Templates / Marketing / Build a report from saved Netsuite search
Build a report from saved Netsuite search
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.
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:
The image below shows the received Netsuite saved search data and a final Google sheets report created from the data:
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.
The overall logic of the workflow is:
The workflow is triggered by a scheduled trigger that runs daily.
A Netsuite Saved Search is launched and a complete record of saved search is fetched.
The received data is looped, using pagination. The loop continues until no more pages are found, and once done loop-1 breaks.
The resulting data from the Search (Current Page) step is stored in a Google Sheet.