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Conga Support

Netsuite: Integration overview

Leverage the power of a CRM with the simplicity and efficiency of our proposal-building process by integrating your Conga Collaborate account with Netsuite. If needed, Contact Support for information on this integration.

Follow these steps to connect your Netsuite and Conga Collaborate accounts:

  1. Log into your Netsuite account
  2. Click on your name in the upper right-hand corner
  3. Copy your account ID (the long string of letters and numbers)
  4. From your Conga Collaborate Account Settings page, select Integrations
  5. Click on Netsuite from the Integrations menu
  6. Enter your Netsuite login credentials
  7. Paste your Netsuite account ID into the Account field
  8. Click Save

Sandbox environments are currently supported for this integration. If you are interested in setting up a Conga Collaborate sandbox to connect to a sandbox Netsuite org, please contact Global Support.

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