Articles on: Integration

How to Pull Opportunities from NetSuite to XTEN-AV

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


  1. A pop-up window titled “Opportunities from NetSuite” will appear, displaying the list of available opportunities.

○ Use the checkboxes to select the opportunities you want to import.

○ You may also use Select All to pull all opportunities.

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


  1. After making your selection, click Submit.







  1. Then click on Sync Opportunities.


  1. The chosen opportunities will now be pulled from NetSuite and become available inside XTEN-AV under the Projects.



Updated on: 02/25/2026

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