Saved Search Export Configuration...

Starting with the configuration of Saved Search Export in NetSuite, administrators can set up automated data exports to an SFTP server. This feature allows users to manage various export configurations, which can be essential for data management and reporting purposes.

How to Configure Saved Search Export

To configure Saved Search Export, follow these steps:

Navigate to Saved Search Export > Configuration.
On the Saved Search Export dashboard, click on New Saved Search Export.
Fill in the configuration fields as outlined below:

Configuration Fields

Field Name	Type	Description
`NAME`	Mandatory	Name of the Saved Search Export, displayed in reports and for searches.
`SAVED SEARCH`	Mandatory	The saved search intended for export.
`FILE NAME`	Mandatory	Name of the exported file for storage on the SFTP server.
`DESCRIPTION`	Optional	Brief description of the saved search.
`FILE TYPE`	Mandatory	File type for the exported file.
`GENERATE UNIQUE FILE NAME`	Optional	Checks to append a timestamp, avoiding overwrites.
`INACTIVE`	Optional	Checkbox to ignore this configuration during export.
`FIELD SEPARATOR`	Mandatory	Select the field separator.
`CUSTOM SEPARATOR`	Mandatory	Specify a custom separator if selected.
`WINDOWS-STYLE LINE BREAKS`	Optional	Enables CRLF line breaks in the output.
`UNESCAPE FIELDS`	Optional	Prevents quoting of fields in the output file.
`EXPORT FREQUENCY`	Mandatory	Options include Weekly, Daily, or specific days.
`DAY OF THE WEEK`	Mandatory	Select day(s) for weekly exports.
`TIME OF THE DAY TO RUN AT`	Mandatory	Select the exact time for the export process.
`RUN ONCE EVERY`	Mandatory	Specifies frequency for Time Interval exports.
`AUTHENTICATION TYPE`	Optional	Choose between Public Key or User Credential Authentication.
`PRIVATE KEY`	Optional	Required if Public Key Authentication is selected.
`SFTP KEY USERNAME`	Mandatory	Username for SFTP when using public key.
`PASSPHRASE`	Optional	For the API Secret ID when Public Key Authentication is enabled.
`USERNAME AND PASSWORD`	Mandatory	SFTP server username and password.
`SERVER`	Mandatory	SFTP server address.
`PORT`	Mandatory	Port number for SFTP connection.
`POSTING DIRECTORY`	Mandatory	Path on the SFTP server for storing files.
`ZIP FILE SENT TO SFTP`	Optional	Compresses the file before upload.
`FILE CABINET FOLDER INTERNAL ID`	Optional	ID for File Cabinet where the file stores optionally.
`SAVE TO FILE CABINET`	Optional	Also saves the exported file to the NetSuite file cabinet.
`ZIP FILE SENT TO FILE CABINET`	Optional	Compresses the file before saving to the File Cabinet.

Click Save to complete the configuration.

Important Considerations

Uploaded files must be smaller than 90 MB; File Cabinet exports must be under 10 MB.
Certain fields may become conditionally mandatory based on selected schedules.
- For instance, both DAY OF THE WEEK and TIME OF THE DAY TO RUN AT become mandatory for Weekly and On Particular Days schedules, while RUN ONCE EVERY is mandatory for Time Interval options.

This step-by-step configuration process ensures that users can seamlessly automate their data export operations in NetSuite.

Who This Affects

Administrators: Responsible for setting up and maintaining export configurations.
Developers: Integrating additional functionality around export processes.
Data Analysts: Utilizing exported data for reporting and analysis purposes.

Key Takeaways

Saved Search Export allows automated data exports to SFTP.
Configuration includes various mandatory and optional fields for customization.
The feature supports multiple export frequencies and authentication methods.

Source: This article is based on Oracle's official NetSuite documentation.

Frequently Asked Questions (4)

What authentication options are available for Saved Search Export in NetSuite?

NetSuite offers two authentication options for Saved Search Export: Public Key and User Credential Authentication. Public Key Authentication requires a private key and passphrase for the API Secret ID, while User Credential Authentication uses a username and password.

Are there any file size limitations for file exports to SFTP and the NetSuite File Cabinet?

Yes, files uploaded to an SFTP server must be smaller than 90 MB, and exports to the File Cabinet must be under 10 MB.

How can I ensure that exported files have unique names to prevent overwriting?

To generate unique file names, you can enable the 'GENERATE UNIQUE FILE NAME' option, which appends a timestamp to the file name to avoid overwriting existing files.

What fields are conditionally mandatory based on export schedule in Saved Search Export configuration?

In the configuration, 'DAY OF THE WEEK' and 'TIME OF THE DAY TO RUN AT' are mandatory for Weekly and On Particular Days schedules, while 'RUN ONCE EVERY' is mandatory for the Time Interval export option.

Saved Search Export Configuration in NetSuite