How to automatically sync NetSuite saved searches to Google Sheets without manual export

using Coefficient google-sheets Add-in (500k+ users)

Learn how to automatically sync NetSuite saved searches to Google Sheets with scheduled refreshes, eliminating manual exports and maintaining real-time data accuracy.

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Manual exports from NetSuite to Google Sheets create workflow bottlenecks and eat up valuable time. You can eliminate this repetitive process entirely by setting up automated sync for your saved searches.

Here’s how to connect any NetSuite saved search directly to Google Sheets with scheduled refreshes that keep your data current without lifting a finger.

Connect saved searches directly using Coefficient

Coefficient provides a direct NetSuite Google Sheets integration that bypasses manual exports completely. The platform connects to your existing saved searches and maintains all original search criteria, filters, and formatting automatically.

How to make it work

Step 1. Install Coefficient and complete NetSuite OAuth setup.

Your NetSuite admin needs to complete the one-time OAuth configuration and deploy the RESTlet script. This creates a secure API connection that operates independently of NetSuite’s web interface.

Step 2. Select your saved search for import.

Choose “Import from NetSuite” then “Saved Searches” to access all your existing saved searches. You’ll see a preview of the first 50 rows to verify data accuracy before importing.

Step 3. Configure automated refresh scheduling.

Set up hourly, daily, or weekly refresh cycles based on how often your data needs to update. The system will automatically pull fresh data from NetSuite according to your schedule without any manual intervention.

Step 4. Optimize for multiple saved searches.

You can import multiple saved searches into different sheets within the same workbook. Stagger refresh times to distribute API load and ensure all your reports update reliably.

Start automating your NetSuite data today

Automated saved search sync eliminates the export/import cycle that slows down your reporting workflow. Your data stays current, maintains NetSuite’s original formatting, and updates in the background while you focus on analysis instead of data management. Get started with automated NetSuite sync today.

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