Pre-fill from NetSuite Records

Contract preparation. Access to data empowers you with the ability to pre-fill contracts using client data without manually entering it. You don’t need to search for a client profile because all the information you need transfers automatically to your form. Get rid of time-consuming processes and focus on important tasks instead of copying and pasting numbers.

Sales invoice. Invoicing is an essential process for any company in an area where a single mistake can have high costs. By adopting NetSuite integration, you can avoid running the numbers and manage data seamlessly without hassle. No matter how large your company is, you can create an unlimited number of documents without human intervention.

Reporting. To clearly highlight a company’s goals and find out which processes require more attention, employees need to create analytical reports. The problem is that it takes a long time to organize such reports manually, but with the help of integration, you can select the data you need for analysis in a few clicks.

The NetSuite Integration API is an open source that, theoretically, anyone can use. But unfortunately, the ERP system is quite complex, so without a clear understanding of what data you need to push and pull, the NetSuite integration may not be useful. Moreover, you need a team of programmers who can maintain this data binding and change it whenever required. An inflexible process will cost you a fortune and may require routine modifications.

There’s another way to effortlessly establish data transferring between systems using a solution that’s already integrated with NetSuite, for example, airSlate.

airSlate is an all-in-one solution that helps you integrate any process with the most popular CRMs, ERPs, databases, and so on. It’s easy-to-use and suits businesses for the following reasons:

No code. If you want to set up the NetSuite export process using airSlate, just connect your account, and that’s all. You don’t need to write code or hire programmers. airSlate no-code Integration Bots do everything else for you.

Flexibility. You can delete, set up, and install Bots whenever you need. Customize each Bot according to your requirements without having to contact support. Update your workflow in a few clicks any time you need to update it.

Free plan. The best part about using airSlate is that you can choose the free plan and practice as long as you like — no rush before buying. Test it out with various processes to better understand if it suits you and your business.

How does the airSlate Academy help teams better understand the NetSuite integration?

airSlate understands how important the NetSuite integration is to your organization. That’s why we created the Pre-fill from NetSuite Records Bot course by the airSlate Academy. Combining theoretical and practical knowledge, the course clarifies all the ins and outs of using the NetSuite integration Bot and helps users like you install, configure, and deploy it hassle-free.

• Minimize data entry errors
• Eliminate inaccuracy in reports
• Enhance efficiency
• Build a cost-effective process
• Reduce the human factor

Sign up for the course for free and take it at your own pace. No hidden fees or time-consuming registration. Just jump in and start learning.