Requirement
The requirement is to export the csv file from their SFTP server to NetSuite using the Celigo. Following are the integration to be implemented.
- Import Demographic files to NetSuite
- Import Appointment files to NetSuite
Import of referral files is not included in this scope.
Our Soultion
Approach 1.
Prerequisites
NetSuite account (Sandbox and Production) with administrator permissions.
Access to Celigo integrator.io.
SFTP server credentials to setup Celigo connection.
Description of the Task
The requirement can be achieved by performing the following steps.
- Custom flow to Import Demographic files to NetSuite: Demographics file in CSV format are to be exported from the SFTP server and imported to NetSuite as Customers. These files are present in the ‘Input directory’ in the server. Demographic files have the Prefix ‘csvfile’. Celigo flow will delete the files from the Input directory once it has been processed. We have option in Celigo to back up the csv files to the ‘Processed Directory’ after the successful transfer.
- Custom flow to Import Appointment files to NetSuite: Appointment file in CSV format is to be exported from the SFTP server and imported to NetSuite as Appointment custom record. These files are present in the ‘Input directory’ in the server Demographic files have the Prefix ‘appointment’. Celigo flow will delete the files once it has been processed. We have option in Celigo to back up the csv files to the ‘Processed Directory’ after the successful transfer.
Limitation: Saving the Error files to a separate directory is not possible in this approach.
Approach 2
This method is an alternative to cover the limitation of approach 1 which is saving Error files to a separate directory. This includes custom flows in Celigo and suite script customization in NetSuite to achieve the task.
Prerequisites
NetSuite account (Sandbox and Production) with administrator permissions.
Access to Celigo integrator.io.
SFTP server credentials to setup Celigo connection.
Description of the Task
The requirement can be achieved by performing the following steps.
- Custom flow to save Demographic files to NetSuite File cabinet: Demographic files in csv format from the ‘Input Directory’ can be exported and saved to a folder in NetSuite field cabinet.
- Suite script to Process the Demographic files: A suite script can be used to fetch the Demographic files from the file cabinet. And process each line of the csv file and save them as Customers. Errors in a csv file can be combined as a separate csv file and saved to another folder in the file cabinet.
- Custom flow to save Demographic Error csv file to Server: Another Celigo flow can be implemented to fetch the error csv files from file cabinet folder and save these files to the Error directory in the SFTP server.
- Custom flow to save Appointment files to NetSuite File cabinet: Appointment files in csv format from the ‘Input Directory’ can be exported and saved to a folder in NetSuite field cabinet.
- Suite script to Process the Appointment files: A suite script can be used to fetch the Appointment files from the file cabinet. And process each line of the csv file and save them as Appointment records. Errors in a csv file can be combined as a separate csv file and saved to another folder in the file cabinet. (Same suite script can be used to process the demographic file and appointment file)
- Custom flow to save Appointment Error csv file to Server: Another Celigo flow can be implemented to fetch the error csv files from file cabinet folder and save these files to the Error directory in the SFTP server.