How to Import NetSuite Records Data into Excel

Accessing your NetSuite Records in Excel unlocks powerful analysis capabilities without the limitations of NetSuite’s native reporting.

Stop wasting time on manual exports. Create a live connection instead.

This guide shows you how to bring NetSuite Records directly into Excel with just a few clicks.

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

Step 1: Install and connect Coefficient to NetSuite

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

1. Open Excel and navigate to the Insert tab
2. Click on “Get Add-ins” in the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Click “Add” to install Coefficient to your Excel
5. Once installed, open the Coefficient sidebar by clicking on the Coefficient icon in the ribbon
6. Click “Import Data” to begin the connection process
7. Select “NetSuite” from the list of available connectors
8. Follow the authentication prompts to connect your NetSuite account

Step 2: Select and import NetSuite Records

Now that you’re connected, you can import your NetSuite Records data.

1. In the Coefficient sidebar, select “Import from Objects”
2. Choose “NetSuite” from the list of connected apps
3. Select “Records” from the available object types
4. Browse through the available Record types (Customers, Vendors, Items, etc.)
5. Select the specific Record type you want to import
6. Use the field selector to choose which data columns to include
7. Apply any filters to narrow down your data set if needed
8. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set up auto-refresh (optional)

Keep your NetSuite data fresh with automatic updates.

1. In the Coefficient sidebar, find your imported data under “Imports”
2. Click on the three-dot menu next to your NetSuite Records import
3. Select “Schedule Refresh”
4. Choose your preferred refresh frequency (hourly, daily, weekly)
5. Set specific times for the refresh to occur
6. Click “Save” to activate the auto-refresh schedule

Your NetSuite Records will now automatically update according to your schedule, ensuring you always have the most current data for analysis and reporting.

Available NetSuite data in Coefficient

Take control of your NetSuite data

Importing NetSuite Records into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection that keeps your data fresh and accurate.

The ability to access, analyze, and update your NetSuite Records directly from Excel transforms how finance and operations teams work with their data. No more CSV exports or complex workarounds.

You’ll save hours each week while gaining deeper insights from your financial data. Plus, with automated refreshes, you’ll always have the most current information at your fingertips.

Ready to streamline your NetSuite reporting? Coefficient bridges the gap between your ERP system and Excel, giving you the best of both worlds.

try Coefficient todayStop struggling with manual exports andto transform how you work with NetSuite data in Excel.