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Help Center / NetSuite / Features

Features

How to use NetXcel's core Excel features against your NetSuite data.

Write It Back

Creating and Updating NetSuite Records with Templates

Pick a record type and template, fill in or paste rows in Excel, and upload, with live lookups and validation built in.

Pull the Numbers

Running Saved Searches in Excel

Execute any NetSuite Saved Search directly in Excel, into a new sheet or an existing one.

Running Reports

Run any of 80+ prebuilt NetSuite reports and dashboards in a few clicks, fetched securely into Excel.

SQL Runner (SuiteQL Queries)

Write and run SuiteQL against NetSuite from inside Excel, with query validation and result preview.

Running NetSuite Datasets in Excel

Run a NetSuite Dataset the same way you'd run a Saved Search or Report, and bring the results into Excel.

Automate the Busywork

Automating NetSuite Records with Flow Builder

Connect a trigger to a NetSuite action with no code, and automatically create, update, or upsert records when new data arrives.

See It at a Glance

One-Click Dashboards in Excel

NetXcel opens to a gallery of ready-made dashboards: Financial, Sales, and Purchase today, with Inventory on the way.