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Set up your first integration
Quickly connect Dext to NetSuite with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dext with NetSuite - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Export Receipts When Ready" from Dext.
Add your action
An action happens after the trigger—such as "Attach Existing File to Record" in NetSuite.
You’re connected!
Zapier seamlessly connects Dext and NetSuite, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Archive Receipts
- Client Filter
Try ItTriggerPolling- Threshold
- Client Filter
Try ItTriggerPolling- PhotoRequired
- Client Filter
ActionWrite- PhotoRequired
- Client Filter
ActionWrite
- Client Filter
Try ItTriggerPolling- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile Number
- Account Name
ActionWrite- Check Number of Processed Receipts
Check if you have newly processed items submitted by your clients. Sample data is an overview of new receipts for a demo company.
ActionWrite - Record TypeRequired
Try ItTriggerPolling
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Frequently Asked Questions about Dext + NetSuite integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dext and NetSuite
How do I connect Dext with NetSuite?
To connect Dext with NetSuite, you'll need to authenticate both accounts in our platform. This involves signing into your Dext account and providing your NetSuite credentials. Once authenticated, you can set up a Zap that triggers based on actions in Dext, such as when a new receipt is uploaded, and carries this data over to NetSuite.
What triggers are available for the Dext and NetSuite integration?
Our integration allows you to use triggers based on actions performed in Dext, such as when a new receipt or invoice is uploaded, approved, or rejected. These triggers can then initiate processes in NetSuite like creating or updating records.
Can I customize the fields transferred from Dext to NetSuite?
Yes, during the setup of your integration between Dext and NetSuite, you can map the fields from Dext to specific fields in NetSuite. This customization ensures that the data transfer aligns precisely with your requirements.
Is there a limit to how many receipts I can upload from Dext to NetSuite using this integration?
There's no inherent limit imposed by our platform on the number of receipts you can transfer; however, it's essential to consider any limitations set by your specific plans with Dext and NetSuite.
What actions can be performed in NetSuite from a trigger in Dext?
With the integration setup, actions such as creating a vendor bill, updating an item record or posting a transaction can be automatically performed in NetSuite whenever corresponding triggers occur in Dext.
How secure is my data when integrating Dext with NetSuite?
We prioritize security by using OAuth for connections between platforms. Your data is encrypted both at rest and during transfer between applications ensuring secure handling at all times.
What should I do if my Zap between Dext and NetSuite doesn't work as expected?
If you encounter issues with your Zap not working correctly, we recommend checking connection permissions for both accounts first. Ensure that all necessary fields are mapped correctly and confirm triggers are properly set up. If problems persist, our support team is always ready to assist.