Oracle NetSuite file upload

Share your Oracle NetSuite data by exporting and uploading a file

You can share your financial data from this integration using the Intelligent upload method. To do so, click the data sharing link you received via email to open the connection flow.

Next, select your accounting software from the list. Then, follow the on-screen instructions to run, download, and share reports. We summarized these steps below.

Upload your bills

Supported file formats: XLS, XLSX, XLSM, CSV

1. In NetSuite, go to Reports → Purchases → Vendor Bills.
2. Click Filters and set Date From to one year ago.
3. Click Refresh to load the report.
4. Once the report appears, click the Export icon and choose Excel or CSV.
5. Upload the file using the link provided to you.

Upload your suppliers

Supported file formats: XLS, XLSX, XLSM, CSV

1. In NetSuite, navigate to Lists → Relationships → Vendors.
2. (Optional) Set Status to Active to filter current suppliers.
3. Wait for the list to load.
4. Click the Export icon and choose Excel or CSV.
5. Upload the file using the link provided to you.

Upload your payments

Supported file formats: XLS, XLSX, XLSM, CSV

1. In NetSuite, go to Reports → Vendors/Payables → A/P Payment History by Payment.
2. Set the Date range to the last year.
3. Click Refresh.
4. When the report has generated, click the Export icon and choose Excel or CSV.
5. Upload the file using the link provided to you.

Upload your expenses

Supported file formats: XLS, XLSX, XLSM, CSV

1. In NetSuite, navigate to Reports → Purchases → Purchase by Vendor Detail.
2. Set the Date range to the last year.
3. Click Refresh.
4. Once the report is ready, click the Export icon and choose Excel or CSV.
5. Upload the file using the link provided to you.