What you can do with Oracle Netsuite KPI and Profit.co integration:

Integrate Oracle Netsuite fields using query in Profit.co key result and automate the progress.

Configure Oracle Netsuite KPI in Profit.co

Note: Super Users can configure the Oracle Netsuite KPI integration in Profit.co.

Step 1

Navigate to Settings → Integrations → Connectors from the left navigation panel. Click on the Oracle Netsuite Manage button.

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Then click the Connect to Oracle Netsuite button.

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Step 2

Enter the Connection Name and required details and click on the Connect button to successfully configure the Oracle Netsuite Integration connection.

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On the Manage Oracle Netsuite Connection page, create KPIs by clicking on the KPIs.

Click on the + icon.

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Enter all the required details and click “Create”.

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The KPI will be created.

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Note: Run a query by clicking on the name of the KPI and selecting the option KPI Query.

Step 3

Now Create a key result Using the Form in Profit.co where you want to integrate the Oracle Netsuite in a key result.

Note: Oracle Netsuite KPI supports Increase KPI, Decrease KPI, or Control KPI type.

Search & Select the KPI in By category and choose Oracle Netsuite, and select the required KPI.

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Enter the From and To values and click Create.

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Once the Key Result is successfully created, click on the Check-in button and complete the Check-in to update the status value in the key result.

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If you check-in you’ll be redirected to the review page. Finally, you can Update it to make progress to your key result.

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