Essential Integrations and Automation for Every NetSuite User with Celigo Integrator.io

Most companies using NetSuite use a variety of different applications across the business — everything from apps that manage departmental processes to apps that enhance productivity and collaboration. As a result, many NetSuite users spend hours manually moving information or coding custom API connections between NetSuite and a fragmented set of applications — time that is unproductive and unfulfilling. 

Celigo has helped thousands of NetSuite users solve this problem with the integrator.io platform (iPaaS) and suite of prebuilt Integration Apps and connectors. Join us as we discuss common use cases that you can quickly create with the Free Edition of integrator.io, such as:

  • Scheduling ongoing file transfers to/from an application from/to a FTP server
  • Automatically sending data from a database to/from an application
  • Automating messages based on status changes of sales opportunities, support tickets, employee status, etc
  • Automating NetSuite data updates (e.g., NetSuite Orders to Customer Deposits, Orders to Cash Sales, Orders to Invoices, etc)
  • Offloading NetSuite File Cabinet
  • Connecting to Slack, Snowflake, JIRA
  • And many more

Register now to learn about the top integrations that NetSuite users have created using the integrator.io platform.

Full Webinar Transcript
Good morning to everyone. I am the VP of Strategy at Celigo. I’ve been working with NetSuite for, gosh, it’s over 15-plus years now and 13-plus working in the partner ecosystem. So my experience with NetSuite and integration go back quite a few years here. And I’m also joined on our team by Kelly Izer, one of our Senior Solution Consultants. Yeah. Hello, everyone. Kelly Izer, Solutions Architect here. So I’ve been here probably about eight years now at Celigo. Prior to joining Celigo, I actually worked at a company where I was a NetSuite admin for an omnichannel company for about 15 years. So, all in all, I’ve been working with NetSuite and integration for a little over 20 years now. So, hello. All right. Thanks, Kelly. So today, what we’re going to talk to everybody here about and also show you are some essential integrations and automation for NetSuite users. And our goal here is to start with some really basic stuff that we hope that everybody here will leave the webinar today feeling like, “Hey, I could do that. I could build an automation on Celigo iPaaS platform.” So with that, looking forward to walking everybody through a few things here. We’ll give a basic background on Celigo to get started. Then will hand it over to Kelly to get in and actually show you some of these things, how our platform works, and what you can accomplish. And then, from there, we’ll take a look at some more complex integrations and some options there as well. So many of you are probably already familiar with Celigo. But in case you’re not or you’re not sure exactly what we do, it’s a fair question. What does Celigo do? And at our heart, we are an integration company. So we facilitate customers to quickly integrate and automate their business processes across any application. We have a large set of pre-built connectors, as you can see in this slide. Those logos are all solutions that we have a pre-built connector in some way. But beyond that, we can connect to anything through our universal connectors. So Celigo, at a glance, one of the things here is that we are the most prominent NetSuite integration partner out there. We have over 3,500 NetSuite customers and have been working in the ecosystem for too many years to count at this point. At the core of the platform, we are an integration and platform as a service, and that’s the foundation behind everything that we do in all of our products. We are a horizontal application. So we serve all the NetSuite verticals. We’re not focused on a particular business vertical or anything like that, but our tools are meant to enable any type of business to automate and integrate their solutions. From our history working with NetSuite customers, we have a large library of pre-built integrations through several applications, Salesforce, Concur, HubSpot. Multiple e-commerce applications including Shopify, Magento, support solutions like Zendesk and there’s a full listing of those that are available on our website. Another thing about Celigo that’s worth noting and many of you have used before is our CloudExtend brand and that’s what we call our productivity tools that have plugins for Excel, Gmail, Outlook and those are also part of our Celigo solutions. And then a key thing here is that everybody can use Celigo for free. We have a free edition that’s available. It is functionally the exact same product as we provide our paying customers. You can go and build a flow and have one flow in production that we don’t charge for and gives everybody the opportunity to go out, use some of the things they see here today and hopefully simplify your life a little bit and automate something. So when it comes to automation in NetSuite and around your business processes, there’s multiple options and [inaudible] enter in with growing businesses and some of the ways to approach things. We often see SuiteScripting used as an integration technique. And we’re going to show some– do a little bit of a compare and contrast here between using an integration platform. We’re all huge fans of SuiteScripting. I feel like it’s one of the standout features of NetSuite, the flexibility it brings, the platform to customize and adapt. The platform is simply amazing. That said, it’s got pluses but it also doesn’t necessarily meet all the needs when it comes to integration. So you can build some things, you can do some simple integrations and that’s often a very viable technique to get started. But once you get beyond some basic integrations or you have more than just a handful, you run into some limiting factors. We see that with reliability simply because using something, a platform like Celigo that’s dedicated to the purpose of integration, is going to bring you a higher baseline of functionality around that integration and you’re building on a base of code that has 3,500 customers using it. And so bringing in another level of reliability far beyond what you could build yourself in the platform. With that includes scalability. The other thing is having an integration platform brings you consistency to the approach so this gets more important as you integrate more and more applications. You also suddenly can have dozens of applications integrated. And if every integration is done in a slightly different way, it’s built on a coding based approach, you end up with a lot of inconsistency and that can cause a lot of headaches down the road. And on top of that, what a platform brings is stronger monitoring and visibility into exactly what’s happening to the data, how it’s flowing, and also facilitating retries out of the box so we’ve mentioned integration platform as a service a couple of times here. And we refer to that as an eye pass for short. And what is that really here? An iPaaS is a tool that standardizes how applications data are going to connect across your organization. Our eye pass product integrator IO is a cloud based platform to serve as the basis for your integrations. You build your integrations between your SaaS systems and anything else, whether it’s on prem, anything else you may connect. And this is the modern paradigm for integration. So while a few years ago, it was very common to talk– when I would talk to customers when I was in the consulting business, “Hey, we’ve built this integration internally and they’ve hand coded something up”. Where the world is moved is it’s just like nobody builds their own accounting system anymore. Integration is moving in the same way and utilizing an eye pass is the industry– is becoming the industry standard approach because it’s simply the fastest and most efficient way to build out integrations and automate your enterprise. By leveraging an eye pass, you get to utilize pre-built templates and connectors that dramatically bring down the initial injury point as far as moving things forward. It also greatly addresses data governance and compliance as well as lowering the cost of a maintenance So one of the big standout features of Celigo solution is where an iPaaS plus. And when it comes to the NetSuite ecosystem, that plus part is really important. We have by far the richest NetSuite integration solution out there. And that’s facilitated by the suite app that our teams have built over the years that gets installed in your NetSuite account and that’s the basis for our integration. And that’s a very key thing. It gives you a tremendous amount of NetSuite specific functionality around your integration. So not only have that base bypass, but you have everything at your disposal that our suite app brings. It gives you that reach into NetSuite and a lot more capabilities. What that enables you, it allows you to trigger real time flows. So an example would be maybe updating a sales order and having that push out in very, very quickly, what I like to call kind of near real time, how that triggers and pushes out to an external system, say your CRM, for example. Along with that, we have our NetSuite assistant which is a very, very intelligent form mapper and gives you a great visibility that speeds up your mapping process from NetSuite. The functionality around dynamic lookups is also richer. Any time you’re moving data, you’re going to have to keep things in sync. Often do a lookup based on a name to translate into an ID. And our suite app and our NetSuite connection enables you to do that in a much more efficient manner than some other options out there. And then you add that on top of the pre-built integrations and templates and you get a lot faster results compared to some other techniques and products out there. System common types that NetSuite integrations will look– what we often see is NetSuite being at the heart, like a best-of-breed landscape. So NetSuite’s at the hub, and then adding on different functionality around CRM, adding maybe a CRM app at some point that’s a dedicated CRM, maybe a best-of-breed support solution at some point, depending on your vertical, maybe adding in another e-commerce platform, for example. We see that those are very, very reliant on integration from the beginning. And that’s one of the areas where we can come in and help, and our platform can connect those. We also see a lot of data being siloed out and sometimes static data separated out from it needs to be. And again, that’s a key need for integration. And third one here is a use case that we see of high level use cases triggering external actions. So that might be a transaction getting process in the system, and now you have to push it to another system for fulfillment, say, software licensing. And that’s where integration could come in. And might be something manually done, but once you automate, you could see a lot of gains from efficiency. So we’re going to hand it over to Kelly here pretty quick to look at a couple of common use cases. But the first one we’re going to take a look at is something really basic, a saved search, taking save search and NetSuite and generating a file and FTPing that to a destination. And then building upon that and again, taking some data and NetSuite and pushing that to an HTTPS service, which in this case would be Slack to create a notification. So on that, let’s hand it over to Kelly and get into the good stuff. Hey, thank you very much, Mark. So let me go ahead and share my screen here. Oh, right. You should be seeing my screen now. Celigo’s integrator.io is an iPaaS platform that really allows us to build out integrations between any system in any system out there. A user’s going to have a nice clean environment to manage their integrations in. What’s created? We created these we call integration tiles. They’re basically like folders in a filing cabinet, ways to keep your integrations neat and orderly. The tool also has exception and air management built into it as well as connection management. So if there are any exceptions as data being processed through, we’ll send notifications to an end user. We also monitor the connections, so prior to processing data, the tool will first validate that a user’s connection is online. If it is not, we’ll queue up that data. That way we ensure that there’s no data loss due to a down connection or errant records. So we will get confidence to the user there that their data is going to migrate from one system to another with no data loss. Down in the left-hand side, the user has access to key areas within the tool. And they’ve got access to a help center, so within the help center, they send us thousands of knowledgebase articles around a different topics within the platform. We have a What’s New section. I always like to highlight this because it’s kind of neat because Celigo has managed the integration platform, that means we are responsible for upgrading it, enhancing it. And basically, we’re always making improvements to it. So when we roll out those releases, we’ll post those new features here. Now those releases are hot releases, meaning there is no downtime to an end user for enhancements and upgrades to the platform but we will place the link here so users can go in and see what’s new. The platform also has a support team built around it. So that is accessible via a ticketing system. Then we have a training area called Celigo University, where users, if they choose to– they can go and get more educated on the platform and how it functions and how to build flows and such. Now that being said, this tool can also be used, like I said– It’s a lot like a breaker box in people’s houses. Once everything is wired up and set you don’t have to come in here every day. It just runs. It works in the background and if something happens, then you can go into the tool, address it. But it’s always there, always functioning, and doing what you’ve developed it to do. All right. So now, let’s start looking at what can be done to process data between applications. So if I go in and open up my sandbox integration here, you’ll see it’s a blank slate right now. There have been no flows built. It’s just sitting there saying, “Great. What does a user want to do?” So you’ll see– the first thing that we can go here is– if we go in, I can select Create Flow which is our flow builder. And this is what– if a user is technical enough they can build this themselves. Developers are using our tool to build out integrations. So what you’ll see is, first off, it’s a blank slate. You say, “Great. What are we doing here? What are we integrating?” So in the left-hand side when we select Add Source, you’ll see here, it’s going to open up our source list where you can connect directly to databases, where you can do universal adapters here such as HDTP, FTP sites, AS2. We can also support real-time integrations using webhooks and such. And then down below here, as I scroll down, you’ll see as we start to work with different integration apps we’ll include those into our tool with adaptors that we create. Essentially, what this does is it enables the user to build out integrations using dropdown menus in order to select what functions or actions they want to perform versus having to know how to write the raw API call. And I’ll highlight that here, momentarily. So at a higher level here if I want to go in and say, “Great. I want to start and I want to get some data from NetSuite.” Right? I can go in, I can select NetSuite as my source application. The tools will say, “What do we want to do?” Now, we can support batch based exports, so if I select, I Want To Export Records, you’ll see, it’ll say “Okay. What connection are we connecting to?” If it’s the first time a user comes out here and is building an integration, input the plus, and the tool will actually prompt the user for the necessary credentials or information needed in order to establish that connection. Now, with NetSuite– I always like to highlight this. This is a great thing, is– we actually have the ability, now, to automatically create tokens. So of course, we promote token-based authentication. A lot of times, you use an account– “Okay, where do I have to go? How do I do that?” Well, if a user selects Token-Based Authentication Automatic, our tool will actually go out and create that token for a user, automatically. Now, if they want to go in and create it themselves they also have that ability. You’ll see here by select Manual, the tool will actually ask them for their token ID in secret and such, so that would be available. But the tool will prompt the user for the appropriate credentials. Once a connection is established, you can reuse them. Meaning, I don’t have to create a new connection every time. So here I can say I’m going to connect my Celigo Labs NetSuite account. I can reuse flows. But here, I’m going to build a float from scratch. So the first thing, we give it a quick name NetSuite. So I want to export some records. What we’ve done here, in order to get batch space records, the search tool inside of NetSuite is so powerful. We said we’re not going to try to recreate that it’s such a powerful query engine setting on top of the native NetSuite data set. We said let’s just go ahead and we’re going to take advantage of that. So what we do is we use NetSuite saved searches in order to define what data set is coming out of NetSuite. So for example, inside of my NetSuite environment here, I have a safe search and it’s– let’s see here – called labs. Sales order at line level. And then you can see I’ve got some criteria. It defines what records are coming out. So back here within the tool, if I come in here, I go into my dropdown. This is actually looking in my NetSuite account. And our tool has the ability to see all standard and custom fields and such. But you’ll see if I scroll down here, there’s my save search. If I select that, I then have some additional criteria if I want a group rose and such. But just by going in selecting that safe search right there, we’re going to be able to show you the data set that comes out and a representation of that data there once I select the record type. And this is what I was stating a moment ago. We have access to all standard and custom records. So you’ll see there I’m specifying I want my sales orders. Then there’s my search. Here’s my data set. So now you’ll see this matches my columns here, date, date created, transaction number, status. If I were to look back here, date, date created, transaction number, status. So that’s how easy it is to define what data comes out of NetSuite. You’ll also see here we can export all records meaning, “Hey, every time we run this search, I want all records on that data set.” We can pull deltas. So we can look at only the new records that have been created since the last time that was executed. We can do that once which is basically, it’ll export a record then go set a field on that record stating, “Oh yeah, it’s been exported.” And then we can also do tests where it’ll simply get a single record and execute that. That’s it. That’s how easy it is to define pulling data out of NetSuite. Once that data is exported, we can then transform it. We can also filter it. Meaning maybe I come in here and I say, “Oh I only want the records where–” Let’s see here. Maybe I only want the records with the name. And then you can see we have some operators here, contains or starts with or such. So we could say it starts with and then let’s do A. We could actually go in and do that. So we can add filters. Our tool also has a javascript editor built into it. So there we go. We have a javascript editor. So here, if a user wants to, they can come in, create some javascript directly within the tool and have that working here as well. So once you have your data exported, then you can define where you want to post this data to. So again, we can do database and aggregation, universal adapters, and such. So like here, if I want to take this, I want to go to an FTP directory. I want to go in and I want to put these files into a connection or into a directory. I can do that. Again, you can see I tried to set up my connection. I can reuse that. Again if it’s the first time, the two will actually prompt the user for the appropriate info in order to establish the connection. Then we can define how we want this data to be posted. So here, give it a name. Now here you can see we’ve got some options here. We can also do club exports and such. I’ll highlight some of this in a moment. Here, when we go in CSV into an FTP, we can define what record types we want to use. Do we want to do CSV, EDI, JSON? We have a lot of power here. We can define the directory path for everyone to go. You can find a file name and such. So we can set all of this up and have that all set there. So when I say that, and specify CVS, that’s it. At a very high level, I’ve just developed an integration that’s going to get data from NetSuite and post it out to an FTP directory. So we can give this name and set. Now what I can do here is if I exit out and you’ll see there is my first flow that’s now available here. From this point, you can turn flows on or off. So users have a lot of control over exactly what’s functioning. If this is a batch-based flow, this is where a user has the ability to come in, define frequency. “Oh great. I want this to run every 15 minutes.” They can specify start and end times. They can also specify the day of the week that they want this to be executed on. So basically, you could come in and say, “Great, I want this to run Monday through Friday between 8:00 and 5:00.” Also for any backspace flow, you can run on-demand at any time. At a high level, that’s the premise of how easy it is to build integrations. Now what that can look like is if I go back out here, move you back into my production, you can see here I’ve got several flows I have already set up and created. So we’ll be able to actually show data passing here. So in this regard, I’ve already set up, this is the save search that I had used before I defined my export sales orders. I want to get that specific save search out of NetSuite. When I go into my FTP directory, you can see I’ve already set up. I’m going to use a CSV comma delimited. I already set up my directory path. I’m going to give the files a name, orders, and then I formatted the date. And you can see we can format it specifically. So now what I can do is this list of transactions right here. I want to take that and export it over to my FTP site which you’ll see here. Right now, it’s currently empty here. Just my regular SDN folder. So if I come in here I’m going to execute this flow and what you’ll see is this is going to kick off this flow. So that’s going to put this in queue. And if we just give it a moment it’s going to kick it off and move that data from that NetSuite and post it over to my FTP site for me. Now what I’m going to do is once this is done you have in common use case that we often hear is, “Okay great. I’m glad that that data went out. I want to be notified of it. There’s multiple ways to do that. Number one, if you’re going out, you could build and use– because I’m going to use is– we’re going to use a slack channel. And so what I’m going to do is for all the orders that are exported I’m going to post a notification into my slack channel over there and I’ll show you how an orchestrated flow can be constructed in that manner. So here you can see the tool’s actually showing me each step, it’s going through. Here you can see it’s grabbed the safe search. Now it’s creating those– that file within my FTP directory here. Now, one thing that I always like to highlight too, is we have some options around the FTP is once it’s done processing that record, we can remove it from the folder, we can also move it to a backup directory if necessary. And the reason I’m bringing that up is we’re really trying to give a user a lot of flexibility and control around how and where a user can build these integrations so it really is going to work for their business model and their use case. Right? So we’re going to post that out there. So there you can see right now it’s going to complete, it says that it’s posting my records out there. So now if I go over here to my FTP directory, if I refresh it, you’re going to see– once it’s completed here, just give it one sec. It’s got to complete. I’ll close that out. And this is just finalizing the flow because the other thing that we have here, as these are closed out, is each flow has the ability to cancel it. We also have audit logs which will show you any kind of details around the flow, if changes were made or such to that integration flow there. Yeah, right. We’ll just let this complete here. And, there, it’s now completed. If I can back out here, refresh this. There you go. I now have a CSV file out here with my orders inside of that file. So that’s sort of the start. Very easy. Hey, NetSuite save searched an FTP directory. So let me go in. I’m going to delete this file now. So, let’s delete that. So next, now let’s say, “Oh, okay. Well, I want that data–well, I may have exported it, but now I need to know about it.” So with our searches, we can actually build orchestrated flows. So here is the same step, but now what I did was I came into the end here and I added in a slack notification. So you can add in additional steps, you can simply click on the plus up here, it tells me, “Okay, great. What do you want to do here?” And you come in, you can select your application, you can select your generic HTP, and then what I’ve done here with the slack piece– now, this is where we’ve come in and this is one of our adapters here working with slack. So, you can see the form view. In order to work with slack, all I have to do is select from dropdowns in regards to what I want to do with that system. So here I said I want to go to a chat message and I want to post a chat message. So you can see here, I went in, I’ve defined that. Now, if a developer were here and wanted to see more of the raw view of what’s actually happened, I can switch it over. Now you can see it’s a post-call to the chat message API link. The reason I’m highlighting that is we’re trying to make this a very easy tool to use for anybody, but it is a full blown developer’s tool. So, if a developer does want to get in there and use some of the more advanced features, they definitely have the ability to now that I’ve defined my action, I can now open this up. And this is where I can define my mapping. So for Slack. What channel do I want this posted to? And then here the text message, what do we want to use? Now you can see this gear icon over here, this is where we have the ability to hardcode values, do lookups, and such. Where I specifically want to build my message? So we have the ability to do different functions, we can do averages, if statements. But here, I want to post the transaction number that was coming out and the amount of that order. So I placed that there. So now, what I can do is now if I run this flow, it’s going to do multiple things here. When it passes the data, it’s going to take that data, it’s going to create my file and my FTP directory. And then, here is my Slack channel. You see SDN. It’s currently blank, there’s no messages here. So once this completes, we’re going to post that out. So we’ll give this just a second to post that out. And, again, this does all run in the background. So if a user did have this setup and configured running on a schedule say every 15 minutes, it would simply grab the records from that report, post them out, and basically all the user would have to do is if they were managing their– let’s say they want to look in their Slack notifications say, “Hey, do we get new orders? Or when’s the last time a new order came in?” They could simply manage from their Slack environment there. So here, it’s completing, [inaudible]. And there it is. So now there’s my SDM channel. Here’s the minute ago, created four orders. There’s my message, order number, created for, there’s my amounts. If I go back here, if I look at my directory, if I refresh this, there’s my order file. So now you can see that’s very easy. From there, we can keep building and we can build out integration flows to do whatever we need in order to move that data. So that’s a pretty simplistic use case right there. We went in, we exported NetSuite save search. Then we export that save search and posted that data out there into a Slack channel. We can also support other types of integrations here. So let’s say somebody wanted to get some orders and create a record inside of NetSuite. That’s what we’ve done here is basically what I’ve got is I’ve defined, I went the opposite way. So I’m going to go to an FTP directory and there’s a CSV file. Inside of that file are my orders. And you’ll see here if I go to import files, you’ll see here is my sample order file. So if I just open that up here real quick. There you go. So you see I’ve got a [inaudible]. There’s four orders in here. One, two, three, four orders. So a couple have multiple lines and such. So what I’ve done is I said, “Great, we’re going to go out here. We’re going to pick up that file. When I get that file, I want to bring this into NetSuite.” And the post records in the NetSuite, it’s very easy to come in just like the export I defined what record type I want to work with. Then here I can say, do I want to do an ad? Do I want to do an update? Do I want to do an ad or update? So I really have a lot of control there. If I go under advanced here, we also can define– some advanced things here like back size limits and how many records you want to process at once. So if there’s any questions there around there’s more advanced features we’ll be glad to answer those. But then, once we define the action, we define how we want to post this data into NetSuite. So here, you can see this is what a field mapping looks like when you post data to NetSuite. Down the left hand side, these would be your FTP fields. So I can select here. And then, I can see my fields here. On the right-hand side, I have– in my dropdown, you can see how long this scroll list is. I have all my available fields from NetSuite or you’ll see this form here. A unique feature to Celigo is we have the form view, which means if I want to map to a particular field like, “Oh, I need to map quantity,” I can simply come in here, select quantity. And boom, it mapped it for me. So it’s very easy to set that up. Just like before, you’ll see here the H represents I have a hardcoded value. So I hardcoded a location for both the header level and line level and such. So it’s very easy for an import to NetSuite to be created. So then again, what we can do is if I execute this, you’ll see it’s going to execute my flow and kick this off for me over here inside of NetSuite. I just had my list here. We’ll show some new orders that are going to pop in here. So we’ll give this just a second. We’ll push that in. Just like before, we have– there we go. So pulled in our file. [silence] There we go. So let’s see. Now, what it’s doing is it’s actually taking those records, going in NetSuite. And it’s going to create these. So again, just give this a second to complete. And as you can see, this is very quick. I think I did a use-case one time where I actually took some data out of NetSuite. So I had some records inside of NetSuite that I wanted to change the price and I wanted to multiply the price of an item by like two, for example. It was about 3,800 records. I actually took that– those records out of NetSuite, performed the calculation inside of Integrator IOs. By using a mapping here, I took– did that where I should do the functions available. I simply did a multiply function by two, and then pushed those records back into NetSuite. And I did– I think it was about 38– might’ve been about 6,800 records in about three and a half minutes. So it’s a very quick and an efficient process there. So you can see we just created four sales orders. If I came in here– I’m going to refresh my orders. And there, you can see that was my last one. Here are those four new orders that I just created. If we view the order, you can see I’ll have all the information populated based off of that mapping that we defined when we set up this flow. So here, there’s my customer. There’s my items- the quantity, the rate. You can see my header level location. My line level location was set. You can see here I populated everything and created that. Let’s see. Another common use case we hear is exporting data from a filing cabinet and posting that out to like an FTP directory, or an AS3 environment, or such. Again, that’s another very common use case that we see. So here, what we’ve done is again, same concept. In NetSuite, I have a safe search that defines what records need to come out of a folder, right? So inside of NetSuite, I had a folder. I called it Celigo labs. Here’s my folder name. Inside of that folder. I have one, two, three, four– I have five files, and you see they’re all different file types: JPEGs, a ZIP file, a CSV, a text file. So what I can do is– my user is like, “Great. I want to get that out of NetSuite. I want to move that from my filing cabinet into another environment.” So what I did is I set up– I said, “Great. I need to go. I’m going to use that saved search to define what folder I want to export,” then I went, and I pulled the files. Now what I did here was when I go into my FTP directory, this is where it says, again, “Do you want to generate files?” I said, “I don’t want to generate files. I just want to take the actual object itself and move it,” so the JPEG or such. I just wanted to move the entire file over, so I’ve set this up. Here, I’m going to post this, and you’ll see here I’m going to post this into my filing cabinet directory there on my FTP site. So let me go ahead and run this. There we go. It’s going to kick off. So we’ll see over here inside of my– close that. If I go back to my filing cabinet folder, you can see, currently, it’s empty. So let’s let this finish executing here. There we go. In progress. You can see there it’s already going in. It’s getting my folder list. Then in that folder, it’s grabbing the files to be exported and just like that it’s almost done. There we go and it got our files. Now, FTP then you can see, it’ll just tell you each step of the way exactly what it’s doing there. Just give it a second. If you’re back here while it’s completing– and there you go. There’s my files. My files have now been exported. There’s my JPEG, my CSV, my ZIP file, and they’re now out in my FTP directory. So that’s another use case that we can do. We can also pull attachments connected to documents– or connected to records and such and move them in or out of NetSuite, so. Finally, and trying to close this up a bit, so we have some time left for Q&A, but another common use case we see is the ability to pull or connect directly to databases. So here, what you can see is we can support integrations to MySQL, Microsoft SQL, Postgres. What we do here with database type integration is essentially we give the user a query editor, right? This is where we basically say, “Great. What do you want to do?” “I’m going to connect to the MySQL environment,” and here you can see I wrote my query, select the customer from, and then I can change the query as necessary. There’s three records where it equaled Taylor, and you’ll see if I remove this and preview– It’s kind of neat. You can actually kind of see the preview of what your tool gets. There you go. Now, you can see I’ve got a longer list of records, and now I have multiple users. There’s content names: Harvey, there’s Taylor, there’s Dave. So you can see you can actually query your database directly from here in order to get your modified records so there’s MySQL. Same thing here Microsoft SQL, select, star from customers where country equals such and such, and we can pull that info out. If you’ve got multiple steps, you can rearrange them by moving them around like I just did there. So then the same thing. I take this out. I’m just dumping it into an FTP directory. Here, I called this database exports and we can execute this flow now. And same thing as before, you’ll see it’s going to show us our export. If I go over here, let’s go back up to my database exports. And it’s going to then generate our file. Now, I left this one in here. I’d done a test earlier a couple of hours ago. So you’ll see I was putting a date stamp so you can see this was done earlier. Then we’ll have here too– have that data populate and have multiple files if necessary. All right. Well, that is essentially how you can use Celigo integrated [inaudible] platform to really facilitate and build out. Many of these common use cases that you see with NetSuite, CSV import [inaudible], working with FTP directories, posting notifications to external channels, and such. Okay. With that, I think that’s sort of the demo here. We can go into some Q and A now if you’d like. Thanks, Kelly. Hey, everyone. Thanks for your questions that you’ve been sending through. I know some have already been answered by the Celigo team. Thank you for that. I do have a few other questions for the team to answer. I’ve gotten quite a few in the panel with regards to is there a plan to have a connector from Microsoft Teams? Oh, that’s a really interesting question. I know it’s under discussion and I can’t speak to the exact timing on that but we’re constantly looking at where we need to build out new connectors and adjusting the priority of those. But I’m sure that’s in the roadmap somewhere. I just don’t know where it sits, whether that’s going to be something we’re going to have in a few months or if it’s further down the road. But it’s interesting to hear this here because we’ve heard that question. I’ve heard that personally come up a couple of times in the last month so I know we’re going to be looking at it closely. Great. Thanks, Mark. So I’ve got a question here from Raul. While created in NetSuite connection with the authentication type is token-based, where do I get the account ID from? That will come from within the NetSuite environment. So you would go into a user’s NetSuite account and I think it’s under company information now but that would come from directly within– yeah. Right. There it is under company information. It comes from within that NetSuite environment. Okay. Next question. Do I need a consultant to do all of this work with Celigo? That’s definitely not the case. In the development of our products, Celigo has really endeavored to make integration accessible for a business user so that it’s not just the domain of a developer. I say it is the same if somebody can manage some basic formulas in excel. They’ve got the generally– kind of have the baseline aptitude and understanding of data to build their own flow and be successful. So definitely, we don’t need consultants to build out flows for you. All right. Thanks, Mark. Next question. Can you create a web query out of a NetSuite search through Celigo? Can you create a web query? Well, what are you web querying? Yeah, I guess it depends on what the point is. I don’t know quite how to answer that one. I want to say yes, but it depends on how the systems that you’re integrating works with. If it has a query engine that’s like the database I was showing you, if you want it– dynamically pass in fields, yes, you can do that. If you’re passing it into an API endpoint where you want to pass in a parameter like, “Get orders and where order ID equals something,” and you want to pass that in, yes, you can dynamically pass variables from a NetSuite saved search export into your next API call or such. To follow up on that question– this one is from Arielle, as you can see it in the chat panel there. She’s speaking of the financial reports web query functionality. Query. Yeah, you got with that one, Mark? Or I’m thinking– Yeah. The web query, I think the functionality she’s referring to is where you take a report out of NetSuite, not a saved search, and then you publish that as a web query. You can open that in Excel and then have that dynamically refreshed. And whether we could pull that in. So Kelly, do you know the details on that? There’s something we might be able to do. Well– Off the top my head, I can’t think of that where we’ve plugged in a– Well, Mark, I’m looking at the question. It’s, “Can Celigo sync data between NetSuite and a web-based–” no. Whoops. Wrong one. I think I’m down too far. [inaudible]. I don’t think so. I mean, web query is a very specific thing. Like you said, it opens up directly in Excel. Now, what I’m thinking Mark, is that’s where our CloudExtend for Excel would come in. You could either directly query that and such and build out. Yeah. That’s a really good point, Kelly, Leveraging the CloudExtend solution for Excel in combination with the web query would then allow, for example, to take data pulled out via web query, manipulate it, and then push it back into NetSuite. Yeah. So that would probably be the best option there. All right. Next question, which you already started, so I’ll finish it. Is there an example on how to import data into NetSuite with SuiteTalk instead of CSV or connecting NetSuite into other systems? Yeah, that would be my use case I was showing there. You don’t necessarily need to use SuiteTalk. Our tool handles the integration. We use RESTlets and such to go in. If you want to use the older [inaudible] version, you can, but that’s where– this is my import. So I’m getting data, and I’m importing it into NetSuite. Right? You can see we take care of that right here. You can bring it in from any system, be it a CSV, be it any other type of an API-based end system, direct from a database, wherever. It doesn’t matter. We can push it into NetSuite in that regard. Yeah, and we can really– Great. We can connect any system to any system. We have very deep hooks into NetSuite, but we’re system-agnostic with our platform. So can Celigo sync data between NetSuite and a web-based spreadsheet, like Google Sheets? Yes. Yes, we can. Okay. That’s an easy one. That’s very rare that we just get that. Do you guys offer training courses? So we offer the Celigo University that Kelly mentioned there a little bit during his demo. And so Celigo University is really structured as an on-demand learning environment. And that’s something we made a big investment the last 18 months into. There are dozens of different videos in there that are done by our team, and they’re all set up in very bite-sized chunks that let you go through a guided learning path. There’s multiple levels of certification. And that’s an excellent option for learning on your own pace and getting up to speed on the platform very quickly. Great. So everyone, we’re almost at the top of the hour. Just looking to see if we have anything else. When sending data into another database system, there was an option for a delta. How is the delta calculated between NetSuite and another system? There are multiple ways to do it. When we’re pulling data from NetSuite, we can use many of the common fields inside of NetSuite, like Date Last Modified. If you’re looking at an inventory field, NetSuite actually has a field for– I think it’s called Last of Quantity Available Modified Date. You can also build a more advanced feature where you build– or use a checkbox, where you can say, “If this field is empty, then get it.” Because you can build orchestrated flows where, after you export the data, you then update the market as having been exported so that then your delta would only pull records in that saved search. So you have options there that are available to you. But the short answer is we use NetSuite fields that are available, such as Date Last Modified and such. Okay. With that, I am going to have us sign off. If anybody has any further questions for Celigo, you can go to suiteapp.com. And Celigo has lots of integrations with NetSuite. You can go and take a look at all of them and hit the Contact Me button, and a Celigo rep will follow up with you right away. You can also email me, and I’ll get the questions over to Celigo. We’ve also got a slide right there. If you want to learn more, obviously, you can go to Celigo’s website as well. So thank you, everyone, for joining us today. Thank you, Mark, and thank you, Kelly, for a very informative and helpful webinar. With that being said, again we recorded the webinar, and we will have it available in some follow-up emails if you want to share it with anyone or if you want to visit it again. Mark and Kelly, thanks for your presentation today. No problem, Cara. Thank you very much for hosting us. And thank you, everyone, for attending. We appreciate the opportunity to share with everyone. Have a great rest of your day. Thank you.

About the speakers

Mark Simon

Mark comes to Celigo having spent the last 21 years in technology. He started his career as a software developer in 1997, building e-commerce applications and custom integrations for several years. He then co-founded and led technology and operations as CTO for Evo, a successful e-commerce company that grew from $0 to $13M in revenue in three years… While at Evo, Mark got his first exposure to the NetSuite ecosystem 15 years ago when he selected and oversaw the implementation and integration of NetSuite for internal use. He then moved on to start a career in consulting with Explore Consulting, an award-winning Solution Provider and VAR in the NetSuite ecosystem. Mark spent the last 13 years at Explore, where he specialized in NetSuite and custom software development, including the last eight years leading the professional services practice as the EVP of Services & Technology before their acquisition by RSM.

Mark has worked with clients across several industries including multiple software clients and publicly traded companies pre and post IPO. His efforts for software clients included designing and developing automated processes for sales order processing, subscription management, and provisioning among others.

Kelly Izer

Kelly joined Celigo over 8 years ago. He has over 20 years in the integration industry, with a focus on helping companies capture the benefits of SaaS platforms with iPaaS.