Integrating Upflow with NetSuite: Why, How, and Examples
Côme Chevallier
Feb 28, 2025
Reached the limits of NetSuite Dunning and overdue invoices piling up? It’s time to take a more proactive approach to cash collection. Upflow integrates seamlessly with NetSuite, giving you the tools to get paid faster and stay on top of your Accounts Receivable.
Interested in understanding the foundational basis for how Upflow integrates with NetSuite? If so, you’ve come to the right place!
As a Financial Relationship Management (FRM) platform, Upflow enhances NetSuite’s capabilities by helping you create smarter AR processes, foster better communication with customers, and ultimately get paid faster—without adding more manual work.
What are the integration capabilities of Upflow with NetSuite?
Upflow is a certified NetSuite SuiteCloud Developer Network (SDN) Partner.
Unlike third-party connectors or middleware solutions, Upflow’s integration is embedded directly in NetSuite as a SuiteApp, available in the SuiteApp Marketplace.
This official partnership ensures a seamless, secure, and fully supported integration that meets NetSuite’s highest technical standards.
Data integrity at every sync – Kick off with an initial full sync that ingests your complete AR history, establishing a solid foundation. Then, leverage our incremental, real-time syncs that update only new or modified records, ensuring data integrity and eliminating discrepancies for precise financial reporting.
Two-way integration - Upflow syncs back data to NetSuite (payments, payouts, journal entries, payment methods, classifications). This means Upflow isn't just pulling data from NetSuite—it’s actively enriching your ERP with additional data.
Optimized for performance – We balance real-time and incremental syncs to ensure accuracy without overloading your NetSuite instance, being aware of and sensitive to your concurrency limits and how they are utilized over Upflow and your other systems.
Highly configurable and customizable - Select specific mappings, GL accounts, payment methods, and classifications to align with your accounting structure. You can also set up exclusion rules based on customer categories, ensuring that only relevant data is imported.
Highly secure - In addition to our stringent SOC 2 Type 2 certification, our certification review process includes a yearly security and compliance audit from NetSuite, ensuring that we are up to the latest updates and security standards.
When it comes to your financial data, security isn’t optional—it’s essential. Relying on certified partners ensures your integrations meet industry standards for encryption, compliance, and reliability. Unvetted solutions can expose sensitive AR data to breaches, errors, and costly disruptions.
Upflow offers real-time synchronization, built for scale
Upflow’s real-time sync ensures that your AR processes stay up-to-date, and you will never find yourself taking toxic actions (like chasing people who have already paid).
Manual SFTP data transfers: An outdated, high-risk approach to AR syncing. This method relies on manually uploading CSV files to update your AR system, but one misaligned column can corrupt data, overwrite critical records, and trigger incorrect payment reminders.
Daily data sync: Better, but still behind. This method updates AR records once every 24 hours, reducing manual effort compared to SFTP transfers but still leaving gaps. Payments made during the day won’t reflect until the next sync, meaning teams may still chase settled invoices or work with outdated data. Plus, if a sync fails, you’re left waiting another full cycle—creating blind spots in cash flow visibility and slowing down collections.
Custom API integrations: Built once, but rarely built to last. These types of integrations require significant upfront development, but once deployed, they’re rarely updated to handle system changes or scale with business needs. Without dedicated support, data inconsistencies, failed syncs, and technical debt pile up—leaving finance teams stuck with unreliable AR data and costly fixes down the line.
Our deep understanding of NetSuite API concurrency limits and instance load management allows us to optimize sync performance without exceeding NetSuite’s thresholds—something other providers struggle with.
In cases where there are specific concurrency requirements, we have direct and privileged access to the NetSuite support team, and can investigate issues quickly. This direct access is invaluable for our merchants who are running on specific custom configurations or have specific data requirements.
This level of integration discipline is a major reason why leading finance teams choose Upflow over other solutions that rely on fragile third-party workarounds.
With Upflow, you’re not just getting a connection to your NetSuite instance—you’re getting a deep integration that scales with your business.
Examples: Case studies & testimonials
Technical details matter, but the real question is—what do our users think?
We handle the complexity behind the scenes, so finance teams can focus on what really counts: a seamless experience and best-in-class cash collection results.
Here’s what they have to say:
PlayPlay: Unlocking AR visibility & collaboration across teams
Challenge: Needed a scalable, user-friendly AR solution that integrated directly with NetSuite without requiring additional NetSuite user licenses.
Solution: Integrated Upflow’s native NetSuite connection, enabling seamless real-time data sync and allowing unlimited team members to access AR insights.
Result: Eliminated manual data entry, improved visibility into invoices and payments, and ensured collaboration across finance, sales, and customer success teams.
Thanks to Upflow’s seamless NetSuite integration, PlayPlay has streamlined its AR processes while keeping the entire organization aligned on cash collection efforts. Click here to read the full case study.
Walnut: Simplifying AR analysis, and reducing DSO by 50%, with Upflow & NetSuite
Challenge: Needed a more user-friendly way to analyze aging balances and collections data without navigating NetSuite’s complex interface.
Solution: Upflow’s real-time NetSuite integration pulled in financial data instantly, providing accurate AR insights with an intuitive user experience.
Result: Gained a faster, more efficient way to analyze outstanding invoices and customer payments. 50% reduction in DSO, meaning Walnut halved the time it takes them to get paid in just 9 months.
Upflow’s integration ensured that all data remained accurate and up-to-date, while giving finance teams a more agile way to manage AR reporting. Click here to read the full case study.
Discover more real-life stories around how our NetSuite integration has worked in practice - check out our additional case studies with Lattice, Botify and Feefo.
How to integrate Upflow with NetSuite
Integrating Upflow with NetSuite is a straightforward process. In fact, finance teams usually don’t believe us when we tell them it’s only going to take them a couple of minutes.
Here’s your chance to give it a try with a step-by-step guide to setting up the integration:
Connect to NetSuite: Create an account in Upflow, and navigate to the integration settings and select NetSuite as your ERP.
Enter your NetSuite Account ID: This can be found in the NetSuite URL.
Install the Upflow SuiteApp:
Go to the NetSuite SuiteApp Marketplace.
Search for "Upflow" and click "Install."
Assign user permissions:
Navigate to "Manage Users" in NetSuite.
Assign the "Upflow Basic Role" to the necessary users.
Generate API access tokens:
Go to "Access Tokens" in NetSuite.
Select "Upflow Integration" and generate a new token.
Copy the Token ID and Secret into Upflow.
Select subsidiaries to sync: Choose which NetSuite subsidiaries should sync with Upflow.
Start data synchronization: Once configured, Upflow will begin syncing invoices and payment data in real-time.
And you’re done! Sit back and relax - you’ll get a notification once the initial sync is complete. You will then be able to get insight into your key cash collection metrics without requiring any additional configuration.
How Upflow ensures a seamless integration process
Upflow is committed to making the integration process as smooth and efficient as possible for our merchants. Here’s how:
Comprehensive documentation: Upflow provides clear, step-by-step guides designed to be easy to follow, ensuring you get up to speed quickly and avoid any confusion during the integration process.
Quick setup: Integration with NetSuite is streamlined and can be completed in minutes. This speed is achieved by leveraging pre-built connectors and automated configuration scripts that eliminate manual work and minimize setup time.
Real-time data syncing: Once integrated, Upflow ensures that financial data is synchronized in real-time across both platforms.
Dedicated support: Upflow’s integration team is on hand to provide expert guidance every step of the way. From onboarding assistance to troubleshooting support, you can rely on a dedicated customer success manager to address any concerns.
Ensuring minimal disruption during integration
At Upflow, we also make it our priority to maintain business continuity during the integration process, by:
Using non-intrusive API connections: Upflow’s API connections are designed to be non-intrusive and read-only, meaning they don’t interfere with ongoing NetSuite operations. The integration is designed to work in the background without affecting existing processes.
Performing sandbox testing: Upon request, Upflow can offer businesses the opportunity to test the integration in a safe sandbox environment before full deployment. This allows teams to validate configurations, troubleshoot potential issues, and ensure that everything works as expected.
Ready to go further?
Upflow’s real-time, high-quality NetSuite integration sets us apart, ensuring finance teams always work with the most accurate, up-to-date data.
With automated workflows, enhanced visibility, and seamless synchronization, businesses can optimize cash flow, eliminate manual AR tasks, and improve efficiency. This best-in-class integration helps teams streamline collections, reduce DSO, and maintain complete financial accuracy—without the common pitfalls of outdated or unreliable sync methods.
Ready to experience the benefits for yourself? Sign up for our free Discover plan today!
With just three simple clicks, you can integrate your NetSuite instance, gain instant visibility into key AR metrics, and access valuable benchmarking insights tailored to your industry and business model.
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