To start using this integration, you need to connect Netsuite and Optiply.
To do this, you need only follow a few simple steps.
Here is how:
Log in to Optiply, select Settings, Integrations and next select "Add a source"
This will trigger a pop-up that will show you all the available integrations.
You can search for your preferred integration from the search bar.
Click on the NetSuite logo and select "Next"
A new pop-up will appear.
Here, all you have to do is fill in your credentials
After all the information is filed in click "Connect" and that is it!
Your connection is now established, and the synchronisation process will beggin.
If you have any questions, please reach out to us at support@optiply.nl or by chat message. We are more than happy to answer all your questions!