Integrations

• Effortlessly Update CRM Records: Integrate Outlook or Google Workspace with NetSuite CRM to allow your users to work faster and more efficiently.
• Sync Calendars Bi-Directionally: Gain organizational transparency by syncing important calendar events to NetSuite from your inbox.
• Access and Edit ERP Data Right in Excel: To make business decisions faster and see more clearly what your data is telling you.
• Easily Transform ERP Data in Excel or Power BI: Leverage existing Excel and Power BI functionality to analyze and visualize your data.

Integrate Microsoft 365

• Save on file storage costs by accessing documents saved in SharePoint or OneDrive—such as invoices, POs, contracts, and reports—directly in NetSuite.
• Streamline collaboration with shared, version-controlled files that teams can access and update from NetSuite or Microsoft 365 without duplicates or manual uploads.
• Improve process efficiency by syncing records and folders so customer, vendor, and transaction files stay organized and aligned across both systems.
• Automate workflows like approvals, document routing, and notifications by connecting NetSuite events to OneDrive/SharePoint actions.

• Streamline reporting: Access Google Analytics website performance data in Excel for in-depth analysis in a familiar environment.
• Eliminate manual Google Analytics exports to Excel: Refresh data instantly without CSV downloads.
• Enhance analysis: Combine Google Analytics data with sales, marketing, or CRM data in Excel to uncover deeper insights and track full-funnel performance.
• Automate Google Analytics KPIs & visualizations: Create dynamic charts, pivot tables, and trend reports that update with a single click to save time and reduce errors.

• Centralize subscription data: Automatically pull billing, invoices, and customer subscription metrics from Chargebee directly into Excel.
• Simplify revenue reporting: Combine recurring revenue, churn, and payment data in Excel to build real-time MRR and ARR dashboards.
• Eliminate manual exports: Refresh Chargebee data on demand — no more CSV downloads or data entry.
• Enhance financial analysis: Merge Chargebee data with accounting or CRM sources in Excel for complete revenue insights and forecasting.

• Automate payment data imports: Seamlessly pull transactions, payouts, and customer data from Stripe into Excel in real time.
• Simplify Stripe reporting: Build live dashboards to track revenue, refunds, and fees without manual data exports.
• Reconcile faster: Match Stripe payments with accounting or CRM records directly in Excel for cleaner, faster reconciliation.
• Unlock deeper insights: Combine Stripe data with marketing and sales metrics in Excel to analyze trends, growth, and customer behavior.

• Bypass Application UIs: Work in Excel’s familiar interface to gain better insights into your company data for better decision-making.
• Automatically Update Reports: Bypass the lengthy CSV process and automatically refresh and schedule reports according to your business needs.

• Sync emails and calendar events: Automatically log Outlook communications and meetings directly to NetSuite records.
• Boost productivity: Access NetSuite customer details right from Outlook without switching applications.
• Improve CRM accuracy: Keep contacts, leads, and opportunities updated in real time between Outlook and NetSuite.
• Streamline workflows: Save time by managing emails, scheduling, and record updates in one connected workspace.

• Sync emails and conversations: Automatically log Gmail messages to NetSuite customer, lead, or opportunity records for a complete communication history.
• Work smarter, not harder: Access and update NetSuite data, such as contacts and deals, directly from your Gmail inbox.
• Eliminate manual data entry: Keep contacts and activities synced in real time, reducing errors and saving valuable admin time.
• Unify communication and CRM: Give sales and support teams a single, connected view of every customer interaction across Gmail and NetSuite.

• Sync CRM data instantly: Connect Salesforce to Excel to pull leads, opportunities, and account data in real time.
• Eliminate manual reporting: Automate data refreshes and avoid exporting CSVs — keep your Excel dashboards always up to date.
• Improve sales visibility: Analyze pipelines, forecasts, and team performance with Excel’s flexible charts and pivot tables.
• Combine insights across systems: Merge Salesforce data with marketing, finance, or support data in Excel for a complete business view.

• Instant reporting: Connect Xero to Excel and see live profit, cash flow, and balance sheet data in seconds.
• No more manual exports: Refresh your financials automatically — no CSVs or reformatting needed.
• Smarter analysis: Combine Xero data with other business metrics to uncover trends and insights.
• Faster month-end close: Streamline reconciliations and management reports with always-accurate numbers.

• Automate reporting: Automatically access live QuickBooks analysis data in Excel without manual CSV exports.
• Create dynamic dashboards: Build real-time visual reports using PivotTables and charts that update whenever you refresh your QuickBooks data.
• Simplify reconciliation and analysis: Combine QuickBooks data with other sources in Excel to reconcile transactions, track KPIs, or run custom profitability analysis.
• Enhance forecasting and planning: Use Excel’s formulas and forecasting models to project revenue, model scenarios, and plan budgets.

• Real-time ad metrics: Pull impressions, clicks, and conversions straight into Excel dashboards.
• Effortless reporting: Skip the exports — refresh your campaign data with one click.
• Better decisions, faster: Combine ad data with CRM and sales metrics to measure true ROI.
• Dynamic performance tracking: Build visual, auto-updating reports your team will actually use.