NetSuite· Configuration
NetSuite configuration
Configuration builds the signed design in NetSuite: features, setup records, numbering, roles and workflows. Done by hand, it is hours of screens that are hard to review and hard to repeat in production. superglue's agent applies the setup through the NetSuite API, in the sandbox first, and records each change it makes.
How this step works
What the agent does
- Turns the signed design into a configuration plan for your review.
- Applies the setup through the API in the sandbox.
- Records each change, so the configuration can be reviewed and repeated.
- Repeats the tested configuration in production.
What you decide and approve
- The setup values that only the client can decide.
- Every write. Each one pauses for your approval.
- When the sandbox configuration moves to production.
What the client gets
- A configured sandbox and production account.
- A configuration workbook that lists every setting.
What to get right in NetSuite configuration
- 01
Enable features before setup records
Many setup pages and fields appear only after a feature is enabled. Some features cannot be disabled once records use them.
- 02
Create accounting periods back to the oldest history
Transactions post only to periods that exist. Set up the fiscal calendar from the first period of loaded history.
- 03
Set numbering before the first load
Set prefixes and next numbers under Auto-Generated Numbers. Allow override on the documents that keep their legacy numbers.
- 04
Protect sandbox work from a refresh
A sandbox refresh replaces the sandbox with a copy of production. Promote or export the configuration before any refresh, or it is lost.
Pine Services Group is rolling superglue out across its 18 ERP implementation firms, starting with The Vested Group on NetSuite.
Read the announcementFrequently asked questions
What should you get right when configuring NetSuite?
Enable features before setup records; Create accounting periods back to the oldest history; Set numbering before the first load; Protect sandbox work from a refresh. The agent applies the setup in the sandbox first.
Does superglue change NetSuite without approval?
No. The agent shows each change before it writes and waits for your approval. Production repeats the configuration you tested in the sandbox.
How does superglue work with our consultants?
superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.
Can we use our own implementation method?
Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.
Which systems can we migrate from into NetSuite?
Common sources are QuickBooks, Sage 50 and Sage 100, Microsoft Dynamics GP, Xero and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.
Is client data safe?
superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.
How do we start?
Start with one live NetSuite project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.