As a Netsuite user, you can use saved searches to create a custom list of values that can be synced to a sample. We can help with mapping your saved search. Here are the steps and notes to consider when building your saved searches.
Creating the saved search
1. In Netsuite, go to Financial > Other > Saved Searches > New
2. The following screen will list all your available Netsuite records for which to create saved searches. Locate the field you need and click on it; for this guide, a saved search is created for the field “Class”
3. Fill out the initial information listed below:
Search Title: Can be left as is but recommend naming it something that would be easy to identify later should you want to make any adjustments.
ID: Field can be left blank, leaving the field blank will allow Netsuite to create it on its own once the search is saved. Otherwise label it as you would like.
Select the “Public” check box: This allows Stampli to import the saved search to your Stampli account once it is mapped.
In the bottom portion, select the filter preference.
For example, you may want to filter the class based on the subsidiary for which it is available.
After the filter is selected, switch to the subtab results and select the fields needed. When selecting your criteria, it is important to rename the header title for the purpose of filtering. If filtering is not needed, skip this portion.
In the edit screen, click on the “Results” subtab.
Under the Results tab, rename the custom label section for each field. The labels should be in all lowercase.
key - The Internal ID of the value on your list.
name - The value/name of each option on the list.
indexer - The filtering criteria - can be Vendor ID, GL Account, Location, Department, etc.
Click save; this will return you to the new saved search menu.
Navigate back to Financial > Other > Saved Searches. Locate the search you created using the search title you selected and share the “ID” with your Stampli contact! That is key to pairing this Search to the information that will be generated within Stampli.
Note: This functionality only exists for Stampli's Netsuite Integration