Setting Up Fetch File Job Type Parameters

Set up parameters for the Fetch File job type.

To set up job parameters for the Fetch File job type:

1. Go to NetSuite EPM > Account Reconciliation > Manage Jobs.

2. On the Account Reconciliation: Manage Jobs page, do one of the following:

   • In the list of jobs, click Edit next to a job of your choice.

   • If you do not see the job in the list, and you have the Administrator role, click the Add Job button. Then, follow steps 3 through 6 in Adding a Job in NetSuite.

3. Click the Job Parameters subtab, and do the following:

   1. From the Connection Name list, select the SFTP connection that this job should use to upload files. The list includes connections that you have previously created as described in Configuring External Connections.

   2. In the Download Files from Folder field, specify the path to the folder on the SFTP server from where you want to download files. For example: bank1

      Note:

      The entered path should not start with a forward slash (/) character.

   3. In the Filename to Download field, specify a filename pattern for files that this job should download. You can use the asterisk (*) wildcards to match any character sequence. For example: dailytrans*.csv

   4. (Optional) In the After Download Move Files to Folder field, specify a path to the folder where you want to move successfully downloaded files. For example: bank1/Archive

      Note:

      The entered path should not start with a forward slash (/) character. This should be a subfolder that is relative to the folder path specified in Download Files from Folder.

   5. In the Upload Files to Folder field, specify a path to the folder in your Account Reconciliation application where you want to upload the downloaded files. For example: Inbox/bank1data

      Note:

      The entered path should not start with a forward slash (/) character.

   6. (Optional) In the Filename to Upload as field, specify a name you want to use to rename the file before uploading to your Account Reconciliation application. For example: bank1file.csv

4. Click Save.

Related Topics

Adding a Job in NetSuite

Setting Up Data Load Rule Job Type Parameters

Setting Up Import Balances Job Type Parameters

Setting Up Import Currency Rates Job Type Parameters

General Notices