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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Yes, you can automatically export any NetSuite saved search to specific Excel worksheets on hourly, daily, or weekly schedules. Coefficient provides direct access to your saved searches and maintains all the filters, criteria, and calculations from NetSuite.
This eliminates manual export processes while preserving your saved search logic and automating multiple searches across different worksheets.
Automate NetSuite saved search exports to Excel using Coefficient
Coefficient connects directly to your NetSuite saved searches and imports them to specific worksheets with automated refresh schedules. All search logic, filters, and calculations transfer exactly as configured in NetSuite.
How to make it work
Step 1. Connect to NetSuite and access your saved searches.
Open the Coefficient sidebar in Excel and select “Import from NetSuite” then “Saved Searches.” You’ll see a dropdown list of all saved searches you have permission to access in your NetSuite account.
Step 2. Select target worksheets and configure imports.
Choose your desired saved search and specify exactly which worksheet should receive the data and the starting cell location. Preview the first 50 rows to verify the data looks correct before importing.
Step 3. Set up automatic refresh schedules for each search.
Configure hourly, daily, or weekly refresh schedules for each saved search import. You can run different saved searches to different worksheets simultaneously, each with its own refresh timing based on how frequently the data changes.
Step 4. Apply additional sorting if needed.
While you can’t add filters beyond the saved search criteria, you can apply additional sorting to the results. The search logic and calculations from NetSuite remain intact during imports and refreshes.
Step 5. Name and organize multiple imports.
Give each import a descriptive name for easy identification and management. This is especially helpful when running multiple saved searches in a single workbook, as you can track and manage each import separately.
Streamline your NetSuite reporting with automated saved searches
Automating saved search exports eliminates repetitive manual work while maintaining the integrity of your NetSuite search logic. Your Excel reports stay current with fresh data on your schedule. Get started with automated NetSuite saved search exports today.
