SuiteSheet.io is a Google Sheets connector for the NetSuite ERP platform that is designed to allow data to be imported into spreadsheets, manipulated and uploaded back to NetSuite in real time.
- Easy to use
- Free add-on!
- One-time setup
- Hourly automatic refreshing
- Customizable searches
- Visualize searches with Google charts and pies
- Better manipulate NetSuite saved searches
- Share with other team members
- Export as CSV files
How it Works
How Suitesheet.io Can Streamline the Google Merchant Services Process
Netsuite provides a great solution to the customization of reports through the use of saved searches, however, for many, the solution ends there. Suitesheet.io allows Netsuite users to take their saved searches and customized reports to the next level, by allowing further manipulation and integration with other useful tools.
Introducing Suitesheet.io to an existing Netsuite platform provides a much easier way to streamline the process of uploading existing Netsuite data, like a long inventory list, to Google Merchant Services.
In this example, an inventory list loaded from Netsuite along with the results set within the saved search in Netsuite now become auto-populated columns and rows in a Google Sheet. Once the search is uploaded into a Google Sheet, it will continue to auto-update, so there’s no worry about the search being up-to-date.
This inventory sheet now becomes a template dataset to be used more efficiently outside of Netsuite. This template allows the dataset to be mapped to any other saved search being loaded from Netsuite into a new tab within the same Google Sheets Project, much like this example.
The capability of mapping an inventory list (template) to a Netsuite Data (Google) dataset, is possible with a single Google Sheets function.
This inventory sheet now becomes a template dataset to be used more efficiently outside of Netsuite. This template allows the dataset to be mapped to any other saved search being loaded from Netsuite into a new tab within the same Google Sheets Project, much like this example.
The mapped dataset can now easily be integrated with Google Merchant Services through the use of Google Sheet’s feature to publish individual sheets as an CSV file. This feature allows any saved searches within Suitesheet.io to be published as CSV files.
Suitesheet.io gives Netsuite users the power to do more with their saved searches, resulting in extensive possibilities.
This inventory sheet now becomes a template dataset to be used more efficiently outside of Netsuite. This template allows the dataset to be mapped to any other saved search being loaded from Netsuite into a new tab within the same Google Sheets Project, much like this example.
Getting Started
How to Get Started with Suitesheet.io for Netsuite
Suitesheet.io was created by Archer Consulting to help facilitate your Netsuite reporting by allowing users to work with Netsuite data in Google Sheets via saved searches. This data can be updated to Netsuite from the sheet and be used to generate charts, pivots and more in Google.
In order to get started the following is required:
- Access to your Netsuite account
- Login access and a blank Google Sheets page.
Netsuite Setup (Administrator)
Install Suitesheet Bundle in Netsuite
Suitesheet.io works as a bundle within Netsuite. Once logged in to Netsuite, install the ‘Suitesheet.io Connector’ bundle to Netsuite account
- Customization > SuiteBundler > Search & Install Bundles
- Search for ‘suitesheet.io’ in the ‘keyword’ search box and hit enter
- Once the results come in, click on ‘Suitesheet.io Connector’ in the sublist
- Click the ‘Install’ button
Google Sheets Setup
Install Suitesheet.io Add-on
Once Suitesheet bundle has been set up in Netsuite, the Suitesheet Add-on can be installed to Google Sheets and connected to Netsuite account.
- Add-ons > get add-ons
- Search: ‘suitesheet.io’
- Click on ‘Suitesheet.io Icon’
- Install
Connect Suitesheet Add-on to Netsuite’s Suiteshee Bundle
Once Suitesheet has been installed, there will be a Suitesheet tab on the Google Sheet
Now all that’s left is logging in to Netsuite from the Suitesheet Add-on. Open the Suitesheet sidebar:
- Suitesheet (tab) > Open Sidebar
This sidebar is where Suitesheet will be managed. The Suitesheet sidebar allows for loading new saved searches (from Netsuite), as well as refreshing from and saving changes made within Google sheets to Netsuite.
In order to link your Suitesheet Add-on to your Netsuite account, use the following steps:
- Near the top of the sidebar, click on ‘Click here to login’. A pop-up window will appear.
- You will see a list of your possible roles to login with.
- If you wish to continue logging in with the role selected (a ‘logging in’ will appear next to the role currently selected.), click ‘continue’
- If you wish to change roles, simply click on the role you wish to login with and then click ‘continue’
- Note: the last role that you were logged in with on your Netsuite account, will be the default role when you first log in to Suitesheet.
Now that Suitesheet has been successfully linked to Netsuite, saved searches from Netsuite can be loaded into Google Sheets. Each Google Sheet will contain one saved search.
How to load searches from NetSuite into Google Sheets:
- Each sheet dropdown reveals more options for that sheet
- Within sheet options, there will be an input field/dropdown menu that lists all of the saved searches under the Netsuite account logged into. Searches can be searched using the text box or selected from the dropdown list.
- Once a search has been selected, click on the ‘load search’ button in order to load the search you’ve selected into google sheets.
- You can now view and edit saved searches on google sheets.
Other options you have once you’ve uploaded a search:
- Reload: refreshes the current sheet to show any changes that have been made in Netsuite
- Auto Save Changes to Netsuite: if this is checked, the sheet will save any changes made within Google Sheets and update those changes to Netsuite every hour
- Auto Refresh from Netsuite: if this is checked, the sheet will automatically refresh every hour to display any changes made to the search from Netsuite
- Close: this button closes the Suitesheet sidebar
- Click here to log out: this button at the top of the sidebar logs users out of current Netsuite account
This inventory sheet now becomes a template dataset to be used more efficiently outside of Netsuite. This template allows the dataset to be mapped to any other saved search being loaded from Netsuite into a new tab within the same Google Sheets Project, much like this example.
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