Simple Connect Documentation

Overview

Simple Connect is the simple way to export NetSuite Saved Searches into external software via REST. After setting up a Simple Connect User and a Simple Connect Search record, users can quickly and easily export the data they need.

Getting Started

Creating a Simple Connect User

  1. Log in to NetSuite.
  2. Navigate to Setup > Simple Connect > New Simple Connect User.
  3. Set NetSuite User Account to the employee who will use this account.
  4. The user will receive an email to complete the setup process.
  5. Set the Simple Connect Username.
  6. Choose a memorable username.
  7. Click Invite User.
  8. The employee will receive an email with a setup link. Click this link.
  9. On the Complete Simple Connect User Setup screen, set the Simple Connect Password.
  10. Password entry will be visible (not hidden), so be careful during screen sharing.
  11. Click Submit.

If the email isn't received, navigate to Setup > Company > Sent Email List to find the email.

Setting Up a Saved Search for Simple Connect

Example: Single Record per Row (e.g., Non-Inventory items)

  1. Navigate to Lists > Saved Searches > New.
  2. Select Item.
  3. Name the search (suggested prefix: SC).
  4. Set the search as Public.
  5. Add the first Criteria filter as:
  6. Formula Numeric: {internalid}
  7. Condition: Greater than
  8. Value: 0
  9. Add other desired criteria (e.g., Type is Non-inventory).
  10. Navigate to Results tab.
  11. First SORT BY field:
  12. Formula Numeric: {internalid}
  13. First result row:
  14. Formula Number: {internalid}
  15. Custom Label: ROWKEY

  16. Add additional result rows as needed. image

  17. Save the search.

Example: Multiple Rows per Record (e.g., Sales Order lines)

Use the same steps as above, but for the formula:

  • Formula example for multiple lines:
({internalid}*10000) + TO_NUMBER({line})

Set this formula for both the criteria and the ROWKEY in results.

Setting Up the Simple Connect Search Record

  1. Navigate to Setup > Simple Connect > Simple Connect Search > New.
  2. Populate the Saved Search field with the created search.
  3. Add Simple Connect Users to the sublist and assign the execution role.
  4. Save the record.
  5. A URL will populate for accessing search data.

Access Simple Connect via Excel

  1. Open Excel.
  2. Navigate to the Data tab.
  3. Click Get Data > From Other Sources > From Web.
  4. Paste the URL from the Simple Connect Search record.
  5. Click OK.
  6. Choose Basic on the authentication screen.
  7. Enter your Simple Connect username and password.
  8. Click Connect.
  9. Once data preview appears, click Load.

Tips for Simple Connect in Excel

  • Rename queries to match data clearly:

  • Double-click 'Queries', rename under 'Properties'. image

  • When updating search results:

  • Double-click your query to open the power query editor.
  • Remove 'Changed Type' and 'Promoted Headers'. image

  • Under "Applied Steps", click on Source and check the contents in this step. image

    The contents should look something like this: = Csv.Document(Web.Contents("https://examplesimpleconnecturl.com"),[Delimiter=",", Columns=20, Encoding=65001, QuoteStyle=QyoteStyle.None]) If this step is specifying a format (delimiter, columns, etc.), this can all get removed. Modify the step so that it looks like this: = Csv.Document(Web.Contents("https://examplesimpleconnecturl.com")) - Click Refresh. - After refresh, click Use First Row as Headers. - If the power query is still using the old headers, delete Changed Type under "Applied Steps" again. - Click on Promoted Headers and refresh the query again. - Click Close & Load.

Access Simple Connect via REST

  • Make a GET request to the URL provided in the Simple Connect Search record.
  • Authentication: Use Basic Auth with your username and password.
  • Results returned in CSV format.