Post-Onboarding Checklist (NetSuite)

you are almost ready to use the plugin there are a few additional steps that are required in order to use the product to its full potential review all items in this guide to ensure you are not missing anything note for sandbox users, feel free to skip the steps that may not apply to your use case we strongly recommend following the sandbox checklist (netsuite) docid\ dm l7qsltzb7jz6s7tpkx grant permissions to ensure users can view and utilize the plugin, a netsuite administrator must grant them permission you can follow step 12 plugin access management docid\ hsxqdw6qaxo0x7tk5mzjd and step 13 netsuite role permission setup docid\ hqbx8gb1lvigkbgimhnbs to enable permissions set up vendor payment information data if you do not already store your vendors' bank account data within netsuite, you will have to add it to make payments payment methods new (netsuite) docid\ nf2dvc7dyvzyteyy2eaic will walk you through how to successfully mass import data into netsuite via the plugin in sandbox, we recommend testing the import functionality with a few bank accounts to make test payments before trying this in production enable bank feeds note for sandbox users, please skip this step the plugin adds support for bank feeds through a custom connectivity method, which allows transactions from your bank accounts to flow automatically into netsuite's match bank data module please follow instructions on enabling bank feeds (netsuite) docid\ cmsnz6 mitmxvzpx8uvrd for instructions on how to set up your bank feeds