Solution Templates for NetSuite
Pre-Built Tools Designed to Work — Right Inside Your NetSuite Environment
Our Solution Templates are native NetSuite enhancements engineered to solve recurring business challenges. These are not off-the-shelf apps. They are production-ready tools developed by our in-house team and deployed in real client environments. Whether you need secure file transfers, CRM-ERP syncing, or smarter file management, these solutions reduce operational friction and improve how teams interact with NetSuite.
All templates are fully native, license-free, and supported by our development team.
Secure, Native File Transfers Without Middleware
ATSOURCE’s SFTP Connector enables encrypted file transfers directly inside NetSuite. It removes the need for external middleware or scripting and supports both inbound and outbound exchange with complete audit visibility.
Key Capabilities
- Native SFTP transfers within NetSuite — no external tools required
- Encrypted and configurable file schedules
- Built-in logging with traceable error reporting
- Included as part of our development services — no extra fees
Common Applications
- Importing vendor inventory or pricing files
- Exporting transaction data for payroll, banks, or logistics
- Automating regular file transfers with external partners
This connector is built for teams that require precision, reliability, and complete control over file workflows in NetSuite.
NetSuite and Copper Connector
Real-Time CRM and ERP Data Sync
The NetSuite and Copper Connector enables seamless integration between your ERP and CRM platforms. Designed specifically for Copper CRM, this solution keeps customer data, leads, and opportunities updated across systems in real time.
Key Capabilities
- Synchronization of contacts, leads, opportunities, and activities
- Native integration with NetSuite — no third-party platforms
- Configurable field mappings to match business workflows
- Enhances collaboration across sales, finance, and operations
Common Applications
- Keeping customer data consistent between CRM and ERP
- Automating the flow of new leads and closed deals
- Supporting finance teams with access to the latest CRM records
This solution ensures data accuracy and removes manual reconciliation efforts between systems.
SuiteDrive
Integrated File Management with Google Drive and SharePoint
SuiteDrive connects NetSuite with external storage platforms such as Google Drive and SharePoint, allowing teams to manage and organize files more efficiently while minimizing File Cabinet usage.
Key Capabilities
- Upload files directly from NetSuite records to external platforms
- Support for bulk file uploads across all record types
- Role-based permission controls for secure document access
- Drag-and-drop file movement between platforms and NetSuite
Common Applications
- Managing documents linked to customers, vendors, or transactions
- Reducing storage costs associated with the NetSuite File Cabinet
- Enabling teams to use advanced search, organization, and collaboration tools
SuiteDrive simplifies large-scale file handling while ensuring documents remain connected to their source records inside NetSuite.
Built for Operational Efficiency
Every Solution Template is developed using the same engineering standards we apply across our client engagements: clean architecture, native integration, and a strong emphasis on long-term maintainability. These tools are designed to work out of the box and scale alongside your business.
Each solution provides:
- Consistent development practices for reliability across use cases
- Full compatibility with NetSuite architecture, reducing the need for workarounds
- Configurable logic and field mapping to reflect evolving operational needs
- No additional licensing or per-user fees, regardless of scale
- Comprehensive audit trails, logs, and built-in error handling
These templates allow your team to move faster, reduce technical overhead, and stay focused on operations.
Our Team Provides:
- Direct access to NetSuite-certified developers with deep implementation experience
- Structured deployment support, from technical setup to business process alignment
- Optional customization, including API extensions, advanced automation, or tailored UI enhancements
- Ongoing support, including updates, enhancements, and assistance as business needs shift
With no hand-offs or external vendors, ATSOURCE ensures every template is implemented with technical accuracy, process alignment, and long-term maintainability in mind.
Implementation Backed by Expertise
Our Solution Templates are supported by the same team that designs and delivers end-to-end NetSuite implementations. From initial configuration to go-live and beyond, your solution is guided by developers who understand both the product and the platform.
Start Streamlining Your NetSuite Operations
ATSOURCE Solution Templates are designed for fast deployment and real operational impact. Whether used out of the box or tailored to your workflows, each one is built for performance, scalability, and long-term value.
Connect with our team to explore how these solutions can support your NetSuite environment.
