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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.”
Coefficient enables true dynamic linking between NetSuite Chart of Accounts and Excel with real-time update capabilities through automated refresh and live data connections.
This creates a truly dynamic link where Excel always reflects current NetSuite COA state without manual intervention, perfect for real-time financial analysis and reporting.
Establish dynamic COA linking with real-time updates
The key to dynamic linking is setting up both the initial connection and configuring automatic updates that capture changes as they happen in NetSuite.
How to make it work
Step 1. Set up your initial dynamic connection.
Use Coefficient’s Records & Lists import and select “Account” as your record type. Choose all relevant COA fields including Account Number, Name, Type, Status, and Parent Account to maintain hierarchical relationships.
Step 2. Configure real-time update settings.
Enable automated refresh with hourly frequency for near real-time updates. You can also use the on-sheet refresh button for immediate updates and set up scheduled refreshes during business hours.
Step 3. Leverage dynamic features.
The live preview shows the first 50 rows before importing, and field updates automatically capture new custom fields. The system preserves parent-child relationships and reflects account activations and deactivations.
Step 4. Build formulas and dashboards on live data.
Create Excel formulas referencing the imported data, build dashboards and reports on top of live data, and schedule hourly refresh during business hours with manual refresh available anytime.
Transform static data into dynamic insights
This approach creates a professional dynamic link with change detection that highlights modified accounts between refreshes and supports multi-currency updates. Get started with your dynamic NetSuite COA connection today.
