Install & Link Automate SuiteApp

Abstract

SquareWorks Automate provides a streamlined way for administrators to extend and manage crucial NetSuite functionalities. By installing and linking the SquareWorks Automate SuiteApp, you gain access to robust features that support tasks such as invoice scanning, payment automation, and usage tracking. For instance, organizations often adopt SquareWorks Automate to optimize invoice processing, ensuring that they remain efficient and compliant with licensing and billing requirements.

This article details the steps to install and link the SquareWorks Automate SuiteApp in NetSuite, focusing on administrative requirements, SuiteApp Marketplace navigation, and initial setup processes. You will learn how to locate and install the SuiteApp, verify that the new SquareWorks menu appears, and create or link your SquareWorks Automate account, including the verification of user credentials. Following these instructions will help ensure a smooth deployment of SquareWorks Automate in your NetSuite environment.

Below are the key processes required to set up SquareWorks Automate in NetSuite. Each process begins with an overview of why it matters, followed by clearly numbered instructions to guide you through how to complete each step.

Installing the SquareWorks Automate SuiteApp

SquareWorks Automate is available as a SuiteApp in the NetSuite Marketplace. Installing it enables additional features and integrations that can enhance your accounting and business processes.

1. If you want to begin accessing SquareWorks Automate, go to Customization > SuiteCloud Development, and select SuiteApp Marketplace from your NetSuite home screen while logged in as an Administrator:

   
2. When you need to locate the SquareWorks SuiteApp listing, type Squareworks into the search bar and press Enter:

   
3. Once you’re ready to proceed with the installation, click into the SquareWorks Automate SuiteApp to open its details page:

   

   
4. If you decide to add the SuiteApp to your NetSuite account, click the Install button (this may take around five minutes to complete in the background):

   
5. After you confirm the SuiteApp is fully installed, verify that a new SquareWorks menu now appears in your NetSuite navigation bar:

   

Linking and Setting Up Your SquareWorks Automate Account

Linking your account ensures that SquareWorks Automate can track usage, manage license compliance, and provide relevant features such as invoice scanning. You must be logged in with an Administrator role to complete these steps.

1. If you intend to configure or link your SquareWorks Automate account, hover over the new SquareWorks menu, navigate to Automate, and select Settings:

   
2. Once you see the welcome message for the first time, click Continue to access the login or sign-up prompt:

   

   
3. Whenever you don’t have an existing account, choose the Sign Up option, and provide your Name, Email, and a valid Password that meets the password requirements displayed:

   

   
4. You must verify your email before proceeding, check your inbox for the SquareWorks verification message and click the link provided to confirm your email address:

   

   
5. After you verify your email, if you want to finalize the link to your NetSuite environment, return to the login prompt and sign in with your newly created credentials:

   
6. Once you log in, you will see a drop-down for account selection, note there’s never actually going to be multiple accounts in the drop-down here with our current setup, but you still need to ensure that the correct account is selected. Then click the Link Account button to finalize the connection between your SquareWorks Automate account and your NetSuite instance:

   
7. If you wonder why this linking process is required, note that it lets SquareWorks Automate accurately track SuiteApp usage and associate license details with your NetSuite account. This is essential for monitoring consumption (e.g., invoice scans) and for any billing or overage considerations.