Pre-Onboarding Checklist (NetSuite)
Use this checklist to get ready for your onboarding call. Having everything on hand will also help you if you decide to start the installation on your own.
If you're moving your plugin to a live environment, make sure you've already completed the Sandbox Checklist (NetSuite) in a sandbox environment. Testing in a sandbox with all of your custom workflows, scripts, and third-party apps is the best way to ensure everything works smoothly before going live.
TIP: Looking for a self-serve installation experience? Check out our guides, starting at Step 1 here.
Configure NetSuite Features
While not a mandatory step, configuring your company’s NetSuite features ahead of time will speed up the onboarding process significantly.