Microsoft Excel + NetSuite

Create spreadsheets in Microsoft Excel for new records in NetSuite

Initiate an effortless and efficient workflow that creates a spreadsheet in Microsoft Excel each time a new record is added in NetSuite. This automation not only brings simplicity to your administrative tasks but also significantly reduces the possibility of manual entry errors, ensuring your data stays accurate and up-to-date. Ideal for those looking to streamline record management and data entry processes.

Initiate an effortless and efficient workflow that creates a spreadsheet in Microsoft Excel each time a new record is added in NetSuite. This automation not only brings simplicity to your administrative tasks but also significantly reduces the possibility of manual entry errors, ensuring your data stays accurate and up-to-date. Ideal for those looking to streamline record management and data entry processes.

  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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excel logo

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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netsuite logo

About NetSuite

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

Related categories

  • CRM (Customer Relationship Management)