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Connect Oracle NetSuite to Microsoft Excel

Send Oracle NetSuite contacts, invoices, tasks and 101 more data types to Microsoft Excel on a schedule. Filter by date. Refresh as often as every 15 minutes.

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Oracle NetSuite reporting
Contact Invoice Task Account
Each Oracle NetSuite data type goes to its own sheet and refreshes on your schedule.
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How to connect Oracle NetSuite and Microsoft Excel

6 steps. You can preview the Oracle NetSuite data in Coupler.io before anything reaches Microsoft Excel.

Step 1 of 6

Connect Oracle NetSuite

Enter your Oracle NetSuite realm (account id), consumer key, consumer secret, token key (token id) and token secret. You only do this once per account.

Realm (account id)••••••••••••
Consumer key••••••••••••
Consumer secret••••••••••••
Token key (token id)••••••••••••
Token secret••••••••••••

Step 2 of 6

Choose a data type

Pick the kind of Oracle NetSuite data to export.

Show 32 more data types Show fewer data types

And 64 more data types.

Step 3 of 6

Choose what to export

Pick the Oracle NetSuite data you want in Microsoft Excel.

Show 32 more data types Show fewer data types

And 64 more data types.

SuiteQLNot setPut any SuiteQL query to extract the data you need from NetSuite. Please see NetSuite documentation for more details on SuiteQL.
Start dateAny dateSpecify the date to sync only records updated after this time.

Step 4 of 6

Fine-tune the export

Optional settings for this Oracle NetSuite export.

Window in DaysNot setThe amount of days used to query the data with date chunks. Set smaller value, if you have lots of data.

Step 5 of 6

Connect Microsoft Excel

Sign in with your Microsoft account, then pick the workbook in OneDrive and the sheet for the Oracle NetSuite data.

WorkbookOracle NetSuite reports.xlsxAn .xlsx file in OneDrive, under 25 MB
SheetContactExisting sheet or a new name to create
Cell addressA1Top-left cell for the data. Default is A1

Step 6 of 6

Choose a write mode and schedule

Every run either replaces or appends the data in Microsoft Excel. Run it as often as every 15 minutes.

Write mode

Each run wipes the previous data and writes fresh Oracle NetSuite data.

Get the most of Oracle NetSuite to Microsoft Excel integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Oracle NetSuite to Microsoft Excel questions

104 data types, including Contact, Invoice, Task, Account and Objects.

With your Oracle NetSuite realm (account id), consumer key, consumer secret, token key (token id) and token secret, entered once when you add the connection.

Yes. Set the start date to cover the period you need.

An .xlsx workbook in OneDrive or OneDrive for Business, under 25 MB, that your Microsoft account can edit. Macro-enabled .xlsm files aren't supported.

Up to 1,048,576 rows per sheet. With Append, a run fails once the sheet reaches that limit, so filter Oracle NetSuite by date or switch to Replace.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example 100ms or Amazon Seller Central, and join or append them before the data reaches Microsoft Excel.

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