Extracting NetSuite database IDs into Excel with Solution 7 can be highly useful for tasks like bulk updates, cross-referencing data, or reporting. Having these IDs in Excel makes it easier to analyze data, perform bulk updates, and collaborate with teams that may not have direct access to NetSuite. It also helps in data cleanup and system integrations, where unique identifiers are essential for accurate processing.
What are Internal NetSuite Database IDs?
Internal IDs are database codes that uniquely identify records in NetSuite. These IDs are used at a very low level in the database to associate records and are typically referred to as “keys to the table.” These identifiers are essential for tasks such as reporting, bulk updates, and integrations but are not designed to be user-friendly or visible in NetSuite’s interface.
Method 1: Extracting Internal IDs Using the List Functionality with Solution 7
To extract internal IDs using NetSuite’s list functionality, follow these steps in your Solution 7 tab in Excel:
Go to the List of Records: For example, let’s say you want to extract internal IDs for departments.
Select Columns: Once you are in the list of departments, click to choose the columns you want to display.
Add the ID Column: Look for the “Department ID” (or other relevant ID for different records) and add it to the list.
Export the Data: After adding the internal ID column, click “OK.” The internal IDs for each department will be displayed alongside their respective names in Excel.
Method 2: Using Solution 7 Lookup Functions to Retrieve Internal IDs
Solution 7 also provides lookup functions that allow you to retrieve internal IDs for records based on specific criteria, such as the department name. Here’s how you can do it:
Use the Lookup Function: The NetSuite lookup functions work by filtering based on a field. For instance, you can use a function like NSDepartment to look up a department’s internal ID.
Choose the Field to Filter By: In this case, you will filter by the full name of the department. When setting up the function, you can choose the full name to return the corresponding internal ID.
Enter the Formula: Once you have entered the correct formula, the function will return the internal ID by filtering based on the full name.
Drag the Formula Down: After you have set up the function for one row, you can drag the formula down to retrieve the internal IDs for all other records in your list.
Conclusion
In summary, there are two main methods to extract internal NetSuite database IDs into Excel using Solution 7:
Using the List Functionality: This method involves exporting data from the list view and selecting the relevant ID column, such as "Department ID."
Using Lookup Functions: This method allows you to dynamically filter records and look up their internal IDs based on a field like the full name.
Both methods provide an effective way to access internal IDs, which can be useful for reporting, bulk updates, and integration tasks.
If you’d like to see how to extract external IDs from NetSuite using Solution 7, click the video below to watch a clip from our recent webinar where Solution 7 Co-Founder, Simon Miles, discussed and executed this function live.
For more quick guides, you can explore the full playlist here: Ask the Expert Webinar Series.
To see how Solution 7 enhanced financial reporting and budgeting in Excel for a business like Certified Collision, read our case study.
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