Automate NetSuite GL Reports to Google Cloud Storage
Education | India
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Our client is a Singapore-based education provider having major operations in India. They delivered innovative teaching solutions and academic book packs to families and schools all over Asia. The company approached us with a request to automate the transfer of NetSuite General Ledger (GL) reports to Google Cloud Storage (GCS). They wanted an effective system to gradually eliminate the manual work involved in checking financial data so that they could focus more on their business scenarios.
Problem Statement
The financial accounts and data need to be periodically reviewed. Imagine having a platform where you can view this data graphically, gaining deeper insights. The client aims to boost their financial reporting process. Currently, they rely on manual procedures, involving the tedious task of downloading data from NetSuite GL reports and then uploading it to Google Cloud Storage. This process is not only time-consuming but also prone to the risk of errors.
What We Suggested
To address the client’s challenges, our team of experts proposed the development and implementation of a custom plugin. This would automate the transfer of NetSuite GL reports to GCS, streamlining the entire process. Users would need to only pick their desired date range from the GL report and transfer data to their GCS account with just one click on the mail icon. Such an approach not only eliminates human intervention but also offers a gateway to further analysis of data utilizing the improved graphical representations in their GCS account. The GL file includes various NetSuite accounts, including COGS, balance, debt, credit, and more.
The various processes of this integration include:
• Implementing a solid plugin architecture to ensure seamless connectivity between NetSuite and GCS.
• Enabling a one-click process for efficient data transfer.
• Backing up the exported files to NetSuite file cabinet.
Challenges
A major challenge emerged during the project due to the cloud platform’s restrictions on sending emails from one account to another. This posed a hurdle in automating the process completely. However, our professionals effectively tackled this challenge by strategically changing the email IDs and planning a way ahead with a workaround that ensured the smooth automation of transferring the GL report.
Customer Success
This custom plugin implementation brought several positive outcomes to our client. It saved considerable time in transferring data but, much more importantly, also helped introduce a more efficient method of visually assessing GL data within their GCS account. Furthermore, reports were also stored safely in the file cabinet, thus becoming an easy reference point for the CSV-formatted data uploaded to GCS.
• Time saved through automation led to enhanced operational efficiency.
• Data errors and redundancy rates are minimized as no manual upload of data is required.
• Convenient file cabinet storage provided reference points for uploaded data.
Key Achievements:
• Reduced manual tasks by 80%
• Backup system in place for exported data
Way Forward
The integration of NetSuite GL reports into the GCS account eliminated a major obstacle for our client. With this automation, the chances of errors in such processes were minimized, leading to greater efficiency and accuracy in handling financial data.
Are you looking to automate your business operations? Our expert team is ready to assist you and will suggest the best methods to optimize your operations. Feel free to reach out to discuss your specific needs.
