Quick Start

Get your SuitePortal instance connected to NetSuite in just a few steps.

Prerequisites

• Active NetSuite account with Administrator access
• SuitePortal subscription
• Token-Based Authentication (TBA) enabled in NetSuite

Step 1: Create Your Organization

1. Sign up at suiteportal.io
2. Create your organization (tenant)
3. Configure basic settings

Step 2: Install the SuiteBundle

1. Download the SuiteBundle from your SuitePortal dashboard
2. Install in your NetSuite account
3. Configure TBA credentials

Step 3: Configure Initial Sync

1. Select records to sync (Customers, Transactions, etc.)
2. Map fields as needed
3. Run initial sync

Step 4: Invite Users

1. Configure roles and permissions
2. Invite portal users
3. Set up authentication

Validation

After completing these steps, verify:

• Organization is created
• SuiteBundle is installed and active
• Initial sync completed successfully
• Test user can log in to portal

Next Steps

• Onboarding Guides — Detailed setup instructions
• Core Concepts — Understand SuitePortal's data model