Installing Automate

In order complete configuration of Automate within your NetSuite Instance, your organization needs to complete the following steps to install the Automate SuiteApp and link your Automate account.

In order to complete these steps, you must be logged in as an administrator within NetSuite.

1. Install Automate SuiteApp

1. In the Administrator role, Navigate to Customization > SuiteCloud Development > SuiteApp Marketplace.

2. Search for “SquareWorks” and select the “SquareWorks Automate” SuiteApp from the results.

1. Click the Install button to install the Automate SuiteApp.

1. Once installed, a new center tab for “SquareWorks” will be available.

2. Create & Link Your Automate Account

1. Once the SuiteApp is installed, begin the setup process by navigating to SquareWorks > Automate > Settings using the Administrator role.

1. Click Continue to begin the setup Automate Setup process.

1. Sign up for a SquareWorks Automate account and follow the directions to verify your email address. Only one Automate account is necessary per NetSuite instance. Your account is used for licensing, usage tracking, billing as well as advanced features for NetSuite.

Automate accounts are not shared between sandbox and production NetSuite environments. If you created an Automate account in Sandbox, you will need to create a new Automate account in production.

1. After creating your Automate account and verifying your email, sign in with your Automate account's email and password.

In production, Automate accounts need to be activated by our team after creation. If you receive an error about your account activation, please contact your implementation consultant or [e-mail] for assistance.

1. Once you have signed in, you will be asked to link NetSuite to your Automate account. Select your Automate account from the drop down and press Link Account.

3. Update Password Policy

In order to use the Automate, your NetSuite account's password policy must meet security best practices. This step must be completed even if your organization uses a Single Sign On provider because NetSuite Administrators and some other users may not log in through Single Sign On.

1. Navigate to Setup > Company > General Preferences using the Administrator role.

1. Confirm the Password Policy is set to Strong and minimum password length is set 12 or greater.

1. Click Save at the top of the page

While not required, we strongly recommend having all roles used to interact with payment automation protected behind 2FA in NetSuite. You can enable 2FA in your NetSuite account by going to Setup > Users/Roles > Two-Factor Authentication Roles