What is this?

Your financial provider is providing you an easy to use solution to share your Accounting information with them. This means no more manual process! This is a safe and secure option for sharing the data needed. If you’re leveraging Oracle Netsuite, these are the instructions to follow.

How Safe is my Data?

Your information is encrypted end to end and your credentials will never be shared

Steps to Connect Oracle Netsuite Central to Your Financial Provider

Step 1 : Retrieve Account ID

Step 2 : Enable Token-Base Authentication

Step 3 : Set up a new role to assign permissions

Step 4 : Manage Integrations.

Step 5 : Manage Access Tokens.

Step 6 : Enable Gift Certificates.

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