)
Written by
Table of Contents
“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.”
NetSuite doesn’t provide user preferences to change the default Excel export format. This is a system-wide limitation that cannot be configured at the user, role, or company level, leaving everyone stuck with the same problematic XML Spreadsheet 2003 format.
Here’s how to get the configuration control and personalization that NetSuite’s export system lacks.
Get personalized data configurations that NetSuite can’t provide
Coefficient provides the configuration control NetSuite lacks through user-specific connection settings, customizable import configurations, and personalized refresh preferences. Each user can configure their own workspace to match their workflow needs.
How to make it work
Step 1. Set up personalized import templates.
Create custom import configurations for your most-used NetSuite data sources. Save field selections, filter settings, and column ordering preferences that match your specific analysis needs, then reuse these templates whenever you need fresh data.
Step 2. Configure individual refresh schedules.
Set up refresh schedules based on your personal workflow – some users need hourly updates for sales data, others prefer daily financial report refreshes. Each import can have its own schedule without affecting other users’ configurations.
Step 3. Customize data format and presentation.
Control how your data appears in Excel through native formatting capabilities. Since data imports directly in XLSX format, you can use all modern Excel features and save formatting preferences that persist across refreshes.
Get the flexibility NetSuite’s export system denies
Each user deserves data configurations that match their workflow needs. Coefficient provides the personalization and control that NetSuite’s rigid export system can’t deliver. Configure your workspace the way you need it.
