Transfer Data from Excel to NetSuite

The CData Excel Add-In for NetSuite enables you to edit and save NetSuite data directly from Excel. This article explains how to transfer data from Excel to NetSuite. This technique is useful if you want to work on NetSuite data in Excel and update changes, or if you have a whole spreadsheet you want to import into NetSuite. In this example, you will use the SalesOrder table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new NetSuite connection by clicking From NetSuite on the ribbon.

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.

Retrieve Data from NetSuite

To insert data into NetSuite, you will first need to retrieve data from the NetSuite table you want to add to. This links the Excel spreadsheet to the NetSuite table selected: After you retrieve data, any changes you make to the data are highlighted in red.

1. Click the From NetSuite button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the SalesOrder table.
3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to NetSuite

After retrieving data, you can add data from an existing spreadsheet in Excel.

1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MySalesOrderSheetInExcel!A1.
2. After using a formula to reference the cells you want to add to NetSuite, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the SalesOrder sheet.
3. Highlight the rows you want to insert and click the Update Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.