Microsoft Excel + NetSuite

Add new NetSuite records to Microsoft Excel rows automatically

Stay on top of your data entry tasks with this efficient workflow. When a new record is created in NetSuite, it instantly adds a corresponding row in your Microsoft Excel spreadsheet. This helps you maintain real-time data accuracy on both platforms without having to manually transfer information, saving you valuable time and reducing the chance of errors. Secure data organization and productivity is just one setup away.

Stay on top of your data entry tasks with this efficient workflow. When a new record is created in NetSuite, it instantly adds a corresponding row in your Microsoft Excel spreadsheet. This helps you maintain real-time data accuracy on both platforms without having to manually transfer information, saving you valuable time and reducing the chance of errors. Secure data organization and productivity is just one setup away.

  1. When this happens...
    NetSuiteNetSuite
    New Record

    Triggers when a new record is created. Supports standard and custom records.

    TriggerPolling
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

    • Standard or Custom Record Type?Required

    • Select a Saved SearchRequired

    Trigger
    Polling
    Try It
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    • RecordRequired

    • File to detachRequired

    Action
    Write
    • Record TypeRequired

    Action
    Write
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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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Related categories

  • Microsoft
  • Spreadsheets

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About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
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