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NetSuite: Import Balances

Description

Section titled “Description”

Imports account balances from NetSuite over your NetSuite connection into a project table — a trial balance you can build reporting on. Pick the connection, name a target table, and set the period and subsidiary; the step pulls the balances and writes them, with no SuiteQL to author or maintain.

This is one of the canned NetSuite import steps. Each runs on a shared read layer that refreshes the OAuth token, pages through large results, and retries transient errors for you, so a full-year or all-subsidiary pull comes back complete without hand-tuning. For a transaction-level pull, use NetSuite: Import GL Detail; for accounts, subsidiaries, and other lists, use NetSuite: Import Master Data.

Configuration

Section titled “Configuration”
Field Required Notes
NetSuite Connection Yes The NetSuite connection to read through, filtered to connections of type NetSuite.
Target Table Yes The project table the balances are written to. It is overwritten in full on every run.
Start Date No The earliest date to include, YYYY-MM-DD, inclusive. Leave blank for no lower bound.
End Date No The latest date to include, YYYY-MM-DD, inclusive. Leave blank for no upper bound.
Subsidiary No A NetSuite subsidiary internal ID to restrict the pull to one subsidiary. Leave blank for all subsidiaries.
Section titled “Related”