The download configuration is connected with one connection configuration and allows the user to download specific files from the SFTP location to NetSuite.
The download Action Configuration allows you to download files from a certain SFTP server. On the Download Action Configuration, you can set up multiple settings to determine which files should be downloaded and what the integration should do with the files on the SFTP server and trigger a potential CSV import. A Download Action Configuration is connected with one Connection Configuration. You can create as many Download Action Configurations as needed to achieve segmentation in the downloads and actions.
Create Download Action Configuration
Navigate to Setup > SFTP Connector > Download Action Configuration > New. To set up the download action you need to fill the following fields:
|Provide a unique name that easily identifies the purpose of this download configuration
|Select here the Connection Configuration which is used to download files
|Optional, can be left empty
|Provide a path to the directory on the server where files are placed. If files are located in the home directory of the server that you’re trying to connect, then simply populate “/”. The path must be relative to the Directory specified in the SFTP Connection Configuration
|DOWNLOAD ONLY IF NAME MATCHES PATTERN
|Mark this checkbox if you want to download files only if the file name follows defined naming convention. (If you want to download all files from the server, then leave it blank)
If you marked the checkbox DOWNLOAD ONLY IF NAME MATCHES PATTERN, then define here the naming pattern for the files that need to be downloaded. You need to use RegEx to specify a naming pattern. Files that match the pattern are displayed in red in the section "REMOTE FILES"
For example, if the file name is "P.00937475918.008.C053.039756.DAT" and we would like to download it only if it contains "C053", then the following regex expression works: ^.*C053.*$
A user might have multiple statement files with different name conventions under the same download directory. It might be the case, some of them should be downloaded and some ignored. Accordingly, multiple rules can be created within the same Download Action Configuration using "|" which means OR.
Example: a user has these files in the server's download directory CAMT.053, CAMT.054, BAI2 and CSV, but downloaded should be all statements apart from the CAMT.054. In this case, the following Naming pattern can be defined:
|ID of the folder in the File Cabinet where you want to store the downloaded files
|May be left empty. However, you can choose from the dropdown, how the downloaded file should be named
|May be left empty. However, you can choose from the dropdown the type of the downloaded file
|Remote Action for Downloaded File
|The downloaded file can be deleted or moved to another folder on the remote server
|Move File to Path
|If "Move remote file" is selected in the previous field, then the file will be moved to the path set in this field
|REPLACE EXISTING WHEN MOVING FILE
|Mark this checkbox if you want to replace the existing file on the server
|CREATE RECORD AFTER EACH FILE DOWNLOAD
Mark this checkbox if you want to create a custom record every time the file is being downloaded
|Record Type To Create
|If you marked the checkbox in the previous point, then specify here the internal ID of the record type to create after download
|Record Field To Store File
|Field on the record to create in which the downloaded file is stored
|Record Creation Template
|Set fields on the record to create according to this template (JSON structure)
|TRIGGER CSV IMPORT
|Mark this checkbox to trigger a CSV import once a download is completed
|CSV Import ID
|If you marked the previous checkbox, then populate here the ID of the saved CSV import, which should be triggered
Click save when you populate all fields relevant to your Download Action.