How to automatically sync NetSuite Chart of Accounts to Excel without manual exports

using Coefficient excel Add-in (500k+ users)

Learn how to automatically sync your NetSuite Chart of Accounts to Excel without manual exports using live connections and scheduled refreshes.

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You can automatically sync your NetSuite Chart of Accounts to Excel using Coefficient’s native connector, which creates a live connection that pulls COA data directly without any manual exports.

This approach eliminates version control issues and ensures your Excel COA always matches NetSuite without manual intervention.

Set up automatic COA sync using Coefficient

Coefficient provides a direct solution through its Records & Lists import method, establishing a live connection that updates your Chart of Accounts automatically on your preferred schedule.

How to make it work

Step 1. Connect to NetSuite through Coefficient.

After installing Coefficient in Excel, authenticate using OAuth 2.0. This requires a one-time NetSuite Admin setup to deploy the RESTlet script and configure permissions.

Step 2. Import your Chart of Accounts.

Select “Import from NetSuite” → “Records & Lists” → “Account”. Choose specific fields like Account Number, Account Name, Account Type, Currency, and Status. You can apply filters if needed, such as Active accounts only.

Step 3. Configure automated refresh.

Click the refresh button on your imported data and select “Schedule refresh”. Choose your frequency: Hourly, Daily, or Weekly, and set the specific time based on your timezone.

Step 4. Preview and finalize your import.

Review the first 50 rows in the preview window to ensure all necessary fields are included. The system maintains your field selection and filtering preferences for future refreshes.

Keep your COA current with zero manual work

This automated sync ensures real-time data accuracy with scheduled refreshes and eliminates the need to log into NetSuite for updates. Try Coefficient to set up your automatic Chart of Accounts sync today.

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