How to Import Lists Data from NetSuite into Excel

NetSuite Lists contain critical business data that finance teams need for reporting and analysis. But getting this data into Excel can be time-consuming and error-prone.

Skip the manual exports. Connect directly to your NetSuite Lists and keep your Excel workbooks updated automatically.

Step-by-step guide to importing NetSuite Lists into Excel

Step 1: Install Coefficient and connect to NetSuite

First, you’ll need to install the Coefficient add-in and connect it to your NetSuite account.

1. Open Excel
2. Insert Click on thetab in the ribbon
3. Get Add-ins Select
4. Add Search for “Coefficient” and click
5. Once installed, open the Coefficient sidebar
6. Import Data Click

Now connect to NetSuite:

1. NetSuite Selectfrom the list of connectors
2. Enter your NetSuite credentials when prompted
3. Authorize Coefficient to access your NetSuite data

Step 2: Import Lists data from NetSuite

With your connection established, you can now import Lists data:

1. Import from Objects In the Coefficient sidebar, select
2. Lists Choosefrom the available objects
3. Select the specific list you want to import (Customers, Items, Vendors, etc.)
4. Use filters to narrow down your data if needed
5. Choose the columns you want to include
6. Import Clickto bring the data into your spreadsheet

Your NetSuite Lists data will now appear in your Excel worksheet, formatted and ready for analysis.

Step 3: Set up auto-refresh for your NetSuite data

Keep your data fresh with automatic updates:

1. ⋮ Click the(three dots) menu on your imported data
2. Schedule Refresh Select
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Save Clickto activate the schedule

Now your Excel workbook will always contain the most up-to-date NetSuite Lists data without manual intervention.

Available NetSuite data in Coefficient

Frequently asked questions

Take control of your NetSuite data

Importing NetSuite Lists into Excel doesn’t have to be a manual chore. With Coefficient, you can create a direct connection that keeps your data fresh and accurate.

The days of CSV exports and manual data entry are over. Now you can focus on analysis instead of data preparation.

Finance teams using this approach save hours each week and eliminate the errors that come with manual processes. Plus, with auto-refresh capabilities, your reports are always showing the latest information.

Your NetSuite data is too valuable to be trapped in the system. Bring it into Excel where you can combine it with other business data for comprehensive reporting.

Try Coefficient todayReady to streamline your NetSuite reporting?and see how easy it can be to work with your NetSuite Lists data in Excel.