The Setup Statement & Files retrieval configuration (previously known as Download action configuration) is connected with one Connection Configuration and allows the user to download specific files from the SFTP location to NetSuite.

Introduction

The Statement & Files retrieval configuration allows you to download files from a certain SFTP server. On the Setup Statement & Files retrieval configuration, you can set up multiple settings to determine which files should be downloaded and what the integration should do with the files on the SFTP server after download and trigger a potential CSV import. A Statement & Files retrieval configuration is connected with one Connection Configuration. You can create as many Statement & Files retrieval configuration as needed to achieve segmentation in the downloads and actions.

Create Statement & Files retrieval configuration

Navigate to Setup > ZoneReconcile Setup > Connectivity SFTP > click on View on any of the existing Connection Setups > Navigate to the bottom of the page > Actions > Click on Setup Statement & Files retrieval (in the old installation, the path was known as Setup > SFTP Connector > Download Action Configuration > New). To set up the download action you need to fill the following fields:

	Field	Explanation/notes
1	Name	Provide a unique name that easily identifies the purpose of this download configuration
2	Connection	Select here the Connection Configuration which is used to download files
3	Timeout	Optional, can be left empty
4	Download directory	Provide a path to the directory on the server where files are placed. If files are located in the home directory of the server that you’re trying to connect, then simply populate “/”. The path must be relative to the Directory specified in the SFTP Connection Configuration
5	DOWNLOAD ONLY IF NAME MATCHES PATTERN	Mark this checkbox if you want to download files only if the file name follows defined naming convention. (If you want to download all files from the server, then leave it blank)
6	Naming Pattern	If you marked the checkbox DOWNLOAD ONLY IF NAME MATCHES PATTERN, then define here the naming pattern for the files that need to be downloaded. You need to use RegEx to specify a naming pattern. Files that match the pattern are displayed in red in the section "REMOTE FILES" For example, if the file name is "P.00937475918.008.C053.039756.DAT" and we would like to download it only if it contains "C053", then the following regex expression works: ^.C053.$ A user might have multiple statement files with different name conventions under the same download directory. It might be the case, some of them should be downloaded and some ignored. Accordingly, multiple rules can be created within the same Download Action Configuration using "\|" which means OR. Example: a user has these files in the server's download directory CAMT.053, CAMT.054, BAI2 and CSV, but downloaded should be all statements apart from the CAMT.054. In this case, the following Naming pattern can be defined: CAMT.053\|BAI2\|csv*
7	Folder	ID of the folder in the File Cabinet where you want to store the downloaded files
8	File Naming	May be left empty. However, you can choose from the dropdown, how the downloaded file should be named
9	File Type	May be left empty. However, you can choose from the dropdown the type of the downloaded file
10	Remote Action for Downloaded File	The downloaded file can be deleted or moved to another folder on the remote server
11	Move File to Path	If "Move remote file" is selected in the previous field, then the file will be moved to the path set in this field
12	REPLACE EXISTING WHEN MOVING FILE	Mark this checkbox if you want to replace the existing file on the server
13	CREATE RECORD AFTER EACH FILE DOWNLOAD	Mark this checkbox if you want to create a custom record every time the file is being downloaded
14	Record Type To Create	If you marked the checkbox in the previous point, then specify here the internal ID of the record type to create after download
15	Record Field To Store File	Field on the record to create in which the downloaded file is stored
16	Record Creation Template	Set fields on the record to create according to this template (JSON structure)
17	TRIGGER CSV IMPORT	Mark this checkbox to trigger a CSV import once a download is completed
18	CSV Import ID	If you marked the previous checkbox, then populate here the ID of the saved CSV import, which should be triggered

Click save when you populate all fields relevant to your Statement & Files retrieval configuration.