> For the complete documentation index, see [llms.txt](https://docs.charted.com/ap-automation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.charted.com/ap-automation/charted-configuration/setting-up-charted/install-and-link-charted-suiteapp.md).
# Install & Link Charted SuiteApp
### **Abstract**
**Charted** provides a streamlined way for administrators to extend and manage crucial *NetSuite* functionalities. By installing and linking the **Charted** *SuiteApp*, you gain access to robust features that support tasks such as invoice scanning, payment automation, and usage tracking. For instance, organizations often adopt **Charted** to optimize invoice processing, ensuring that they remain efficient and compliant with licensing and billing requirements.
This article details the steps to install and link the **Charted** *SuiteApp* in *NetSuite*, focusing on administrative requirements, *SuiteApp Marketplace* navigation, and initial setup processes. You will learn how to locate and install the SuiteApp, verify that the new **Charted** menu appears, and create or link your **Charted** account, including the verification of user credentials. Following these instructions will help ensure a smooth deployment of **Charted** in your *NetSuite* environment.
Below are the key processes required to set up **Charted** in *NetSuite*. Each process begins with an overview of why it matters, followed by clearly numbered instructions to guide you through how to complete each step.
### **Installing the Charted SuiteApp**
**Charted** is available as a *SuiteApp* in the *NetSuite Marketplace*. Installing it enables additional features and integrations that can enhance your accounting and business processes.
1. If you want to begin accessing **Charted**, go to **Customization > SuiteCloud Development**, and select **SuiteApp Marketplace** from your *NetSuite* home screen while logged in as an *Administrator*:\
2. When you need to locate the **Charted** *SuiteApp* listing, type **Charted** into the search bar and press enter:\
3. If you decide to add the *SuiteApp* to your *NetSuite* account, click the **Install** button (this may take around five minutes to complete in the background):\
4. After you confirm the *SuiteApp* is fully installed, verify that a new **Charted** menu now appears in your *NetSuite* navigation bar:\
### Linking and Setting Up Your **Charted** Account
Linking your account ensures that **Charted** can track usage, manage license compliance, and provide relevant features such as invoice scanning. You must be logged in with an *Administrator* role to complete these steps.
1. If you intend to configure or link your **Charted** account, hover over the new **Charted** menu, navigate to **AP Automation**, and click the **Settings** tab:\
2. Once you see the welcome message for the first time, click **Continue** to access the login or sign-up prompt:\
3. Whenever you don’t have an existing account, choose the **Sign Up** option, and provide your *Name*, *Email*, and a valid *Password* that meets the password requirements displayed:\
4. You must verify your email before proceeding, check your inbox for the **Charted** verification message and click the link provided to confirm your email address:\
5. After you verify your email, if you want to finalize the link to your *NetSuite* environment, return to the login prompt and sign in with your newly created credentials:\
6. Once you log in, you will see a drop-down for account selection, note there’s never actually going to be multiple accounts in the drop-down here with our current setup, but you still need to ensure that the correct account is selected. Then click the **Link Account** button to finalize the connection between your **Charted** account and your *NetSuite* instance:\
7. If you wonder why this linking process is required, note that it lets **Charted** accurately track *SuiteApp* usage and associate license details with your *NetSuite* account. This is essential for monitoring consumption (e.g., invoice scans) and for any billing or overage considerations.
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