How to Link NetSuite Customer Records to SharePoint Folders for Basic Access

The following steps outline a basic approach for linking NetSuite customer records to SharePoint folders. It is important to note that this method involves manual processes and utilizes an 'Inline HTML' field, which has known limitations regarding label display and is explicitly stated to not be supported on standard forms with a new user interface in a future NetSuite release. More robust and automated NetSuite-SharePoint integration solutions, such as custom SuiteScript with Microsoft Graph API, iPaaS platforms (Celigo, Workato), or Power Automate, are available for advanced requirements.

1. Create a Custom Field for SharePoint Folder Name:Create a custom free-form text entity field on the Customer record. This field will store the specific folder name for each customer in SharePoint.Example Field ID: custentity_sharepoint_folderExample Field Label: "Customer Sharepoint Folder Name"

2. Create an Inline HTML Field for the SharePoint Link:Create an 'Inline HTML' field, intended to display a link to the SharePoint folder. Note that 'Inline HTML' fields do not support labels, meaning the intended label (e.g., "Sharepoint iframe") would not display as intended. Configure this field with a formula that dynamically constructs the SharePoint link using the custom folder name field.Example Field Label: "Sharepoint iframe" (Note: This label will not display)Formula:

'<a href"http://sharepointlurl/'||{custentity_sharepoint_folder}||'/Forms/AllItemx.aspx">Sharepoint Link</a>'

This solution relies on the following manual processes:Each customer folder must be manually created in SharePoint.The corresponding SharePoint folder name must be manually entered into the custentity_sharepoint_folder field on the respective NetSuite Customer record. This data can also be imported via CSV.