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How to import the beneficiaries and bills after the connection is established between NetSuite and Finofo?
How to import the beneficiaries and bills after the connection is established between NetSuite and Finofo?

Easily import and manage NetSuite beneficiaries and bills in Finofo after integration. Streamline your workflow with this simple guide!

Karthi Sundaram avatar
Written by Karthi Sundaram
Updated over a year ago

How to import bills and beneficiaries?

In this article, let's see how we can import the bills and beneficiaries from NetSuite to Finofo's platform.

First, please ensure you have established a connection or integration between both platforms. If you need help, please refer to the step-by-step guide that will help you create this connection first.
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Once you have connected, On Finofo - go to the imports section on the left bar of your dashboard.
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You will see this page below:
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You will be able to select and import the beneficiaries and bills. Review and bulk select beneficiaries. Now you will be able to review and bulk select the bills you want to import to Finofo from NetSuite (the ones you want only). On the next stage you will be able to review your entries and initiate the imports.
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Finofo Bulk Payments

So the beneficiaries and bills are now added to Finofo's platform. Now that's done - how do I pay them in bulk?

πŸ“– Important : Here's a useful article to educate you on how to pay the bills in bulk.


πŸ’‘ Tip


Need more help? Don’t hesitate to contact our support team at [email protected].


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