NetSuite CSV vs XLS vs XLSX export format differences and when to use each

using Coefficient excel Add-in (500k+ users)

Understand NetSuite export format differences between CSV, XLS, and XLSX. Learn when each format works best and how to avoid compatibility issues.

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Understanding NetSuite’s export format limitations helps you choose the right approach for your data needs. Each format has specific use cases, but all have drawbacks that modern solutions can eliminate.

Here’s when to use each NetSuite export format and how to get better results with live data connections.

Skip format selection decisions with live data connections

While NetSuite offers CSV for simple data transfers and XLS for formatted exports (though it’s actually XML), Coefficient eliminates format selection decisions entirely. Live connections to NetSuite and NetSuite provide full formatting and data types without static export limitations.

How to make it work

Step 1. Choose your data connection method.

Select from Records & Lists for direct record access, Saved Searches for existing search results, Reports for financial statements, or SuiteQL Query for custom data pulls. Each method supports complex NetSuite data structures without format restrictions.

Step 2. Import with full formatting preserved.

Data arrives in your spreadsheet with proper data types, formatting, and structure intact. Numbers stay as numbers, dates as dates, and text as text – no conversion issues or formatting loss like traditional exports.

Step 3. Set up real-time updates.

Configure automatic refresh schedules to keep data current without re-exporting. Your spreadsheet stays synchronized with NetSuite changes, eliminating the need to choose between static export formats.

Get the best of all formats without the limitations

Live data connections provide universal compatibility, full formatting, and real-time updates that no export format can match. Coefficient delivers superior results without format selection decisions. Connect your data and skip export format limitations entirely.

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