100%
Client satisfaction reported after rapid solution deployment
90%
Reduction in manual work
30+
Successful data transfers to SFTP completed within a week
About
Client
Business
E-commerce Data Management
The client, an expanding e-commerce business, needed to streamline and secure the data transfer process between NetSuite and external servers.
Need for Secure Transfers
They required a solution to securely upload transaction data in CSV format to an external SFTP server.
Operational Efficiency
The goal was to automate the generation and secure transfer of CSV files to reduce manual efforts and improve data handling efficiency.
Our Solutions
We implemented a custom SFTP integration to meet the client’s requirements:
Saved Search Creation
Developed a comprehensive saved search to extract transaction data from NetSuite with all necessary fields for CSV file generation.
Custom Script for CSV Generation
Coded a script to process the data gathered through the saved search, converting it into CSV format for secure and efficient data handling.
NetSuite File Upload
Uploaded the newly generated CSV files into the NetSuite file cabinet using a custom script to ensure easy access and storage.
SFTP Integration
Created an additional custom script to establish a connection with the SFTP server and automatically transfer the CSV files to a designated folder.
Challenges
Several challenges were overcome to ensure successful integration:
CSV File Generation
Designing a custom script to automate CSV file generation from specific NetSuite records and ensuring accurate data extraction.
SFTP Integration
Ensuring secure and reliable connection with the external SFTP server to facilitate seamless data transfer without compromising security.
Data Security
Implementing a solution that ensures the data remains secure throughout the transfer process, avoiding any breaches or leaks.
Results
The integration provided substantial improvements for the client:
Automated Data Handling
Automated the process of CSV file generation and SFTP transfer, significantly reducing manual workload.
Improved Data Security
Ensured secure and efficient data transfer to external servers via SFTP, enhancing overall data control and safety.
Seamless Integration
The integration between NetSuite and SFTP allowed for quick, reliable, and error-free data exports.
Enhanced Efficiency
The solution provided the client with faster, more efficient processes, enabling them to focus on core business activities.
