Export to NetSuite


Export to NetSuite

Working with customers can entail endless stacks of paperwork resulting in lost time, erroneous data, and missed opportunities. Learn how to organize your completed document workflows and automatically store them in your NetSuite organization.

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About this course:

In this course, you will learn how to use document workflow automation to automatically transfer data from completed documents to the Netsuite records of your choice.

What does this course cover?

This course explains how to keep the essential documents at hand while working with customers or running operations in Netsuite. It guides you through the entire process of configuring no-code automation for routing your documents to NetSuite records.

Why was this course made?

We created this course to demonstrate how to automatically bring together documents in NetSuite records while concentrating on high-priority tasks.

Who can enroll?

Anyone can enroll in this course to boost their document workflows by automatically routing data to NetSuite records.

The materials for this course include:

  • learning resources to help you learn how to automatically transfer completed documents to NetSuite records.
  • quiz to consolidate your acquired knowledge.

What you will learn

How to connect or disconnect a NetSuite account and change or share the connection
How to select one or multiple records that store your completed documents in NetSuite
How to decide when documents should be exported to NetSuite
How to create tags to easily find the completed documents
Duration 15 minutes
Badge A sharable achievement is included
Subject The Export to NetSuite Bot
Level Intermediate
Language English
Price FREE



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Earn a verified certificate to demonstrate the skills you gain

Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
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All you need to digitally transform your business

The airSlate Academy combines everything you need to digitally transform your business, including legally binding eSignatures, advanced PDF editing, and automated workflows.
Familiarize yourself with eSignatures, their implementation, business value, and learn how to create legally binding eSignature workflows for your business.
Change the way you work with documents into an interactive online experience and learn how to make your documents look professional.

Achieve your career goals with airSlate’s advanced certification programs

Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
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Become an airSlate Partner

Students who complete the airSlate Academy courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

Learn more about airSlate partnership benefits

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airSlate Academy quick-start course for automatic paperwork export to NetSuite CRM

Companies regularly deal with large arrays of information from customers and vendors. They collect piles of business documentation with records to be accurately processed and saved to the appropriate database. Workflow automation integrated with CRM and ERP systems is an excellent way to avoid time losses and potential errors. Explore how the airSlate integration with NetSuite helps users transfer data from completed paperwork to the relative ERP module and how to get the required automation skills with airSlate Academy.

What is NetSuite, and what is it used for?

NetSuite is the world’s top enterprise resource planning (ERP) platform. It provides cloud-based module solutions for streamlining workflows in finance, inventory, procurement, accounting, marketing, HR, sales, and customer relations management. It helps companies effectively plan and run their regular business processes and features a native CRM with customers, vendors, and commercial transaction records stored.

Benefits of the airSlate integration with NetSuite

Despite its internal automation tools, NetSuite guarantees more opportunities and better work productivity when integrated with other software solutions, like airSlate. This platform is a perfect match for this ERP in terms of document workflow automation. It features no-code automation and integration bots that establish a connection with a quick and easy record exchange between two platforms. Setting them up allows you to manage, share, and collect documents and auto-export your completed paperwork to NetSuite CRM with no extra effort.

airSlate integration with Netsuite and automated document export to the ERP modules have many advantages. Here are just a few to mention:

  • Seamless process running
  • Proper document storage
  • Eliminated manual data transfer
  • Minimized errors and record inconsistency
  • Lightning fast task completion
  • Increased business productivity

How to quickly learn automated data export to NetSuite

airSlate grants another benefit to its users: a free training platform with short yet detailed courses explaining the tool’s functionality. Each process description is easy to understand and includes a practical use case visualization. Enroll in the airSlate Academy and spend only 15 minutes learning how to connect your accounts and export forms and reports to NetSuite CRM.

If you aren’t familiar with our document workflow automation tool, we recommend you start with the airSlate fundamentals. Explore the templates and bots and how they enhance recurring processes, then get to the export to NetSuite capabilities. Join the course and develop your automation skills to enhance the performance of your business!

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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NetSuite is the world’s leading cloud-based suite of tools for enterprise resource planning (ERP). Companies use it for planning and effectively running key business processes in inventory, accounting, supply chain, and e-commerce. It’s also used for storing data in its embedded CRM database, tracking the company’s finance, and managing projects.

NetSuite is a popular cloud-based ERP system with modules for managing and effectively running business processes. However, it also offers a module for customer relationship management. NetSuite CRM enables users to store and manage customer, partner, and vendor data within a single solution. It also provides users with easy sales and marketing automation tools seamlessly integrating with the platform’s ERP system.

NetSuite is neither a database nor a CRM. It goes beyond these software solutions, combining different applications and modules within a single platform with customizable dashboards for streamlined resource planning and management. The NetSuite CRM database is a foundation for the platform’s other administration tools.

Before using this powerful ERP system, you should go through the NetSuite Help Center. It gives answers to popular questions, such as “What is NetSuite?”. It explains how to log in and navigate the system, how to work with its Records, Transactions, etc. You can learn to effectively use the platform during the general training courses offered by NetSuite or other educational providers.

NetSuite features a SuiteAnalytics Connect ODBC driver that helps to set up a connection between your ERP account and a Microsoft Excell workbook. Thanks to this driver, you can configure record export from the SuiteAnalytics Connect data source to a corresponding Excel table. But if you need to export information from your documents to a related NetSuite record, airSlate integration with NetSuite will help you. It provides automatic and errorless transmission of data people provide in your business forms, like purchase orders or HR surveys, to the related records in your ERP system.

NetSuite is an integrated cloud-based platform that combines software solutions for all company departments to plan and run their workflows effectively. However, connecting other applications with Oracle’s ERP system can significantly enrich its functionality. Some tools provide integration with NetSuite via API. airSlate makes this process quick and easy thanks to no-code Integration Bots that connect your accounts and perform determined tasks without human interaction.

MS Excel doesn’t have a full-fledged integration with NetSuite, but you can export data from your NetSuite CRM to Excel tables. You can do it by using the SuiteAnalytics Connect ODBC driver. Also, you can save the reports created in Oracle’s ERP as CSV files, which you can open in Excel or make data export directly into the XLS. files.

NetSuite groups different records by their categories called record types. They display what type of data contains each NetSuite record (for example, vendor, currency, customer, purchase order, tax type, etc.). You can find the required record type using the SuiteAnalytics Workbook UI. To do so, you need to go to the NetSuite navigation menu, click Analytics → Workbooks → New Workbook, and select the record type you need.

To extract data from your NetSuite general ledger (GL) to a separate file, you can do it with the system’s export features, navigating through Setup > Import/Export > Export Tasks > Full CSV Export. The second way is to export GL records to an MS Excel Workbook through the drivers such as ODBC, JDBC, or ADO.NET. If you don’t need the whole GL but only a particular piece of information to be transmitted to your documents, you can use the airSlate workflow automation platform. It features no-code Bots that provide seamless integration with NetSuite and enable users to transfer data from their business paperwork to NetSuite CRM records and vice versa.

First, find out “what is NetSuite transaction.” Transactions are records of business events and operations of a company. You can find their list in the menu tab of the same name. The transaction type describes what operation was performed and what type of data it contains. The Bill Payment, Cash Refund, Customer Deposit, Inventory Adjustment, Invoice, Payment, Sales Order, Sales Tax Payment, etc. are only a few examples of NetSuite transaction types.