NetSuite – Data Caliper Integration for Custom Reports over SFTP server

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Client Portfolio

A US-based pharmaceutical wholesale distributor company contacted Jobin & Jismi. The purpose was to integrate NetSuite Reports with Data Caliper, a third-party system used for analyzing diverse information. The client has a unique distribution business that offers a different way of delivering generic items to care sites. They also provide special products and services from various manufacturers.  

Problem Statement 

Our client wanted to export NetSuite reports to DataCaliper using an SFTP (Secure File Transfer Protocol) server. Active Contracts, Customer, Item, Receipts, Sales, Purchase, Vendor, and CB (Chargebacks) reports are among the reports that were required to be sent. Along with the reports, they also had to send the Chargebacks reports.

What We Suggested

To fulfill the client’s needs, we devised distinct custom reports through the integration of NetSuite with DataCaliper, the data would be routinely transmitted via an SFTP server. We provided a field to store the chargeback file of the client. This would be retrieved and included with the custom reports. The file will be overwritten each day to save storage space. Our solution comprised of the following: 

1) Custom Reports Creation:

• We have designed unique custom reports for various kinds of files.

• Each report will be generated as a separate file, which makes it easy to organize and access.

• The file names will follow a nomenclature format so that they can be easily identified.

2) SFTP Server Integration:

• Custom reports will be integrated into the DataCaliper system using a designated SFTP server, ensuring data security and making a reliable connection for sharing the data.

• This process will be executed on a daily basis, promoting real-time data updates and accessibility.

3) Chargeback File Storage:

• We have maintained a specific field to store the client’s chargeback file.

• The chargeback file will be included alongside the custom reports for comprehensive data sharing in a single email.

4) Daily File Replacement:

• Chargeback file along with reports created will be replaced on daily basis to optimize space usage and ensure data accuracy.

• This practice avoids unnecessary cluttering and enhances overall system efficiency.

Customer Success

By implementing our solution, the client achieved several key benefits which includes:

• Automated File Generation: Boosted efficiency and accuracy through automatic creation and sharing of reports.

• Organized File Naming: Each report receives a personalized file name for easy identification.

• Daily File Replacement: Files are refreshed daily to optimize storage space utilization.

• Comprehensive Data Compilation: Different records and data are collected and shared in a single email each day.

    • Achieving 99.9% accuracy in data reports.
    • Receiving various records in a single email.

Way Forward

Jobin & Jismi prioritizes customer satisfaction by thoroughly understanding and analyzing the client’s needs, delivering effective solutions, and giving real benefits such as improved operations, centralized data management, automation, and risk mitigation. Based on significant client feedback, we are confident that our collaboration has enabled them to achieve their objectives and lay a solid basis for long-term business growth and profitability.  

If you are looking for a seamless third-party integration with your NetSuite system, look no further. Jobin & Jismi is here to assist you. Contact us now!