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HOW TO: Transfer files with a lookup

Stephen Brandt Documentation Manager Community moderator
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Celigo University Level 3: Master

Background: The binary large object (BLOB) options in the legacy user interface have been replaced with more universal API file retrieval and import settings.

Scenario: A customer wants to sync all Salesforce Closed-Won Opportunities with NetSuite. The business requires also storing a copy of all signed contracts to NetSuite. It would be slow and inefficient to include these large PDFs in every export. 

Solution: Export the needed text fields from the Salesforce Opportunities records. In a separate destination lookup, get any related file objects and then import them into NetSuite with the associated records.

For a complete example, see the new article Example file transfer: Salesforce to NetSuite.

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