NetSuite, Stripe and FTP: Invoice Statement Export Template

A scheduled Spojit workflow that pulls open NetSuite invoices, checks their Stripe payment status, builds a statement CSV, and drops it on your FTP server for accounting.

What It Builds

This template uses a Schedule trigger to run on the first of each month. A Connector node on NetSuite lists open invoices, a Connector node on Stripe looks up the matching payment status, and a Transform node plus the csv connector assemble a single statement file. A final Connector node on FTP uploads that CSV to the folder your accounting team watches. The result is a hands-off monthly statement that lands in the same place every time.

The Prompt

Paste this into Miraxa, the intelligent layer across your automation, and it builds the workflow and connects the tools for you:

Build a workflow that runs on a Schedule on the 1st of every month at 6am Australia/Sydney. Use the NetSuite connector to list open (unpaid) invoices, then for each invoice use the Stripe connector to look up its payment status. Build a statement CSV with columns for invoice number, customer name, amount due, due date, and Stripe payment status, then use the FTP connector to upload the file to /accounting/statements/ with a filename that includes the current month and year. If the upload fails, send me an email.

Connectors Used

  • Schedule trigger - fires once a month on a cron schedule with an IANA timezone.
  • NetSuite - lists open invoices with list-invoices and reads detail with get-invoice.
  • Stripe - looks up payment status with list-invoices or list-charges against the customer.
  • csv - assembles the statement file with from-json.
  • FTP - writes the file to your server with upload-file.

Customize It

The obvious knobs to change in the prompt: the cron time and timezone (for example weekly with 0 9 * * 1), the FTP destination path and filename pattern, and the CSV columns you want in the statement. If you would rather receive the file by email than push it to FTP, swap the FTP step for a Send Email node and ask Miraxa to attach the CSV. You can also narrow the NetSuite list to a single customer or subsidiary by naming that filter in the prompt.

Tips

  • Looking up Stripe status per invoice is judgment work, so let that step run as an Agent-mode Connector node with a Response Schema, while the deterministic NetSuite list and FTP upload stay in Direct mode to keep cost and behavior predictable.
  • Match invoices to Stripe using a stable key such as the invoice number stored in Stripe metadata; mismatched lookups are the most common cause of blank status cells.
  • Set the Schedule timezone to your finance team's region so "the 1st" lands on the right calendar day, not in UTC.

Related

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