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Install the Vendor Payment Manager integration app

Dev Chidipi
Updated

This article walks you through installing Vendor Payment Manager from the integrator.io Marketplace and completing the four-step setup wizard. Complete these steps once to connect NetSuite and your bank to the integration app. Before you begin, install the required NetSuite bundles and configure your NetSuite account for token-based authentication.

Vendor Payment Manager is available in the integrator.io Marketplace. Installing it installs the integration app in your integrator.io account and links it to your NetSuite and bank credentials. All data flows are disabled by default after installation.

Before you begin

Before installing Vendor Payment Manager, complete the following:

  1. Meet all requirements described in Prepare your NetSuite account for the integrator.io bundle.
  2. Install the integrator.io bundle in NetSuite. See Install the integrator.io bundle in NetSuite.
  3. Install the Vendor Payment Manager bundle in NetSuite. See Install the Vendor Payment Manager bundle in NetSuite.
  4. Configure your NetSuite account for Vendor Payment Manager. See Configure your NetSuite account for Vendor Payment Manager.
  5. Have a valid subscription license for Vendor Payment Manager. If you don't have one, contact your account executive.

Install the integrator.io bundle in NetSuite

  1. Sign in to your NetSuite account.
  2. Go to Customization > SuiteBundler > Search & Install Bundles.
  3. In the Keywords field, enter Celigo integrator.io or bundle ID 20038.
  4. Select Search.
  5. Select Celigo.integrator.io from the results.
  6. On the Bundle Details page, select Install.
  7. Read the permissions dialog and select OK.

The bundle is installed. You can verify it on the Installed Bundles page at Customization > SuiteBundler > Search & Install Bundles > List.

Install the Vendor Payment Manager bundle in NetSuite

  1. In NetSuite, go to Customization > SuiteBundler > Search & Install Bundles.
  2. In the Keywords field, enter Celigo Vendor Payment Manager or bundle ID 175233.
  3. Select Search.
  4. Select Celigo Vendor Payment Manager from the results.
  5. On the Bundle Details page, select Install.
  6. Read the permissions dialog and select OK.

The bundle is installed. You can verify it on the Installed Bundles page at Customization > SuiteBundler > Search & Install Bundles > List.

Install the integration app

  1. Sign in to your integrator.io account.
  2. In the left navigation, select Marketplace.
  3. On the Marketplace page, select Banking.

  4. Select Install.

    If the button shows Contact Sales instead of Install, your account doesn't have an active license. Contact your Celigo account executive to activate it.

  5. On the My Integrations page, find the Vendor Payment Manager tile and select Continue setup.

The setup wizard opens. Complete the following four steps.

Step 1: Configure the NetSuite connection

Next to the NetSuite connection step, select Configure.

To configure a NetSuite connection, see Set up an automatic token-based auth connection to NetSuite.

Step 2: Configure the bank connection

  1. Next to the Bank connection step, select Configure.

  2. Select Click to Configure and complete the form using the following field descriptions.

    Field Description
    Name A name for this connection. Use something that identifies the bank, for example, FirstBank - FTP.
    Connection Type Pre-configured. Cannot be changed.
    Host The URI or IP address of the bank's FTP or SFTP server, for example, ftp.mybank.com or 50.111.123.88. If the server is behind a firewall, add the integrator.io FTP or SFTP IP addresses (listed below the Host field) to the allowlist on the server.
    Username The username for the FTP or SFTP server.
    Password The password for the FTP or SFTP server. Stored with AES 256 encryption.
  3. Select Test connection to verify the credentials.
  4. Select Save to save the connection and make it available to your integrations, or select Save & close to save and exit.

Step 3: Verify the integrator.io bundle

The wizard confirms that you've installed the integrator.io bundle. Select Install on this step.

You're redirected to NetSuite to verify your credentials.

  1. Sign in to NetSuite using your NetSuite credentials.
  2. Select Verify Now.

You're redirected back to the setup wizard.

Step 4: Verify the Vendor Payment Manager bundle

The wizard confirms that you've installed the Vendor Payment Manager bundle. Select Install on this step.

After you complete Step 4, the installation is complete and you're taken to the integration app's Flows page.

Note: All flows are disabled by default. Enable and configure them before running them.

Next steps