Bulk upload your OneDrive for Business files and folders to NetSuite
New CloudExtend users may desire to integrate files that already exist in their OneDrive for Business account with existing NetSuite records.
CloudExtend does not store files per se. Instead, CloudExtend uses a custom record in NetSuite to store data about the files including a link to the record in Microsoft OneDrive/Sharepoint.
In order to add the files to NetSuite Admins will need to add data to the custom record that is pre-installed as part of the CloudExtend Outlook bundle).
Understand the Celigo CloudExtend File System Record
This custom record contains the fields that are used to upload and associate OneDrive files to the desired NetSuite Record.
Associated Record type | The name of the NetSuite Record type where the user wants to associate the document, ie customer, contact, etc.
Associated Record id | The internalID of the NetSuite record to associate the document with. For example, if the record type was customer enter the internalID of the customer record to associate it with.
File Size | File Size can be left empty for upload.
File web URL | The URL of the OneDrive file to associate with the NetSuite record
File Name | The name of the file in One Drive
Mime Type | Mime Type is used only to display the logo (Excel, Word, etc.). For example, application/vnd.openxmlformats-officedocument.spreadsheetml.sheet is used to indicate an Excel log. This field is not required and can be left empty
Created Date | User can enter the current date
Associated User Email | The email address of the NetSuite user creating the record
Associated user display name | The name of the user who associated the file
Storage Provider info | Can be left empty
Storage Provider id | Can be left empty
Is Folder | When attaching a folder set it as TRUE otherwise set it as false.
Associated Date | The date of the file association, typically the current date.
Users can use CSV upload or they can use our CloudExtend Excel for NetSuite App to upload data and populate the custom NetSuite record. Instructions on using CloudExtend Excel are below.
Step 1: Create a template for the Custom record Celigo CloudExtend File System Record.
Step 2: Select all the above-mentioned fields and Save.
Step 3: Enter values for the fields
Step 4: Upsert the values to record.
Upsert all the data by clicking Upsert All Records or uploading a subset of data by selecting one or more contiguous records and choosing Upsert Selected Records.
Step 5: Navigate to NetSuite and verify your data is imported as expected.