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Installation

How to install Flux Capture in your NetSuite account

This guide walks you through installing Flux Capture in your NetSuite environment. The installation process is straightforward and typically takes just a few minutes.

Before You Begin

Ensure you have:

  • Administrator access to your NetSuite account
  • Permission to install SuiteApps (bundles)
  • Your Flux Capture license key (received via email after signup or trial request)

Installation Steps

Step 1: Navigate to SuiteBundler

  1. Log into NetSuite as an Administrator
  2. Navigate to Customization → SuiteBundler → Search & Install Bundles

Step 2: Find the Bundle

You can find Flux Capture using either method:

Option A: Search by Account ID (Recommended)

  1. In the search area, enter our account ID in the Account ID field
  2. Click Search
  3. You'll see Flux Capture in the results

Option B: Search by Bundle ID

  1. If provided with a Bundle ID, enter it in the Bundle ID field
  2. Click Search

ℹ️ Note: Contact support@fluxfornetsuite.com if you need the Account ID or Bundle ID for installation.

Step 3: Review and Install

  1. Click on Flux Capture in the search results
  2. Review the bundle details and permissions
  3. Click Install
  4. Accept the terms and conditions
  5. Click Install Bundle

Step 4: Wait for Installation

The installation process may take 2-5 minutes. NetSuite will display a progress indicator. You can continue working in NetSuite while it installs in the background.

Step 5: Verify Installation

Once complete, verify the installation:

  1. Navigate to Customization → SuiteBundler → Installed Bundles
  2. Confirm "Flux Capture" appears in the list with status "Installed"
  3. Navigate to Flux Capture in your center menu to access the application

Accessing Flux Capture

After installation, Flux Capture is accessible in several ways:

From the Menu

Look for "Flux Capture" in your NetSuite center navigation. Click to open the main application.

From a Shortcut

Your administrator can add Flux Capture to your shortcuts for quick access.

Direct URL

Access Flux Capture directly using the Suitelet URL provided after installation.

Post-Installation Setup

After installing, complete these essential setup steps:

1. Enter Your License Key

  1. Open Flux Capture
  2. Go to Settings
  3. Enter your license key in the License section
  4. Click Save

See Licensing for detailed license activation instructions.

2. Configure Extraction Settings

Choose your preferred document extraction provider:

  • OCI Document Understanding - Oracle Cloud Infrastructure
  • Azure Form Recognizer - Microsoft's advanced AI
  • Mindee - Specialized invoice extraction

See Configuration for detailed setup instructions.

3. Test with a Sample Document

  1. Upload a sample invoice to verify extraction is working
  2. Review the extracted data
  3. Make any needed configuration adjustments

User Roles and Permissions

Flux Capture respects NetSuite's role-based access control. Ensure users have appropriate permissions:

Permission Required For
View File Cabinet Uploading and viewing documents
Create Vendor Bills Approving documents as vendor bills
Create Expense Reports Processing expense documents
Custom Records Accessing Flux Capture records

⚠️ Warning: Users without appropriate permissions may see errors when trying to access certain features.

Updating Flux Capture

When updates are available:

  1. Navigate to Customization → SuiteBundler → Installed Bundles
  2. Find "Flux Capture" in the list
  3. If an update is available, click Update
  4. Follow the prompts to complete the update

ℹ️ Info: Updates typically take 2-5 minutes. Plan updates during low-usage periods.

Uninstalling

If you need to remove Flux Capture:

  1. Navigate to Customization → SuiteBundler → Installed Bundles
  2. Find "Flux Capture" in the list
  3. Click Uninstall
  4. Confirm the uninstallation

🚨 Danger: Uninstalling removes all Flux Capture data including document records, settings, and learned preferences. This cannot be undone.

Troubleshooting Installation Issues

Bundle Not Found

If you cannot find Flux Capture when searching:

  • Make sure you're entering the Account ID or Bundle ID correctly
  • Ensure you're searching in Search & Install Bundles (not Installed Bundles)
  • Contact support@fluxfornetsuite.com for assistance

Installation Failed

If installation fails:

  • Check for pending bundle operations
  • Ensure you have administrator permissions
  • Contact support@fluxfornetsuite.com with the error message

Missing Menu Items

If Flux Capture doesn't appear in your menu after installation:

  • Clear your browser cache
  • Log out and back into NetSuite
  • Verify your role has access to the Flux Capture SuiteApp

Next Steps

Once installation is complete:

  1. Activate your license
  2. Configure your settings
  3. Explore the features