Dynamic Connection to Excel from NetSuite
One of our US- based clients, a leading real estate agency has become the focus of many institutions in 2018, and is likely to continue into the future as Ethereum offers a way to add improved levels of liquidity (tokens) to a notoriously illiquid industry (real estate).
Requirement
Our client required us to display the result of the subsidiary wise amount of the Accounts Payable (AP) balance report in MS Excel. They must obtain the result in excel without opening it in NetSuite, and any changes in NetSuite must be reflected in Excel as well.
Solution
In order to display the report in Excel, our developers created a similar saved search of the report in NetSuite and kept the saved search in a Suitelet and loaded. In order to connect to an external system, a URL is generated in the Suitelet. This external URL is linked in Excel, and the result is loaded there as well. For security purposes two fields are created in a custom record, one for storing saved search id and the second one for storing a secret key. This secret key can only be loaded when attached to a link, then only search can be loaded. That is how an authentication option is added.
Result
Our client met the requirement successfully through displaying the result of the AP balance report in MS Excel rather than opening it from NetSuite.
Let Jobin & Jismi help you take your Netsuite experience to the next level with our impeccable NetSuite customization services. Contact us at contactus@jobinandjismi.com to schedule a consultation.
