Integration

NetSuite File Cabinet → SharePoint Migration

Metadata-aware migration with transaction linking for document governance.

Project Size

1 engineer

Timeline

4 weeks

Technologies

NetSuite REST API, SharePoint API

1Challenge

NetSuite File Cabinet had grown unwieldy with years of documents. Storage costs were high, search was poor, and documents weren't properly linked to transactions.

2Requirements

  • Migrate all documents to SharePoint
  • Preserve NetSuite transaction links
  • Maintain folder structure and metadata
  • Enable SharePoint search across documents
  • Reduce NetSuite storage costs

3Solution

We built a migration tool that extracts documents with full metadata, recreates the folder structure in SharePoint, and maintains bidirectional links to NetSuite transactions. The solution runs incrementally to handle ongoing document uploads.

Key Features

Metadata Preservation: All document properties maintained

Transaction Links: Bidirectional NetSuite ↔ SharePoint

Incremental Sync: Handles ongoing document uploads

Search Ready: Full-text search in SharePoint

4Results

Migrated 50,000+ documents with zero data loss
Reduced NetSuite storage costs by 70%
Document search time reduced by 90%
Better governance with SharePoint policies

5Conclusion

The migration freed up NetSuite resources while improving document accessibility. Teams now find documents in seconds instead of minutes.

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