Client:
Kaizen
Tech stack:
NetSuite SuiteScript 2.1, SFTP, CSV Processing
Challenge:
Automate the creation of invoices from CSV files downloaded from Sherwin-Williams’ SFTP server.
Solution:
- Developed a scheduled script to connect to the vendor’s SFTP server and download invoice CSV files.
- Processed each file by extracting data and mapping fields such as parts and accounts.
- Created invoices in NetSuite based on the extracted data.
- Implemented a summary email notification to administrators upon job completion.
Outcome:
- Automated invoice creation, reducing manual workload and minimizing data entry errors.
- Improved efficiency and accuracy in processing vendor invoices.
Key Learnings:
- Gained experience in SFTP integration and secure file handling within NetSuite.
- Strengthened understanding of data mapping and validation for structured invoice automation.
Tagged Case Studies, Project Management, Tech Tutorials