In this 3 minute video from The Cloud GURU, CEO, and author, Martin McNicoll explains how to export your saved searches from your NetSuite ERP to Google Sheets and Excel.
Learn how you can build out your reports with colorful charts and graphs, do quick calculations and share information securely and privately by leveraging Google's tools with your NetSuite data.
You can also get a free version of our NetSuite Data Exporter Application here.
Talk to an expert about How to Export Data from NetSuite to Spreadsheets & Excel
Video Transcript
Hi, my name is Martin McNicoll, Founder of GURUS and author of: Scale Up Your Business with Cloud Technology.
Today, I’ll answer the question: How can I easily export my NetSuite data to Google sheets or Excel to do whatever I want with my data.
If you’re watching this video, you’re likely struggling with how to get your saved searches out of NetSuite and into a spreadsheet.
When used properly, and you know how dangerous they can be if you store operational data in them, spreadsheets are great to do quick calculations, dynamic charts and reports that you can share with others.
Or maybe you want to build a dynamic forecasting model or an attractive quarterly report to present to your company’s executive board.
I’ve got some good news for you - there is an app for that.
A while back, my team at GURUS actually developed an easy to use Google app called the “NetSuite Data Exporter”. The link to download it is in the description below.
So, what exactly is the NetSuite Data Exporter?
The Data Exporter is a Google Sheet Add-on built to help you export your saved search results to Google Sheets.
If you are using Google GSuite in your organization, you can also share your data securely and easily with Google’s sharing settings.
If you want to visualize tons of complex data, Google Sheet can also be used as a data source for Google Data Studio, where you can create your own Dashboards, dynamic charts and reports.
You can also save your google sheet to an excel file.
So How does it work?
The app itself allows you to connect your NS account with your credentials. You list the specific searches you want to import by their unique ID’s, and press a button to automatically import all your results into their own tabs within the spreadsheet.
You also get support for additional filters on existing saved searches to refine those results.
It’s a very handy tool and can be a real lifesaver when you’re tasked with analyzing data that spans multiple searches.
There is a free version for NetSuite users in North America. If you look in the description below, you will find a link with instructions on how to register, as well as a user guide.
Let us know what you think of the app in the comments below. Does it make your day to day job easier? How are you using it and what features would you like to see added?
Thank you for listening, and be sure to give this video a like if you thought it was helpful and don't forget to subscribe to the channel for more videos from the CLOUD GURUS!
Benefits of Using the NetSuite Data Exporter
- Faster Reporting: No more manually exporting CSVs or navigating complex menus. Get your data in seconds.
- Dynamic Analysis: Leverage Google Sheets to create charts, pivot tables, and visualizations. Feed data into Google Data Studio for advanced dashboards.
- Secure Sharing: Share data safely with your team using Google Sheets’ built-in access controls.
- Improved Accuracy: Reduce human error by automating the extraction and organization of saved searches.
- Scalable Solution: Whether you’re exporting a single search or dozens, the Data Exporter handles large volumes of data without hassle.
How the NetSuite Data Exporter Improves Reporting and Analysis
Once your saved search lands in Google Sheets, your data becomes far more flexible than static exports allow. Finance teams can build rolling forecasts, operational dashboards, and period-over-period comparisons on live data.
Analysts can connect Sheets to visualization tools or automate formulas that update every time the search refreshes. The Data Exporter essentially turns NetSuite into a continuous data pipeline for spreadsheet-based analysis.
FAQ on Exporting Data from NetSuite to Spreadsheets & Excel
Q: How do I export a saved search from NetSuite?
A: You can export a saved search by opening the search results in NetSuite and selecting the export option, or by using an automated tool like the NetSuite Data Exporter to push results directly into a spreadsheet.
Q: Does NetSuite natively export to Google Sheets?
A: Not natively. NetSuite exports CSV, Excel, or PDF. A connector or add-on, like the Data Exporter, is required to sync saved searches into Google Sheets.
Q: Can I schedule recurring exports?
A: With standard NetSuite functionality, you can schedule saved search emails but not spreadsheet exports. The Data Exporter lets you reconnect and refresh searches on demand within Sheets.
Q: Is the Data Exporter free?
A: Yes, a free version is available for NetSuite users in North America. It includes core features for pulling saved searches into Google Sheets.