 (see screenshot below).
Check to make sure all other accounts are connected (such as Semantik for invoice) and that there are no errors in the recipe.
Click on Start Recipe. (It will sync the vendors from NetSuite to Semantik.)
Confirm that the total vendors in Semantik matches the total vendors in the Saved Search. (Go to the Semantik Settings click on Vendors and see the result.)