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.

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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.

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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.

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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.

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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.

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