NetSuite Transaction Financials to Salesforce Financials | PDF not getting synced

Integration Apps
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NetSuite Transaction Financials to Salesforce Financials

this standard flow shows success on dashboard but no pdf linked to netsuite finncial record. also i do not see the PDF in netsuite file cabinet, could someone please suggest how to trouble shoot.

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Hi,

Thank you for reaching out! A dashboard success on this flow means the financial header synced. But PDF sync is a separate pipeline, so a green status alone doesn't confirm the PDF transferred.

Also, not seeing the PDF in the NetSuite File Cabinet is actually expected behavior. The integration creates the PDF temporarily, exports it to Salesforce, then removes it automatically. The correct place to check is:

Salesforce → NetSuite Financial record → Files tab

Steps to troubleshoot

  1. Verify PDF sync is enabled
    Go to Settings → Financial → Transaction Financials and confirm:

    • Your transaction type (e.g. Invoice) is selected under Sync transaction types to Salesforce
    • The same type is also selected under Sync transactions files to Salesforce
    • Hit Save — this activates the PDF steps in the flow

  2. Check your flow structure
    Open the flow editor. With PDF sync active, you should see 5 page processors:

    • Create PDFs in NetSuite
    • Get PDFs from NetSuite
    • Post Financials to Salesforce
    • Post PDF to Salesforce
    • Link PDF to Salesforce sObject

    If you only see Post Financials to Salesforce, PDF sync isn't active. Re-saving settings after enabling it should add the missing steps.

  3. Drill into the flow run details (don't rely on the dashboard status alone)
    Check each PDF page processor for ignored or failed records — specifically whether the Create PDFs step is completing successfully. If that step fails, all downstream PDF steps will be skipped.

If you're still stuck after the above, please raise a support ticket with the flow run ID.