This article is relevant if you are looking to connect Excel to NetSuite
Background
Since serving the NetSuite community since 2008, and working to produce all kinds of options to work with data to and from spreadsheets, it sometimes becomes easy to forget there are built-in gem-like features offered native that are not utilized. Here, the situation is that you exported a NetSuite report to Excel and then you formatted the information to your liking. All good. But then you wanted to get this outcome over and over again without reformatting the sheet every time. Indeed, NetSuite offers little formatting capacities for its Excel report outputs.
However, it may be possible to have one sheet be your data and another sheet be your report output. In this model, the key is to get the data out from NetSuite easily (and I mean no export to CSV and then import). This is where NetSuite’s Report Web Query technology is designed to assist. I suspect many Excel and NetSuite users have not seen this feature — and a little orientation will go a long way. Accordingly, I present to you a 1:13 video produced by one of our senior consultants for how to set this little known advanced feature up.
How to Connect NetSuite to Excel Web Query (1:13)
Click here to directly watch video
Other Excel / Spreadsheet Articles
We have produced a number of innovations around Excel and Google Sheets. Here are a few that may be relevant to you:
- Use Excel to Update NetSuite without CSV, ODBC or Web Services
- How To: Avoid Data Downloads with Excel Formula Based NetSuite Saved Search Queries
- Finally, NetSuite Financial Statements Produced in Excel
- How To: Insert Multiple NetSuite Aggregate Saved Searches to Google Charts
If you are looking to get more out of your NetSuite investment, consider working with a team of professionals that hold high standards for care and understand how to push the NetSuite platform to create satisfactory outcomes. Let’s have a conversation about your challenges.
Marty Zigman
Holding all three official certifications, Marty is regarded as the top NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 30 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.
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Per a Senior Consultant on the Prolecto team:
“I wanted to follow up with you. You indicated that you were unable to follow my instructions due to platform differences. I found the following in testing on my Windows PC:
Both options on my machine are met with a Security warning, but I simply enable (I trust the NS file) and proceed to enter my email address and run the import just as in the video
Hi;
I have a question, how do you keep/make the formatting in the report in Netsuite, match in excel ? That is the issue I am having.
Thank you;
Peter
Hi Peter,
We haven’t seen a way to keep the formatting. But we are pleased we can get to the data under this method. It seems like one of those things that may eventually go away as we don’t see much support for this long-term.
Marty
Good article but how can you pass date parameters since I’ve found the
It’s not flexible enough if it’s more just what is set on the report or relative because use case varies. Said first comment was spam.
Hello Nicholas,
I am afraid I don’t have the answer to this. But this capacity might be valuable:
https://blog.prolecto.com/2019/08/25/learn-how-to-teach-netsuite-to-generate-dynamic-excel-spreadsheets/
Marty