How to Pull Accounts from NetSuite to XTEN-AV

1. Under the Accounts tab, click Pull Accounts (NetSuite → XTEN-AV).

2. A pop-up window titled Accounts from NetSuite will appear, showing the list of available accounts.

3. From the list:

○ Select the accounts you want to import using the checkboxes.

○ Use Select All if you want to pull all accounts.

○ Use the Search bar to quickly find a specific account.

4. Once you’ve made your selection, click Submit.

5. After submission, click Sync Accounts to complete the process.

6. The selected accounts will now be pulled from NetSuite and will automatically appear under the Accounts section in XTEN-AV.

Updated on: 02/25/2026