Switching from BILL Direct to Intelligent Payment Automation
There's no migration tool to move or update vendor information from the BILL Direct app to Intelligent Payment Automation (IPA). In addition, vendor banking information can't be exported from BILL Direct.
Before you set up IPA, prepare your vendor data. This helps the SuiteApp match your vendors to existing profiles in the BILL Network.
Automatic Sync Enabled
If you enabled Automatic Sync in the BILL Direct app, your vendor records in NetSuite should already be matched. To confirm whether Automatic Sync is enabled, see Sync Automatically.
Automatic Sync Disabled
If you disabled Automatic Sync in the BILL Direct app, complete the following steps:
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Export Vendor Data from BILL Direct
Export vendor records from the BILL Direct app in CSV format, then import them into NetSuite. For instructions, see Export Records and Transactions Using .CSV Files.
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Update Vendor Records in NetSuite to Match BILL Direct
In NetSuite, update vendor records to ensure key fields match exactly as they appear in BILL Direct. For instructions, see Importing Vendors and Vendor Bank Details.
Verify the following fields:
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Vendor name
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Default billing address
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Remittance email address
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Account (the account number your vendor assigned to you)
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Enter Banking Details for Non-network ACH Vendors
For vendors paid by ACH who aren't connected to the BILL Network, collect their banking details and enter them in NetSuite. For more information, see Adding Default Bank Accounts for Vendors.
Vendors that were previously connected to the BILL Network will reconnect automatically after you complete your account setup. For more information, see Tracking Vendor Syncing and Network Status.