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Retrieve Data: How to Retrieve Existing Records from NetSuite Using Data Filter
Retrieve Data: How to Retrieve Existing Records from NetSuite Using Data Filter

XLNS | Learn how to create data filter to retrieve records from NetSuite

Updated over a week ago

There are multiple ways to pull data from NetSuite using CloudExtend from the Welcome screen. This will show you how to pull existing records using Saved Searches.

How to download data using Existing Templates

If you already have an existing template and want to download data from NetSuite to your CloudExtend template, do the following.

Step 1: Start with a Template button should be ON, then click the Search and Download with Template button.

Step 2: Select the template you want to use on the template selection screen and click the Play button.

Step 3: Turn on the apply filters. You can reuse saved searches previously created or click the + sign to add a new saved search criteria to the list.

Step 4: Click Save and Download to stream data from NetSuite to your template using filters.

No existing Templates yet...

If you are new to CloudExtend and want to pull a subset of data from NetSuite, you can use the Search and Download and start creating a template then pull records from NetSuite to Excel.

Step 1: Click the Search and Download button.

Step 2: Type or scroll to select the NetSuite Record or Transaction the template will be associated with. CloudExtend Excel even supports Custom Records. In the example below a template will be created for Vendor Bill.

Step 3: Select the fields you want to add to the Template. You can type in any part of the field name or scroll to locate it. Tick the box beside the name and hit Add fields to add them to the template,

To add more, click the + button on the panel.

Step 4: Load and save the template. Click Continue then Select Yes, note that loading the template will clear out any data that you have on your current worksheet. Turn on the Apply Filters button and select Using Rules.

Step 5: Create your data filter then Save. Click Download Data to stream down data using the data filter to your Excel template.

๐Ÿ’ก Tip

  • You can create multiple filters and choose between the filters you want to use.

  • Filters are global and they can be accessed at any location be it online or desktop on a new machine or on a new workbook as long as you are connected to the same NetSuite account. Learn more about it here.

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