🔵Netsuite Financials

Overview

The simplest way to connect Netsuite to Drivepoint is to enable nightly automated email reports to an email address specifically created for import into Drivepoint. The below guide details how to configure and enable this connection. If you are interested in a more custom approach utilizing FTP or a Cloud Storage Bucket, please see the guides below and contact your CSM team for support.

Integration Methods

Email Method (Recommended)

1. Step 1 - Find your dedicated Drivepoint x Netsuite email address

   Your NetSuite email address is automatically generated when you add a NetSuite data source in the Drivepoint web app. Navigate to Sources > Add Source > NetSuite and you will see your dedicated email address displayed on the configuration page.

   The format is: netsuite+{your-company-id}@drivepoint.io

   No setup or provisioning is needed. The address is ready to receive reports as soon as you see it in the app.

   Existing customers: If you were set up before August 2026, your email may use the legacy format {companyId}[e-mail]. Both formats continue to work. You do not need to change your scheduled reports.

2. Step 2 - Create Drivepoint as a Vendor in Netsuite To create a vendor record in Netsuite:

   1. Go to Lists

   2. Click Relationships

   3. Click Vendors

   4. Click New

   5. Enter the email from Step 1 above and any required fields.

   6. Click Save.

   Netsuite article on adding vendor: https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N2362161.html

3. Step 3 - Configure Custom Reports

   Configure two new custom reports, based on Netsuite Standard Reports. You will need to customize each report to use a 'monthly' date breakdown. The reports that need customization are:

   1. Income Statement report file should be in CSV format named income_statement

   2. Balance Sheet report file should be in CSV format named balance_sheet

4. Step 4 - Set Up Nightly Delivery to your Drivepoint x Netsuite email address

We will walk you through each of the steps in detail below.

FTP Method

1. You'll need to create a destination on your FTP server where reports will be uploaded from Netsuite. Make sure uploaded report files have proper name and format and are replaced with a fresh ones at the desired frequency:

   1. Income Statement report file should be in CSV format named income_statement

   2. Balance Sheet report file should be in CSV format named balance_sheet

2. Provide us with the following data to access FTP for those reports:

   1. FTP host

   2. FTP port

   3. username

   4. password

   5. directory path on FTP with reports

Direct Delivery via Upload to Cloud Storage Bucket

1. We will create netsuite_reports bucket in your Cloud Storage storage and prepare service account JSON access key that will have access only to that bucket.

2. You can then use provided key to connect your service to netsuite_reports bucket.

3. You can then set up Netsuite reports upload, make sure uploaded report files have proper name and format and are replaced with a fresh ones at the desired frequency:

   1. Income Statement report file should be in CSV format named income_statement

   2. Balance Sheet report file should be in CSV format named balance_sheet

Email Method - Setting up Custom Reports in Netsuite

Custom reports will ensure that the Drivepoint forecasts incorporate the correct Netsuite data and data is synced daily.

Step-by-step Balance Sheet Setup Guide

The balance sheet should look like this sample Balance Sheet. Feel free to keep it open while you are going through the setup guide to compare.

1. Open Netsuite in your browser

2. Click on "Reports" field in the top navigation bar

3. Select "New Financial Report"

4. Select "Balance Sheet" in the view list of all reports

5. Name "Drivepoint Balance Sheet"

6. Click on "Edit Columns" in the header next to "Edit Layout"

7. Select "Accounting Period" in "View by Columns Field"

8. Click on "Preview" to see the balance sheet

9. Navigate to the footer of the balance sheet preview to set the periods

10. "End Of": should say "Custom"

11. "As of": set to earliest month of financial records

12. "Column": should say "Accounting period"

13. Click "Save" in the Financial Report Builder

14. Navigate to the right footer of the balance sheet

15. Click on the "Calendar icon"

16. Select the date of tomorrow as the first day of sending it

17. Select a time at night (2-5am) to send the report to the Drivepoint team

18. Click on the check box: "Run report more than once"

19. Select "Daily Event"; Repeat every "1" day (NO end date)

20. Select Drivepoint as the vendor for the CSV send

21. Click on "Message" in the blue navigation bar next to "Recipients"

22. Type in "balance_sheet" in the message text box

23. Select "CSV" from drop-down menu below the message text box

24. Hit save

25. Double check the scheduled report is showing up by navigating to "Reports" > "Scheduled Reports"

26. You set up the balance sheet report! Move to the income statement.

Step-by-step Income Statement Setup Guide

Most clients have additional dimensions segmenting the financial rows from the account periods. Here is a template of how the income statement with classes should look like.

1. Open Netsuite in your browser

2. Click on "Reports" field in the top navigation bar

3. Select "New Financial Report"

4. Select "Income Statement" in the view list of all reports

5. Name "Drivepoint Income Statement"

6. Click on "Edit Columns" in the header next to "Edit Layout"

7. Select "Accounting Period" in "View by Columns Field"

8. Search for your desired dimension in the search box on the left

9. Drag the class you selected into the table on the right

10. Move left or right to place them in between the financial rows and accounting period

11. Click on "Preview" to see the income statement

12. Double check that you have selected the correct classes

13. Navigate to the footer in the income statement preview to set the periods

14. "End Of": should say "Custom"

15. "As of": set to earliest month of financial records

16. "Column": should say "Accounting period"

17. Click "Refresh" and see any potential updates

18. Click "Save" in the Financial Report Builder to save the "Drivepoint Income Statement"

19. Navigate to the right footer of the income statement

20. Click on the "Calendar icon"

21. Select the date of tomorrow as the first day of sending it

22. Select a time at night (2-5am) to send the report to the Drivepoint team

23. Click on the check box: "Run report more than once"

24. Select "Daily Event"; Repeat every "1" day (NO end date)

25. Select Drivepoint as the vendor for the CSV send

26. Click on "Message" in the blue navigation bar next to "Recipients"

27. Type in "income_statement" in the message textbox

28. Select "CSV" from drop-down menu below the message textbox

29. Hit save to save the scheduled daily report

30. Double check the scheduled report is showing up by navigating to "Reports" > "Scheduled Reports"

31. You set up the income statement report!

LAST IMPORTANT STEP: Navigate to the Drivepoint web-app and click on "Connect Netsuite" on the bottom right. You should see a field that is toggled on to show the live Netsuite integration.

Frequently Asked Questions

Which email should I use for setting up the email integration?

Your NetSuite email address is shown automatically in the Drivepoint web app when you add a NetSuite data source. Go to Sources > Add Source > NetSuite and copy the email displayed on the configuration page.

New customers receive an address in the format netsuite+{companyId}@drivepoint.io. Existing customers may have the legacy format {companyId}[e-mail]. Both formats work and will continue to be supported. If you don't see an email on the configuration page, please contact [e-mail] with the subject line: "Missing Drivepoint Login for Netsuite".

I am not sure where to start with this. What are the basics I should do?!

1. All you really need to get started is to create 2 reports:

   1. Income Statement

   2. Balance Sheet

2. You can always add other reports later and adding extra dimensions for the P&L including class, sales channel, etc., it is not needed for the stage of setting up the integration.

3. Navigate to the "Step by Step Balance Sheet Setup Guide" to get started before continuing to setup the Income Statement.

My data is not showing up in my add-in. What should I do?

Your data will only show up after the first email has been sent from Netsuite. It could therefore take some time to show up. If you still have concerns after 48h, email [e-mail] or speak to your Drivepoint Representative.

I would like to have extra granularity in my forecasting. What should I do?

If you would like to have extra granularity in your financial model Drivepoint supports two extra dimensions (columns) for a Netsuite report.

You will need to:

1. Prepare the report in Netsuite in the format similar to the image below with column B being "Class" and column C being any other extra dimension. Or find the link to the sample Income Statement here.

2. Send the report sample via email ([e-mail] with the subject: "Custom Netsuite Report"), slack your Drivepoint representative or bring it up in the next call with the Drivepoint team so we can properly map those columns to the internal fields.

3. Schedule the report delivery in Netsuite to your custom Netsuite-Drivepoint integration email.