Import NetSuite Financials

Pull the common NetSuite financial and reference data into project tables with the canned NetSuite import steps — no SuiteQL to write. Three steps cover most pulls: Import Balances for a trial balance, Import GL Detail for the posting-level lines behind it, and Import Master Data for the accounts, subsidiaries, and dimensions those pulls reference. Each runs on a shared read layer that refreshes the OAuth token, pages through large results, and retries transient errors, so a full-period or all-subsidiary pull comes back complete.

Tip

For a bespoke pull the canned steps don’t cover, write your own SuiteQL with the REST Request step — see NetSuite SuiteQL Query Examples. The canned steps below are the simpler option for these common pulls.

Prerequisites

• A working NetSuite connection with view access to the records you want to read.
• A workflow to add the step to.

Pull a Trial Balance

1. Add a NetSuite: Import Balances step to your workflow.

2. Set NetSuite Connection to your connection, and Target Table to the project table the balances should land in. The step overwrites this table in full on every run.

3. Set Start Date and End Date to the period you want, each as YYYY-MM-DD and both inclusive. Leave either blank to leave that end of the range unbounded.

4. To restrict the pull to one subsidiary, set Subsidiary to its NetSuite internal ID; leave it blank for all subsidiaries. (See Resolve internal IDs if you have names rather than IDs.)

5. Run the step (see Running one step in a workflow) and check the target table.

Pull GL Detail

The NetSuite: Import GL Detail step configures exactly the same way — connection, target table, date range, and optional subsidiary — but returns transaction-line detail rather than period balances. Use it to reconcile, drill into, or rebuild a detailed P&L from the postings behind your balances.

Note

Bound the date range to the slice you need. Every run replaces the whole target table, so a scheduled GL pull re-extracts the full result each time — a rolling date window keeps a recurring pull fast rather than re-reading all of history.

Resolve Internal IDs With Master Data

Subsidiary, account, and dimension fields in NetSuite are internal IDs, not names. Pull the matching list with NetSuite: Import Master Data and join it to your balances or detail to add readable names.

1. Add a NetSuite: Import Master Data step and set NetSuite Connection and Target Table.

2. Set Record Type to the list you want: account, subsidiary, department, class, location, vendor, or customer.

3. Leave Include Inactive off to pull only active records, or turn it on to include inactive ones.

4. Run the step, then join its table to your balances or GL detail on the internal ID to carry names onto every row.

Schedule the Pull

For an ongoing feed, schedule the workflow. Because each step replaces its target table in full, a scheduled run always reflects the current state in NetSuite for the period you bounded.

Related

• NetSuite: Import Balances
• NetSuite: Import GL Detail
• NetSuite: Import Master Data
• Connect to NetSuite — set up the connection these steps read through
• NetSuite SuiteQL Query Examples — write your own query for a pull the canned steps don’t cover