NetSuite File Cabinet to SharePoint Doc Library

Integrator.io
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1

Has anyone done an integration with NetSuite and SharePoint? I am looking to export NetSuite CSV files into a SharePoint document library. Not sure where to start or if this is possible.

2

Hi @ryanmaher,

I encourage others who've integrated NetSuite and SharePoint to share their insights, but I wanted to let you know I checked with some of our internal experts. They indicated this is a complex integration as working with the Microsoft APIs requires substantial knowledge. Consider connecting with your account manager to discuss consulting services.

Thanks!

3

Hello Supporters,

Repeating the same question, Has anyone done an integration with NetSuite and SharePoint? I am looking to export NetSuite CSV files into a SharePoint document library.

4

Hi @claudioespinal,

Thank you for reaching out.

For transferring files into a SharePoint document library, we recommend using Microsoft Graph APIs. Here is a detailed guide on how to set up a Microsoft Graph API connection using HTTP connector.

To upload a new file please refer to the Microsoft recommended steps here.

Additionally, we are working on a file-based connector for SharePoint, which will simply the process further and enhance the experience for file transfers. It is tentatively planned for release in the latter half of 2024.

Please let us know if you have a follow up question.

Best Regards,

5

To close out this thread, I wanted to clarify how file uploads to SharePoint work using the Celigo SharePoint connector.

The connector does support uploading files, but it does not aggregate records into a file. That means if your use case requires compiling multiple records into a single file (like a CSV or JSON file), you’ll need a separate flow to handle that aggregation step using another file provider — such as Google Drive, the NetSuite File Cabinet, FTP, S3, etc.

Then, you can build a second flow to move the generated file from that source into SharePoint.

Example: Moving NetSuite Files to SharePoint

Below is a flow example that takes files from NetSuite and uploads them to a folder in SharePoint.

  • The flow allows you to select the SharePoint site, then the drive, and then specify the folder path to upload into.
  • The only field you may need to change is {{{record.file_name}}} — update this to whatever filename you want (including the file extension).
  • You may also need to adjust the blobKey path if your file structure is different.

:package: Download the flow template (7 KB)

Screenshots

The image shows a workflow from integrator.io that uploads files to SharePoint, successfully transferring files through a series of steps involving NetSuite. (Captioned by AI)
The image shows a workflow from integrator.io that uploads files to SharePoint, successfully transferring files through a series of steps involving NetSuite. (Captioned by AI)1513×541 24 KB

The image shows a configuration screen for setting up a file transfer to a SharePoint folder using the Microsoft Graph API, with options for naming the transfer, selecting the connection, and specifying the HTTP method and relative URI. (Captioned by AI)
The image shows a configuration screen for setting up a file transfer to a SharePoint folder using the Microsoft Graph API, with options for naming the transfer, selecting the connection, and specifying the HTTP method and relative URI. (Captioned by AI)1230×1017 60.7 KB

The image shows an interface for editing HTTP transfer settings, featuring options for request media type, body, encoding, and advanced configurations. (Captioned by AI)
The image shows an interface for editing HTTP transfer settings, featuring options for request media type, body, encoding, and advanced configurations. (Captioned by AI)1231×1183 49 KB

6

If you're also wanting to purge the files from NetSuite after they have been pulled, you can use this advanced setting.

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