Access Live NetSuite Data in Excel 365 Online (Excel for the web)

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect Cloud, you gain immediate access to NetSuite data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to NetSuite within your Connect Cloud instance and accessing live NetSuite data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect Cloud provides a pure cloud-to-cloud interface for NetSuite, allowing you to easily access live NetSuite data in Excel for the web. Simply use the Connect Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to NetSuite, leveraging server-side processing to quickly return NetSuite data.

Getting Started

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Configure NetSuite Connectivity for Excel

Connectivity to NetSuite from Excel is made possible through CData Connect Cloud. To work with NetSuite data from Excel, we start by creating and configuring a NetSuite connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "NetSuite" from the Add Connection panel
3. Enter the necessary authentication properties to connect to NetSuite.

   The User and Password properties, under the Authentication section, must be set to valid NetSuite user credentials. In addition, the AccountId must be set to the ID of a company account that can be used by the specified User. The RoleId can be optionally specified to log in the user with limited permissions.

   See the "Getting Started" chapter of the help documentation for more information on connecting to NetSuite.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add NetSuite Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to NetSuite data from Excel for the web.

Access Live NetSuite Data in Excel for the web

The steps below outline connecting to CData Connect Cloud from Excel to access live NetSuite data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect Cloud Add-In and install the Add-in.
4. Click Data and open the CData Connect Cloud Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
6. In the CData Connect Cloud panel in Excel, click Import
7. Choose a Connection (e.g. NetSuite1), Table (e.g. SalesOrder), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update NetSuite Data from Excel

In addition to viewing NetSuite data in Excel, CData Connect Cloud also lets you update and delete NetSuite data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to NetSuite (your changes will be in red)
2. In the CData Connect Cloud Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to NetSuite

A notification will appear when the update is complete

Live Access to NetSuite Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live NetSuite data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.