Export to NetSuite

NetSuite offers the world’s leading cloud-based suite of tools for enterprise resource planning (ERP). Companies use it for planning and effectively running key business processes in inventory, accounting, supply chain, and e-commerce. They also store data in their embedded CRM database, track company finances, and manage projects.

NetSuite provides a popular cloud-based ERP system with modules for managing and effectively running business processes. However, it also offers a module for customer relationship management. NetSuite CRM enables users to store and manage customer, partner, and vendor data within a single solution. It also provides users with easy sales and marketing automation tools that seamlessly integrate with the platform’s ERP system.

NetSuite is neither a database nor a CRM. It goes beyond these software solutions, combining different applications and modules within a single platform with customizable dashboards for streamlined resource planning and management. The NetSuite CRM database is a foundation for the platform’s other administration tools.

Before using this powerful ERP system, you should go through the NetSuite Help Center. It answers popular questions, such as “What is NetSuite?”. It explains how to log in, navigate the system and work with its Records, Transactions, etc. You can learn to effectively use the platform during the general training courses offered by NetSuite or other educational providers.

NetSuite features a SuiteAnalytics Connect ODBC driver that helps set up a connection between your ERP account and Microsoft Excel workbook. Thanks to this driver, you can configure record exports between your SuiteAnalytics Connect data source and a corresponding Excel table. But if you need to export information from your documents to a related NetSuite record, airSlate WorkFlow integration with NetSuite will help you. It provides automatic and errorless transmission of data people offer in your business forms, like purchase orders or HR surveys, to the related records in your ERP system.

NetSuite provides an integrated cloud-based platform that combines software solutions for all company departments to plan and run their workflows effectively. However, connecting other applications with Oracle’s ERP system can significantly enrich its functionality. Some tools provide integration with NetSuite through an API. airSlate WorkFlow makes this process quick and easy thanks to no-code integration bots that connect your accounts and perform selected tasks without human interaction.

MS Excel doesn’t offer a full-fledged integration with NetSuite, but you can export data from your NetSuite CRM to Excel tables. Just use the SuiteAnalytics Connect ODBC driver. Also, you can save reports created in Oracle’s ERP as CSV files, which you can open in Excel or directly export data into XLS files.

NetSuite categorizes different records by record type. These categories display what type of data comprises each NetSuite record (for example, vendor, currency, customer, purchase order, tax type, etc.). You can find the required record type using the SuiteAnalytics Workbook UI. You just need to go to the NetSuite navigation menu, click Analytics → Workbooks → New Workbook, and select the record type you need.

To extract data from your NetSuite general ledger (GL) to a separate file, use the system’s export features by navigating through Setup → Import/Export → Export Tasks → Full CSV Export. Alternatively, you can export GL records to an MS Excel Workbook through such drivers as ODBC, JDBC, or ADO.NET. If you don’t need the whole GL but only require transmitting a particular piece of information into your documents, you can use airSlate WorkFlow’s document automation platform. It features no-code bots that provide seamless integration with NetSuite and enable users to transfer data from their business paperwork to NetSuite CRM records and vice versa.

First, find out “what is NetSuite transaction.” Transactions are records of business events and operations of a company. You can find their list in the menu tab of the same name. The transaction type describes the operation performed and the type of data it contains. Bill Payment, Cash Refund, Customer Deposit, Inventory Adjustment, Invoice, Payment, Sales Order, Sales Tax Payment, etc., are only a few examples of NetSuite transaction types.