generate-netsuite-template
CommunityPre-fill NetSuite upload templates quickly
Authorclenisa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Creates a ready-to-fill NetSuite upload template pre-populated with valid account codes, account names, and program mappings so users no longer need to manually look up dimension keys before staging uploads.
Core Features & Use Cases
- Pre-populated rows: One row per account with columns for period, account_code, account_name, amount, master_program_id, and program_name.
- Format options: Export as XLSX with header formatting or as CSV for simpler ingestion pipelines.
- Program filtering: Optionally include only programs that match provided substrings to create targeted upload files.
- Use case: Prepare a monthly NetSuite staging file for ReturnPro by generating a template for the target month that contains all valid FK references, reducing upload errors and manual lookup time.
Quick Start
Use the generate-netsuite-template skill to produce a pre-filled XLSX NetSuite upload template for the month 2026-01 and save it to your Downloads folder.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: generate-netsuite-template Download link: https://github.com/clenisa/optimal-cli/archive/main.zip#generate-netsuite-template Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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