Excelym NetSuite Document Uploader


Seamlessly & Periodically Extract Your Critical Records (e.g. invoices, sales orders, purchase orders) to the Cloud Repository of Your Choice (e.g. Google Drive, SharePoint, OneDrive, SFTP, Box, DropBox) in Different File Formats (e.g. PDF, CSV, XLS)

Empower your team with instant access to NetSuite documents (invoices, purchase orders, and other PDFs) without having to access through a user license – automatically export your NetSuite files to your own cloud storage – for only $99 per month (prepaid annually), with a one-time implementation cost subject to a detailed scoping.

Note: The one-time implementation cost already includes the effort for historical data migration.

Tired of Manual Downloads and Access Hassles?

Imagine your sales team needing to access a client’s invoice for an urgent query, but accessing NetSuite is a multi-step process they rarely use and lack licenses for. Meanwhile, operations struggle to find a crucial purchase order, buried deep in the system without dedicated NetSuite access. These constant struggles for a quick, straightforward access to vital documents like invoices and purchase orders isn’t just inefficient; it’s a daily headache, slowing down teams and costing valuable time as they navigate complex systems or wait for others to retrieve what they need.

The Excelym NetSuite Periodic File Extractor/ NetSuite Cloud Save solves this. We automate the periodic export of your NetSuite records directly to your preferred cloud platform, ensuring everyone has the information they need, when they need it.

Why Choose Excelym NetSuite Document Uploader?

1. Automate NetSuite Document Exports 

Export NetSuite files directly to your preferred cloud repository, eliminating the need for costly NetSuite user licenses. Automate scheduled exports of invoices, purchase orders, and more—set it once, and let it run.

2. Instant File Conversion 

Automatically convert NetSuite documents into PDF, XLS, or CSV formats. Your teams can instantly view, analyze, and share data without needing NetSuite access.

3. Seamless Cloud Integration 

The uploader integrates effortlessly with major cloud platforms, including: 

  • Google Drive 
  • SharePoint 
  • OneDrive 
  • Dropbox 
  • Box 
  • SFTP 

5. Key Features:

  • Automated Periodic Upload: Schedule regular uploads of any printable NetSuite document (e.g., invoices, sales orders, purchase orders).
  • PDF Conversion: All documents are instantly converted and saved as universal PDF files or XLS or CSV.
  • Flexible Cloud Integration: Seamlessly sync with Google Drive, SharePoint, or other cloud repositories.
  • Dynamic/Smart File Naming: Customize file naming conventions for effortless organization and retrieval.
  • Robust Reliability: Features fault-tolerance, error handling, and automatic re-runs for uninterrupted service.

How It Works

  1. Schedule Automatic Exports
    Set up recurring exports of any printable NetSuite document. Define the frequency and let the system handle it from there.
  1. Choose Your Formats
    Export documents in PDF, XLS, or CSV formats based on your team’s needs.
  1. Integrate with Your Cloud Storage
    Sync your exports with leading cloud platforms, keeping your documents securely stored and always accessible. 

Excelym NetSuite Document Uploader: Automate Your NetSuite Document Exports

Save time, cut costs, and streamline your workflows with the Excelym NetSuite Document Uploader. Our powerful solution gives your team instant, license-free access to critical NetSuite documents such as invoices, sales orders, and purchase orders. With automated exports to popular cloud platforms and support for PDF, XLS, and CSV formats, managing your NetSuite documents has never been easier.

Ready to streamline your NetSuite document management?

Accessing NetSuite documents can be slow, manual, and restricted by user licenses. Teams often have to wait for others to retrieve simple files like invoices or purchase orders. The Excelym NetSuite Document Uploader solves these challenges, giving your team automatic access to up-to-date documents in your preferred cloud platform. No delays or license restrictions—just fast, easy access to critical files.

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