Build a report from saved Netsuite search

Workflow

Marketing

Intermediate

Use Template

This is a 'Workflow' template which means that it is a single standalone workflow.

Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional

Overview

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This workflow allows you to use the results of a Netsuite Saved Search to build a report in Google sheets or use the data in other systems in any manner you wish.

Connectors Used

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The following connectors are used in this template. This is provided for reference only - there is no need to read through the linked connector pages, as all you need to know for this template is explained here:

End Result

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The image below shows the received Netsuite saved search data and a final Google sheets report created from the data:

Prerequisites

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This workflow assumes the following:

• You have authentication to Netsuite and Google Sheets or any service you choose except Google Sheets to create a Report.

• You have a Netsuite Saved Search, the permissions to access its results with your Netsuite Integration, and have set the Saved Search to Public.

• You have a Google Sheet created and column headers aligned to your desired data ready.

Getting Live

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Workflow Logic

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The overall logic of the workflow is:

1. The workflow is triggered by a scheduled trigger that runs daily.

2. A Netsuite Saved Search is launched and a complete record of saved search is fetched.

3. The received data is looped, using pagination. The loop continues until no more pages are found, and once done loop-1 breaks.

4. The resulting data from the Search (Current Page) step is stored in a Google Sheet.

Step-by-step Explanation

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