Welcome to the Upkeep Help Center!

With the NetSuite integration, you can…

  • Easily integrate your purchase order processes between NetSuite and UpKeep. With this two-way sync, every time you create a purchase order in NetSuite it will automatically generate in UpKeep, and vice versa.
  • Harness the power of both your CMMS and ERP software to streamline sending purchase requests, reviewing purchases, and ordering parts.

Integration Summary

UpKeep integrates with NetSuite, an ERP Software, to focus on streamlining inventory and purchase orders for large enterprises. 

How it Works

  • Step 1: Connect with your dedicated Customer Success Manager to understand your existing purchase order flow and align on how UpKeep and NetSuite will operate in tandem.
  • Step 2: Create the integration flow from NetSuite to fire off purchase orders in UpKeep when they are created or updated in NetSuite.
  • Step 3: Set up triggers to create and update purchase orders in NetSuite when they are altered in UpKeep.
  • Step 4: Test the integration with your CSM.
  • Step 5: You’re good to go! UpKeep and NetSuite are now in constant communication, so purchase orders in both systems will be updated automatically.

Integration Requirements

Effort Required: Medium

For more information about this integration please contact us at [email protected]