Kolleno supports syncing files directly from NetSuite into the Files from ERP section on each customer profile.
These files are pulled from file-type custom fields set up in your NetSuite account. The file field can be configured on either:
The Customer record
The Invoice record
Once set up, any files added to these custom fields in NetSuite will automatically appear in the Files from ERP section in Kolleno.
You can download files from the Customer Record on that page. For Invoices specific files, you will see here the list but to download you will need to go to the specific invoice.
⚙️ Setup Required: This feature is not enabled by default. To configure this, please contact Kolleno Support. Our team will handle the integration setup and ensure the correct NetSuite fields are linked.
For most users, manual uploads via Uploaded Files are sufficient.
However, if your team regularly stores key documents (e.g. contracts, signed invoices) in NetSuite, this sync can help streamline access and visibility.