The Full CSV Export option in NetSuite does not currently export all data as CSV files. Only users who have the Administrator role can use the CSV Export function.
This menu option exports the following data:
-
Accounting Lists
-
Classes
-
Contacts
-
Customers
-
Departments
-
Employees
-
Expense Categories
-
Items
-
Memorized Transactions
-
Notes
-
Other Names
-
Partners
-
Saved Reports (that you own)
-
Ship Items
-
Solutions
-
Tasks
-
Topics
-
Transaction Detail Report
-
Vendors
Note : On record lists such as Customer and Item, the export mechanism exports the data based on the view you have selected for each list.
To export selected data as a CSV file:
-
Go to Setup > Import/Export > Export Tasks > Full CSV Export.
-
Click Submit.
A progress bar will appear.
When progress is complete, the File Download window appears.
Note
If the export times out, you can export smaller sets of data by opening pages for the lists or reports listed above and clicking the Export - CSV button.
-
In the File Download window, select Save this file to disk and then OK.
The Save As window appears with File Name highlighted.
-
In the Save As window, enter a file name that means something to you, like your company name and 'listsandrecords', with the extension ZIP.
For example, you might name your file WOLFELISTSANDRECORDS.ZIP.
-
Click Save.
-
Open the ZIP file to see the titles of the generated CSV files.
For example, when you unzip the exported file, you can choose the file custjobs.csv.
-
Open the CSV file in a spreadsheet or text editor program.
Note
The CSV Export function runs your saved searches and saves the results in a CSV file. A saved search that fails may cause the export to fail. So if you encounter errors during the export, review your saved searches to find the problem.