Access Live NetSuite Data in Google Sheets

Google Sheets is a web-based spreadsheet program provided by Google. When integrated with CData Connect Cloud, you can effortlessly gain access to NetSuite data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to NetSuite within your Connect Cloud instance and accessing live NetSuite data seamlessly within Google Sheets.

CData Connect Cloud offers a seamless cloud-to-cloud interface designed for NetSuite, enabling effortless access to live NetSuite data directly within Google Sheets. Use the dedicated Connect Cloud Google Sheets Plug-In to connect with live NetSuite data. With built-in optimized data processing, CData Connect Cloud efficiently channels all supported query operations, including filters, JOINs, and more, directly to NetSuite. This leverages server-side processing to promptly retrieve the desired NetSuite data.

Configure NetSuite Connectivity for Google Sheets

Connectivity to NetSuite from Google Sheets is made possible through CData Connect Cloud. To work with NetSuite data from Google Sheets, we start by creating and configuring a NetSuite connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "NetSuite" from the Add Connection panel
3. Enter the necessary authentication properties to connect to NetSuite.

   The User and Password properties, under the Authentication section, must be set to valid NetSuite user credentials. In addition, the AccountId must be set to the ID of a company account that can be used by the specified User. The RoleId can be optionally specified to log in the user with limited permissions.

   See the "Getting Started" chapter of the help documentation for more information on connecting to NetSuite.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add NetSuite Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to NetSuite data from Google Sheets.

Access Live NetSuite Data from Google Sheets

The steps below outline connecting to CData Connect Cloud from Google Sheets to access live NetSuite data.

1. Log into Google Sheets, create a new sheet (or open an existing one).
2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
3. Search for CData Connect Cloud Add-On and install the Add-on.
4. Authorize the Add-On.
5. Back in Google Sheets, click Add-ons and open the CData Connect Cloud Add-On.
6. In the Add-On panel, click Authorize to authenticate with your CData Connect Cloud instance
7. In the CData Connect Cloud panel in Google Sheets, click Import
8. Choose a Connection (e.g. NetSuite1), Table (e.g. SalesOrder, and Columns to import
9. Optionally add Filters, Sorting, and a Limit
10. Click Execute to import the data

Live Access to NetSuite Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live NetSuite data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.