upload-netsuite

Community

Upload NetSuite exports into ReturnPro staging

Authorclenisa
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Automates ingestion of NetSuite financial exports into ReturnPro staging to eliminate manual parsing, mapping, and inconsistent staging data that slow FP&A workflows.

Core Features & Use Cases

  • Format detection: Auto-detects XLSM/XLSX versus CSV and handles multi-sheet XLSM workbooks with monthly tabs.
  • Parsing & validation: Converts rows to account_code, account_name, amount, period, and source_file, and validates account codes against dim_account.
  • Safe staging: Batch upserts into stg_financials_raw with optional dry-run and activity logging for traceability.
  • Use Case: Ingest a quarterly multi-tab NetSuite workbook or a single-month CSV to prepare data for budget projections and anomaly detection.

Quick Start

Run optimal upload-netsuite with the --file path and optional --month to parse and load a NetSuite XLSM or CSV into ReturnPro staging, using --dry-run to validate without writing.

Dependency Matrix

Required Modules

None required

Components

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: upload-netsuite
Download link: https://github.com/clenisa/optimal-cli/archive/main.zip#upload-netsuite

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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