How to export and license your NetSuite history

Short answer: To export your NetSuite history, an Administrator can run a Full CSV Export from Setup, Import/Export, Export Tasks. It saves a zip of CSVs but skips some record types. For the rest, export saved search results to CSV or Excel, which needs the Export Lists and Perform Search permissions. No export is needed to start a Latopis check.

Steps below are from NetSuite’s official documentation and are accurate as of October 2026. Menus change, so check the linked sources before you start.

What you need first

Full CSV Export is available only to the Administrator role.
The Full CSV Export does not export all data. If it times out, export lists individually instead.
Exporting search results needs the Export Lists and Perform Search permissions.

Run a Full CSV Export

Go to Setup > Import/Export > Export Tasks > Full CSV Export.
Click Submit.
Save the zip file of CSV files to your computer.

Export saved search results

Run the search or saved search you need. To keep relationships between records, add Internal ID as a results column.
On the results page, click Export - CSV, Export - Microsoft Excel, or Export - PDF.
If a long search times out, NetSuite recommends persisting search results before exporting to CSV.

Sources

What buyers value in your NetSuite record

For a construction firm, NetSuite holds the financial and operational backbone: projects, job costs, purchasing, and billing over the years. Buyers who license the operating record look for that long history and how it ties to the work in the field.

Privacy and ownership

ERP data contains customer, vendor, and employee details, addresses, and account numbers. Strip or mask personal names, account numbers, and client details before anything is shared. Names, emails, phone numbers, and account numbers come off before a buyer sees the record, and records you hold for clients as their agent are not part of a license.

You do not need to export anything to start. The Latopis check asks three questions: your systems, the company, and who can sign. You approve the scope before anything moves, and the company keeps its data.

What is your NetSuite record worth?

Three questions, a rough range, and nothing leaves your systems.

Run the two-minute value check

Questions about exporting NetSuite

Do I need to export NetSuite data to start?

No. The Latopis check asks three questions: your systems, the company, and who can sign. Nothing is uploaded to start.

Does the Full CSV Export include everything?

No. NetSuite says it does not export all data. Use saved search exports for other records.

Why don’t I see an Export button on search results?

You need the Export Lists and Perform Search permissions. Ask your NetSuite administrator.

This page is general information, not legal advice. If contracts with clients or employees limit how records may be used, check them with your own counsel.