NetSuite and FTP: Monthly Inventory Valuation CSV Template
A monthly roll-up that pulls item valuations from NetSuite, writes them to a CSV file, and drops that file into an FTP archive so finance always has a clean month-end snapshot.
What It Builds
A Schedule trigger fires on the first of each month and a NetSuite Connector node queries current item inventory valuations. A CSV node formats the rows into a file, then an FTP node uploads it to a dated path on your archive server. The result is a hands-off month-end valuation report that lands in the same place every cycle.
The Prompt
Paste this into Miraxa and it builds the workflow, connecting the tools for you:
Build a workflow that runs on the first day of every month, queries NetSuite for the current inventory valuation of every item (item name, SKU, quantity on hand, and total asset value), writes the results to a CSV file named inventory-valuation-{month}.csv, and uploads that file to the /reports/inventory folder on our FTP server.Connectors Used
- Schedule trigger - runs the roll-up on a monthly cron in your timezone.
- NetSuite - reads item inventory valuation records.
- CSV - turns the rows into a downloadable file.
- FTP - uploads the file to your archive server.
Customize It
Change the cron in the prompt to run weekly or quarterly, swap the /reports/inventory path or filename pattern, or add or remove CSV columns such as average cost or location. You can also filter to a single subsidiary or warehouse without writing a second prompt.
Tips
- Give the NetSuite connection read access to inventory and item records so the valuation query returns every line.
- Use a date token in the filename so each month archives separately instead of overwriting.
- Run the NetSuite node in Direct mode for an exact, no-AI-cost query when the report shape is fixed.