Tutorial
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NetSuite Integration
Multiple Integration Instances
8 min
supporting multi integration instances is crucial for tech companies with multiple projects or subsidiaries for example, a software firm can manage finances for different product lines or international offices in one place, saving time and ensuring accurate reports this makes it easier to track performance, allocate resources, and scale the business efficiently support systems quickbooks netsuite the following use cases will use quickbooks as an example set up multi integration instances administrators can create new integrations, which involves naming the integration, assigning an instance id, and configuring settings once configured, the integration appears in the list with an active status administrators can edit, activate/deactivate, or delete integrations, ensuring seamless financial management across multiple entities full screen png docid\ f4eebf0c308f64ffce2eb053655a26b5f726714c enable payment rules before create multiple instances, you should enable payment rules docid\ blcddlsckrips62xlv0kj first otherwise, only one instance can be activated and the other instance activation will be blocked create integration instances 1\ navigate to integrations (e g , quickbooks integration), click "+new integration" button 1\ click new integration png 2\ it can name the integration instance and it will be referenced by other integration related features (e g , payment rule) 2\ name the integration png 3\ configure the settings for the integration 3\ configure settings png 4\ the integration is activated successfully 4\ activate the integration png activate/deactivate integration instances 1\ if the integration was not configured successfully, the integration instance will be saved as draft status 7\ draft status png 2\ if the configuration is set up properly, you can activate or deactivate the instance whenever you wish 5\ deactivate the integration png import transaction hub mappings during onboarding, the system can import existing customer and product mappings into the transaction hub 6\ mapping png
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