NetSuite Steps
Workflow steps that read from and write to NetSuite over your NetSuite connection. The canned import steps are the simplest way to pull the common financial and reference data — pick a connection, a target table, and a date range or record type, with no SuiteQL to write.
Import Steps
Section titled “Import Steps”- NetSuite: Import Balances — account balances (a trial balance) for a date range and subsidiary.
- NetSuite: Import GL Detail — general ledger transaction-line detail for a date range and subsidiary.
- NetSuite: Import Master Data — master lists: accounts, subsidiaries, departments, classes, locations, vendors, or customers.
Post Steps
Section titled “Post Steps”- Post NetSuite Journal Entry — post header/line journal entries back to NetSuite.
Custom Pulls
Section titled “Custom Pulls”For data the import steps don’t cover — a bespoke query, or a NetSuite record with no canned step — use the REST Request step against your NetSuite connection with your own SuiteQL. See NetSuite SuiteQL Query Examples.