Is this your month-end process? Exporting CSV files from NetSuite, cleaning up spreadsheets, reformatting data, and re-importing adjustments? You’re not alone. Plenty of finance teams have just accepted that manual imports and exports are the norm, even when they add hours of extra work.
You don’t have to risk your most critical time of the month with manual work. And you don’t have to abandon Excel either. It’s time to enhance your Excel with integration that turns familiar spreadsheets into secure, real-time reporting and data management connected directly to live NetSuite data.
Join us to explore how modern Excel-to-NetSuite integration eliminates the need for repetitive CSV downloads and uploads and replaces them with a direct, live connection. You’ll learn how your finance team can:
- Upload NetSuite data directly from an Excel spreadsheet with instant data validation
- Pull live NetSuite data into Excel via saved searches and SuiteQL
- Leverage AI to retrieve data without needing to know SuiteQL
- Reduce manual effort during month-end without disrupting existing workflows
Presenters
Dawn Jonckowski
Senior Content Manager, CloudExtend
Kevin Ha
Solution Consultant, CloudExtend
