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Add a NetSuite Organisation

Add an organisation from an existing Oracle NetSuite Tenant

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over a week ago

TIP: πŸ’‘This article assumes you have an Existing Enterprise Subscription connected to your Oracle Netsuite Tenant.

Navigate to:

Settings -> Billing & Admin -> Manage Organisations

This will open the Admin screen in a new browser tab, Click on Add Organisation in left menu
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  1. Select the Workspace where you would like to add your organisation, then click the NEXT STEP button
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  2. Select the Tenant that you wish to add into, you can also choose to add either a Manual Organisation or a Non-Enterprise Organisation if required
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  3. Choose import organisation from the drop down and click BEGIN IMPORT
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    The import progress will be displayed until the import is complete.
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    Note: πŸ’¬ The time taken to import depends on how much historical data exists


  4. When the import is complete, set your preferences by selecting them from the drop-down menus in each section. Click ALL DONE when finished.
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    Note: πŸ’¬ all preferences can be changed later if required.


  5. When complete you will be brought back to the Workspaces menu.

    1. To add another organisation repeat the process.

    2. Or click OPEN WORKSPACE to go and budget and report on this new organisation.

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