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Troubleshooting Delays in Downloading Products and Customers from NetSuite to Webgility Desktop

This article helps Webgility Desktop users resolve issues with slow or stuck data downloads from NetSuite, including products, customers, and other information. These issues often occur when handling large volumes of data or due to specific configurations within NetSuite subsidiary settings.

If you're experiencing slow or stuck data downloads for products, customers, or other information from NetSuite to Webgility Desktop, this article will help you understand and resolve the issue. This often happens when dealing with large amounts of data or specific configurations within your NetSuite subsidiary settings.

What You Might Be Experiencing

  • Your product or customer downloads seem to freeze or take a very long time to finish.
  • Your accounts and sales tax items are syncing very slowly.
  • Data syncing works fine after you've applied customizations or filtered your data.

Why This Might Be Happening

  • You might have a very large amount of data (products, customers, tax items, etc.) in NetSuite.
  • Your subsidiary filters might be too broad, causing Webgility Desktop to try and download too much data.
  • Webgility Desktop might be requesting data from NetSuite that isn't actually needed for your operations.

Steps to Resolve the Issue

Step 1: Understand the Affected Data

First, identify which types of data are affected. Are you having issues with products, customers, accounts, or sales tax items? Knowing this will help us narrow down the cause.

Step 2: Check Your Subsidiary and Filtering Settings

Review the subsidiary assignments in both NetSuite and your Webgility Desktop integration preferences. Ensure that your filters are not too broad, as this can lead to Webgility Desktop trying to download an excessive amount of data. If you have any custom filtering logic, please ensure it's configured correctly.

Step 3: Apply Customization for Data Filtering

In some cases, custom settings or code may need to be applied to limit the data fetched from NetSuite. This helps restrict downloads to only the necessary subsidiaries or data sets. Our team works to ensure these customizations improve your download speeds.

Step 4: Monitor and Verify Improvements

After any adjustments are made, we'll monitor the performance using your Webgility Desktop and NetSuite logs. We'll track the time it takes for your product, customer, account, and sales tax item downloads to complete. We'll also ask for your direct feedback to confirm that the syncs are faster after the changes.