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FAQ: Why don't my search results stream into Excel in the same way they appear in NetSuite
FAQ: Why don't my search results stream into Excel in the same way they appear in NetSuite

XLNS | Learn about the differences between NetSuite search results and CloudExtend's saved search import feature

Updated over a week ago

Update - As of Summer 2021 we encourage users to use our new app, CloudExtend Excel Analytics for NetSuite to stream your NetSuite searches into NetSuite. With a single click, you can put refresh one or more NetSuite saved searches. You can even put them on a schedule. We've also already taken care of any formatting issues.

Still want to continue for free without the added convenience?

CloudExtend Excel Data Management for NetSuite allows users to stream their saved searches into Excel for free (to stream, in summary, saved searches as well as calculated columns you must license our Enterprise Edition). Because the app uses web services users will see some subtle differences.

💡 Note - if your search is failing it may be due to the way NetSuite API sends date fields (for example, created date). The remedy for this is to use the same field but reference it via a date formula instead. Example below.

Below are some of the differences between NetSuite UI and CloudExtend

  • Column headers will use different naming conventions by default. Users can address this by adding a Custom Label in the results tab of the NetSuite search.

  • The sort order of the columns is not respected in Excel. Unfortunately, we don't have control over the sort order as NetSuite's web services change it. Fortunately, most users will be analyzing the raw data with pivot tables, charts, etc., making the sort order unimportant. If the order is important and you need to change it each time a simple macro in Excel can handle this for you.

  • References to a related record (such as customer or item from a Transaction search) return the internalID of the record and not the name. Users can address this in three ways.

  1. If your company subscribes to our Enterprise Edition and has our CloudExtend Excel bundle then we've already solved this issue for you and no further action should be required.

  2. Adding a join to the related record and choosing the name field from the join, ie if you are running a Sales ORder search and add the Customer field to your search you will only see the internalID. Instead of choosing the Customer field scroll down to the related Customer record field (it will have ... at the end) and then, from the second screen, select Customer Name.

  3. The best option for non Enterprise customers: Use a formula field to populate the value. Simply choose Formula (text) in the results field and then populate the value of the formula with the desired field name (hint - use the drop-down on the formula field).
    See the below screenshot for an example of populating your results field with a formula.

See this video for reference.

Confused? Chat with us (link at the bottom right) and we'll clear it up (and ideally make our article friendlier).

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