How to Import Invoice Data from NetSuite into Excel

Managing invoice data in NetSuite is crucial for financial tracking. But analyzing this data directly in NetSuite can be limiting.

Excel gives you the flexibility to create custom reports and dashboards. The challenge? Getting that data from NetSuite to Excel without the manual export headache.

How to import NetSuite invoice data into Excel

Let’s break down the process into simple steps.

Step 1: Install Coefficient and connect to NetSuite

• Insert Open Excel and click on thetab
• Get Add-ins Selectfrom the ribbon
• Search for “Coefficient” in the Office Add-ins store
• Add Clickto install Coefficient to Excel
• Import Data Once installed, open the Coefficient sidebar and click

Step 2: Connect to NetSuite and select Invoices

• Import from In the Coefficient sidebar, select
• NetSuite Choosefrom the list of connectors
• Log in with your NetSuite credentials when prompted
• Import from Objects Select
• Invoices Choosefrom the available objects

Step 3: Configure and import your invoice data

• Select the specific invoice fields you want to import (e.g., Invoice Number, Date, Amount, Customer)
• Apply any filters to narrow down your data (e.g., date range, status)
• Choose where in your Excel sheet you want the data to appear
• Import Clickto bring your NetSuite invoice data into Excel

Step 4: Set up auto-refresh (optional but recommended)

• Refresh Click on thebutton in the Coefficient sidebar
• Schedule Refresh Select
• Choose your preferred refresh frequency (hourly, daily, weekly)
• Set up Slack or email notifications for important data changes

That’s it! Your NetSuite invoice data is now in Excel, ready for analysis and reporting.

Available NetSuite data in Coefficient

Coefficient lets you access various types of data from NetSuite. Here’s what you can import:

Common questions about NetSuite invoice data

Take control of your NetSuite invoice data

Importing NetSuite invoice data into Excel doesn’t have to be a manual chore. With Coefficient, you get a live connection that keeps your data fresh and accurate.

The days of exporting CSVs, reformatting data, and manually updating spreadsheets are over. Now you can focus on analysis instead of data wrangling.

Financial teams using this approach save hours each week and make decisions based on current data, not yesterday’s exports. Plus, the ability to create custom reports gives you insights that NetSuite’s standard reports might miss.

Try Coefficient todayYour invoice data is too valuable to be trapped in NetSuite. Bring it into Excel where you can truly put it to work. Ready to streamline your financial reporting?and see how easy working with NetSuite data can be.