> For the complete documentation index, see [llms.txt](https://docs.drivepoint.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.drivepoint.io/data-integrations/netsuite-financials.md).
# 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}-netsuite@bainbridgegrowth.com`. 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:
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](https://docs.google.com/spreadsheets/d/1kHBuef22-2tyReRTDsUgAJhh7D6BhVEGfZa5tIggyvc/edit#gid=0) 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](https://docs.google.com/spreadsheets/d/1zwfo4fTYrCK8HJ-tzMU96pu_Hx_B8P7IbVcfGOB94Xk/edit#gid=0) 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}-netsuite@bainbridgegrowth.com`. Both formats work and will continue to be supported. If you don't see an email on the configuration page, please contact 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](https://docs.google.com/spreadsheets/d/1zwfo4fTYrCK8HJ-tzMU96pu_Hx_B8P7IbVcfGOB94Xk/edit?usp=sharing)
2. [Balance Sheet](https://docs.google.com/spreadsheets/d/1kHBuef22-2tyReRTDsUgAJhh7D6BhVEGfZa5tIggyvc/edit?usp=sharing)
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 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](https://docs.google.com/spreadsheets/d/1zwfo4fTYrCK8HJ-tzMU96pu_Hx_B8P7IbVcfGOB94Xk/edit?usp=sharing).
2. Send the report sample via email ( 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.
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://docs.drivepoint.io/data-integrations/netsuite-financials.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.