A build-to-order NetSuite-to-Excel reporting layer: authenticated RESTlets serving saved search and SuiteQL results into refreshable workbook queries, so finance stops re-exporting CSVs every month. Built to order by ECOSIRE for Oracle NetSuite (build-to-order) — indicative price from $499.00 USD; request a quote for a scoped proposal.
A build-to-order NetSuite-to-Excel reporting layer: authenticated RESTlets serving saved search and SuiteQL results into refreshable workbook queries, so finance stops re-exporting CSVs every month.
Sob encomenda
Finance works in Excel. That is not a failure of NetSuite — it is where the models, the allocations, the board schedules and the twenty years of institutional formula logic live. So every reporting cycle follows the same shape: run the saved search, export CSV, open it, paste into the tab, check the row count did not change, repair the broken references, repeat for the next six searches.
The cost is not the export. It is that the workbook is stale the moment it is built, that nobody trusts a number without knowing when it was pulled, and that a single added column upstream silently breaks a VLOOKUP three tabs away. Reconciliation becomes archaeology.
What finance actually wants is unglamorous: the same saved search they already trust, appearing in a workbook, refreshing on demand, with the columns landing in the same place every time.
This is a build-to-order engagement. There is no product to download and no trial account — we build the connectivity layer for your NetSuite account and your specific reports.
The core is a set of RESTlet scripts written in SuiteScript 2.1. Each endpoint accepts parameters — date range, subsidiary, department, saved search id, custom segment values — validates them, executes the query, and returns a flat tabular payload shaped for a spreadsheet rather than a nested object graph an analyst would have to unpick.
Authentication uses token-based authentication with OAuth 1.0 signing, so each user connects with their own token issued against their own NetSuite role. Nothing runs under a shared service account, which means permission and subsidiary restrictions apply per user, and access is revoked simply by revoking their token.
Two strategies, chosen per report. Existing saved searches are executed by internal id through N/search, so the definition your team already maintains in NetSuite stays the single source of truth — edit the search, and the workbook column set follows. For reports needing joins, unions or window functions that saved searches cannot express, we write SuiteQL executed through the N/query module. Both return through the same endpoint contract, so the Excel side does not care which was used.
Large result sets are paged. The RESTlet returns a page plus a continuation marker, and the workbook query loops until exhausted, so a fifty-thousand-line transaction pull completes without hitting governance limits or a timeout.
On the Excel side we build Power Query connections against those endpoints, with parameters surfaced as workbook cells rather than buried in query code. A user changes the period in a cell, hits Refresh, and every dependent query re-runs. Query output lands in named tables with a stable column order, so downstream formulas, PivotTables and charts keep working when the underlying data changes shape. Where your team prefers it, we deliver an Office Scripts or VBA refresh helper that drives the sequence and reports errors clearly instead of failing silently.
Every refreshed table carries a timestamp and the parameters used, so any figure in the pack can be traced back to when and how it was pulled.
Where reports need to arrive rather than be pulled, we add a Scheduled or Map/Reduce script that runs the same queries server-side, writes the output to the File Cabinet, and emails it to a distribution list. The logic is shared with the interactive path, so the scheduled pack and the on-demand refresh cannot drift apart.
RESTlet execution is logged to a custom record — which endpoint, which user, which parameters, row count, duration. Administrators can see who is pulling what and how often, and diagnose a slow refresh without guesswork. Endpoints are deployed with an audience restricted to the roles that should reach them.
Finance and operations teams already on NetSuite whose reporting cycle depends on repeated manual exports. It fits best where the reports are well understood and stable — a monthly pack, a weekly flash, a reconciliation set — and the pain is refresh effort and trust in data recency, not report design. If your team needs entirely new analysis rather than live delivery of existing analysis, say so in scoping and we will scope it honestly.
1. Scoping call. We inventory the reports you want live: which saved searches, which SuiteQL joins, which parameters need to be user-driven, expected row volumes, and how users are licensed for Excel. We also review your token-based authentication setup, role structure and OneWorld subsidiary layout.
2. Fixed quote. A written scope listing every endpoint, every workbook query, every parameter and the delivery method, at a fixed price. Nothing starts until you approve.
3. Build. Developed against your sandbox account as an SDF project, delivered to you at handover.
4. Install in test. RESTlets deploy to sandbox as an unmanaged bundle or SDF deployment. Your team connects real workbooks with real tokens and refreshes against sandbox data. This is where row counts get reconciled against known-good exports and where column expectations get settled.
5. Install in production. After sandbox sign-off, endpoints deploy to production in an agreed window, production tokens are issued per user, and we validate a live refresh end to end.
6. Support window. Thirty days after go-live for defects and calibration. You own the SDF project and the workbook queries afterwards.
This reads NetSuite data into Excel. It is not a write-back tool — nothing in the workbook edits a NetSuite record, by design, because a spreadsheet is a poor transaction boundary. Refresh speed depends on result size and account load; a pull returning hundreds of thousands of rows is better served by a scheduled server-side extract than an interactive refresh, and we will tell you which of your reports fall on which side of that line during scoping.
Typically two to four weeks from approved quote to production deployment, depending on endpoint count and how much SuiteQL is needed versus reusing existing saved searches.
A short call to confirm the workflow, your platform version and where the integration boundaries sit.
You receive a written scope and a fixed price. Nothing is built until you approve it.
We develop against a copy of your configuration and test it there. Typically two to four weeks.
We install on your instance, hand over the source, and support it for twelve months.
Rebuilds the same workbook every month from six separate CSV exports, and loses hours whenever an upstream column moves and breaks a lookup. Refreshable queries with stable named tables mean the model updates on demand and the column contract stops shifting underneath them.
Cannot tell whether a number in a circulated pack was pulled this morning or last Tuesday, which makes reconciliation disputes hard to settle. Every refreshed table carrying its own timestamp and parameter set makes the provenance of each figure explicit.
Fields constant requests to re-run or tweak exports for finance, and has no visibility into who is pulling what. Per-user tokens with role-scoped endpoints move the pulling to the users themselves, while the execution log shows exactly which reports are running and how heavy they are.
| Critério | ECOSIRE | Construção personalizada | Concorrente |
|---|---|---|---|
| Refreshable in-workbook queries instead of repeated manual CSV export | Incluído | Incluído | Incluído |
| Reuses your existing saved searches as the definition of record | Incluído |
A partir de $499.00
Ponto de partida — orçamentado de acordo com o seu âmbito
| Suporte parcial |
| SuiteQL joins and window functions beyond saved search capability | Incluído | Incluído | Suporte parcial |
|---|
| Per-user token authentication rather than a shared service account | Incluído | Suporte parcial | Suporte parcial |
|---|
| Server-side paging for large result sets within governance limits | Incluído | Suporte parcial | Suporte parcial |
|---|
| Available instantly with no build or scoping period | Não incluído | Não incluído | Incluído |
|---|
| Endpoint source code owned and modifiable by you | Incluído | Incluído | Não incluído |
|---|
| Administrator log of who pulled which report, with row counts and duration | Incluído | Suporte parcial | Não incluído |
|---|
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