Built for NetSuite Users Who Need Smarter Document Storage

SuiteDrive is ideal for teams that rely on NetSuite but struggle with File Cabinet limitations or need advanced file management capabilities.

It’s the right fit for:

  • Finance Teams managing invoices, receipts, and billing documents across multiple records.
  • Sales Teams that need to attach contracts, agreements, and client files to opportunities or customer records.
  • Procurement and Ops Teams storing vendor documents, purchase orders, or delivery receipts.
  • IT Teams looking to reduce storage costs while improving security and permissions across records.

Whether you’re scaling your ERP or streamlining internal processes, SuiteDrive gives you the tools to manage files with ease.

SFTP Connector by ATSOURCE

Core Features

 Netsuite Managed Service Model by ATSOURCE
Choosing your service package

Upload Files from NetSuite to External Storage

Users can upload files directly from NetSuite records to designated folders in Google Drive or SharePoint without ever leaving the ERP system. This native integration reduces the need for downloads, re-uploads, or external document tracking—streamlining workflows and improving document accuracy.

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Multiple File Uploads

SuiteDrive supports bulk uploads, allowing users to upload multiple files at once to external storage. Whether attaching invoices, receipts, contracts, or delivery notes, teams save valuable time by eliminating repetitive uploading and manual file handling.

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Universal Record Compatibility

SuiteDrive works with virtually every standard and custom NetSuite record. Attach files to customer profiles, vendor records, sales and purchase orders, invoices, or even custom transaction types. No additional configuration is required. SuiteDrive dynamically adapts to your existing record structures and processes.

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File Management Made Simple

Leverage NetSuite’s robust permissions structure to ensure data security. Maintain appropriate access levels while ensuring teams view only the information relevant to their role—without compromising visibility or compliance.

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Role-Based Permissions and Access Control

Built with enterprise-grade governance in mind, SuiteDrive uses NetSuite’s permission framework to control who can upload, view, or delete files. Administrators can define access by role or user, ensuring sensitive documents remain protected and only the right team members can take action on them.

How It Works

SuiteDrive integrates directly into your NetSuite records, allowing users to upload, organize, and manage files within the familiar ERP interface—while storing them in Google Drive or SharePoint. Here’s a step-by-step look at how SuiteDrive works in practice:

5-Step process of our Netsuite Staffing
1

Access Any Record in NetSuite

Users open a standard or custom record type (e.g., Customer, Sales Order, Invoice) where they want to attach files.

2

During the job description creation process, we refine our job templates based on the discussion during the discovery call to align with what the client is looking for.

2

Click the SuiteDrive Tab

Within the record, users navigate to the SuiteDrive tab to view any existing documents or add new ones.

3

Upload Files to Google Drive or SharePoint

Users can select one or multiple files to upload. Files are stored directly in the linked external storage folder—automatically named and organized by record type and name (e.g., /Customers/John Smith/).

4

View, Rename, or Delete Files

All uploaded files are listed in a table under the SuiteDrive tab. Users can preview, rename, or delete files from the interface—actions are synced directly to the external storage platform.

5

Control File Access via Permissions

Access to upload, view, or delete files is controlled by user roles and permissions, ensuring appropriate document visibility and security within your NetSuite environment.

6

Migrate File Cabinet Content (Optional)

Admins can access a separate utility to select and transfer entire folders from NetSuite’s File Cabinet to Google Drive or SharePoint—reducing clutter and optimizing storage usage.

Why Use SuiteDrive Instead of NetSuite’s File Cabinet

SuiteDrive offers a modern alternative to NetSuite’s native File Cabinet—delivering greater flexibility, lower costs, and more advanced file handling across your ERP environment. Designed to work seamlessly with Google Drive and SharePoint, SuiteDrive simplifies document storage and unlocks enterprise-grade features for growing teams.

Process First Approach

Lower Storage Costs

NetSuite File Cabinet storage comes with limitations and high fees. SuiteDrive lets you offload documents to scalable, cost-efficient platforms like Google Drive or SharePoint—reducing expenses while expanding your storage capacity.

Guidance on Team Structure

No Licensing or User Fees

SuiteDrive works out of the box without the need to purchase additional user licenses or subscriptions. Teams of any size can upload and access documents without incurring per-user costs.

Workflows and Development process

Better File Management and Collaboration

Cloud platforms like Google Drive and SharePoint are purpose-built for document management. With SuiteDrive, you benefit from advanced search, real-time collaboration, version history, and shared access—all accessible through your NetSuite records.

Collaboration and Knowledge sharing

Scalable for Growing Teams 

Our team brings deep NetSuite domain knowledge, ensuring not just a technical integration—but a business-aligned solution that supports your growth.

Collaboration and Knowledge sharing

Built to Streamline Your NetSuite Workspace 

By offloading bulky attachments from the File Cabinet, SuiteDrive helps keep your NetSuite instance lean and performant—while maintaining full visibility and accessibility of your documents across departments.

Implementation Process: Fast, Flexible, and Fully Managed

SuiteDrive is designed to be deployed quickly and configured to match your current document workflows. The ATSOURCE team will:

  • Scope your record types, folder structures, and permission needs
  • Build the integration directly inside NetSuite using SuiteScript
  • Configure Google Drive or SharePoint paths
  • Conduct end-to-end testing and migration (if needed)
  • Provide documentation and user walkthroughs

Deployments are typically completed in a few weeks with minimal disruption to ongoing operations.

More Than a Connector — Your NetSuite Development Partner

SuiteDrive is part of ATSOURCE’s broader suite of NetSuite-native solutions. Whether you’re looking to improve automation, connect third-party platforms, or reduce ERP costs, we provide end-to-end support tailored to your business.

Our services include:

  • Custom NetSuite development & automation
  • External system integrations (REST, SOAP, APIs, SFTP)
  • File Cabinet cleanup and optimization
  • Workflow design and document strategy

Take Control of NetSuite File Management with SuiteDrive

SuiteDrive helps NetSuite users manage documents more efficiently using cloud storage platforms they already trust. Cut down on storage costs, eliminate version control issues, and simplify file organization across departments — all inside NetSuite.

Discover how SuiteDrive can strengthen your NetSuite environment and empower your teams to manage documents more efficiently—while reducing costs and simplifying everyday workflows.