Data source guides

How to export your NetSuite data

Last checked 28 September 2026

Answer

A user with the Export Lists and Perform Search permissions runs a saved search, then clicks Export - CSV, Export - PDF or Export - Microsoft Excel on the results page, which writes .csv, .pdf or .xlsx. Full history comes out as one saved search export per record type, since NetSuite documents no single whole account export button.

What it holds

Financials, transactions and transaction lines, customers, vendors, items, plus File Cabinet documents.

Find the size

The admin reads usage at Setup then Company then Service Tier Dashboard, which shows File Cabinet Size (GB) accurate as of the previous day, Monthly Transaction Lines for the previous month, and a rolling six month average of transaction lines. Quote File Cabinet GB and the monthly transaction line figure.

What to enter on the form

NetSuite in records, and the year your company started using it. Seller form

Sources