What is NetSuite?

NetSuite is a cloud-based business management platform designed to cater to the needs of organizations by providing a unified software suite. It replaces disparate systems companies previously used to run their operations. As a cloud ERP (Enterprise Resource Planning) solution, NetSuite integrates core functions such as finance and accounting, inventory, orders, and procurement. It also includes applications for customer relationship management (CRM), human resources (HR), professional services automation (PSA), and ecommerce, all of which share a common database to ensure seamless data flow and integrity.

With over 37,000 organizations utilizing NetSuite, it is recognized for its deep reporting capabilities, adaptability, and scalability, which can be tailored to fit various business requirements. The platform automates bookkeeping tasks and supports complex revenue recognition standards, thereby speeding up financial processes like the monthly close and simplifying the creation of financial reports. Additionally, NetSuite consolidates financial statements from subsidiaries with real-time currency conversion.

NetSuite's robustness as a software as a service (SaaS) platform is evident through its multi-tenant, vendor-managed cloud solution that is accessible from any device via a browser. This SaaS platform includes a single sign-on portal and can be customized using SuiteCloud, which allows for custom fields, forms, records, roles, workflows, integrations, and applications. Moreover, NetSuite's native integrations eliminate the reliance on unreliable third-party integrations.

NetSuite ERP extends the platform's capabilities by automating core business processes and providing real-time visibility into operational and financial performance. It supports a wide range of global operations with its presence in more than 200 countries, over 27 languages, and compatibility with over 190 currencies, optimizing processes across financials, inventory management, supply chain, order management, warehouse management, and procurement.

As a comprehensive service, NetSuite also offers implementation, training, and support services to ensure that customers can effectively use the platform and stay updated with new features. NetSuite's dedication to customer success is evident through these support structures, which assist users in achieving optimal performance and resolving any issues swiftly.

NetSuite Plugins for Excel

Devart Excel Add-in for NetSuite

The Devart Excel Add-in for NetSuite is a versatile tool that connects Excel with NetSuite, allowing for a variety of functions to be performed directly from Excel. It enables users to load data from NetSuite into Excel, refresh that data, and even edit NetSuite data within Excel. This plugin is particularly useful for working with NetSuite entities such as Leads, Contacts, Opportunities, Accounts, and other objects right in Excel. Additionally, it supports data cleansing and de-duplication, and leverages Excel’s robust data processing and analysis capabilities for NetSuite data. Users can import data using Visual Query Builder or SQL queries, and benefit from features like instant data validation and error highlighting.

NetSuite Integration with Excel

NetSuite's integration with Excel is facilitated through the SuiteAnalytics Connect ODBC driver. With this driver, users can load NetSuite data into Excel by running queries over a set of tables in the Connect schema. This can be done using either the Data Connection Wizard or Microsoft Query. Before using these features, the latest SuiteAnalytics Connect ODBC driver must be installed. For Excel 2010 and 2013 users, the Power Query add-in provides the New Query option. The 32-bit SuiteAnalytics Connect ODBC driver is compatible with 32-bit Excel 2016. However, users should note the Oracle limitation that queries over tables with more than 999 fields will not run.

Best NetSuite Plugins for Excel

NetSuite, a widely used cloud-based ERP, supports a range of plugins called SuiteApps that are designed to enhance its functionality. These SuiteApps, available on SuiteApp.com, are developed by third-party developers. They aim to increase productivity by integrating with other systems or streamline business processes, potentially leading to increased revenue. Some of the plugins that complement NetSuite's capabilities include Rydoo and Nexonia Expenses for expense management, AvaTax and CCH SureTAX for tax rules management, and Bill.com for digital payments. There are also plugins for loyalty programs, chat integration, marketing, CMS, eCommerce, production planning, procurement management, payment solutions, product configuration, and pricing software. Notable mentions include Celigo’s apps for integrating Salesforce and Outlook with NetSuite, as well as Audaxium's apps that automate everyday processes within NetSuite.

Common Use Cases

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  Measuring web store performance
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  Identifying shoppers who purchased a specific item and viewed another
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  Tracking shoppers who have not visited the web store within a certain number of days
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  Determining which items are most viewed by shoppers
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  Recognizing shoppers who added items to the cart but did not complete a purchase

Frequently Asked Questions

How do I start using the NetSuite plugin for Excel?

To use the NetSuite plugin for Excel, install the Add-In, supply your NetSuite credentials, and select the tables and columns you wish to work with to populate a new Excel sheet with live data.

Can I modify NetSuite data directly in Excel?

Yes, the plugin supports bi-directional access to live data, allowing users to modify and delete records within Excel.

Does the NetSuite plugin for Excel support data imports and exports?

Yes, the plugin supports mass imports, exports, updates, data cleansing, and de-duplication.

Can I create reports and dashboards in Excel with the NetSuite plugin?

The plugin facilitates building custom dashboards and reports that connect with live NetSuite data, utilizing Excel features like charts and pivot tables.

Is the NetSuite plugin for Excel integration user-friendly?

Yes, the configuration is user-friendly, involving a simple installation process and access to live data with a single click through a new CData data access toolbar in Excel.