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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.”
NetSuite’s standard exports require individual entity selection or complex saved searches, making bulk invoice exports for multiple customers time-consuming and inefficient.
Here’s how to export open invoices for multiple entities simultaneously with flexible filtering and automated refresh capabilities.
Export multiple entities in bulk using Coefficient
Coefficient excels at bulk invoice exports for multiple entities from NetSuite , eliminating the need for individual entity exports while providing flexible filtering and unified formatting.
How to make it work
Step 1. Set up your NetSuite connection in Excel.
Install Coefficient and complete the OAuth authentication process. Your NetSuite admin will deploy the RESTlet script for bulk data access.
Step 2. Configure bulk entity filtering.
Use Records & Lists with OR logic to include multiple specific entities. Apply filters for “Entity IN (Customer1, Customer2, Customer3)” and “Status = Open” to capture all open invoices across selected customers.
Step 3. Use SuiteQL for advanced multi-entity queries.
Create queries like: SELECT c.companyname as customer_name, t.tranid as invoice_number, t.amount, t.amountremaining, t.duedate FROM transaction t JOIN customer c ON t.entity = c.id WHERE t.type = ‘Invoice’ AND t.status = ‘Open’ AND c.companyname IN (‘Customer A’, ‘Customer B’, ‘Customer C’)
Step 4. Apply category and territory filtering.
Filter by customer categories, territories, sales rep, or subsidiary instead of individual entities. Combine entity filters with date criteria for more targeted bulk exports.
Step 5. Set up automated bulk processing.
Configure daily or weekly updates to capture new invoices across all entities automatically. The 100,000 row limit handles large multi-entity datasets efficiently while maintaining consistent formatting.
Streamline multi-entity invoice management
This eliminates multiple individual entity exports while providing comprehensive invoice data across your entire customer base with automated refresh capabilities. Perfect for collections teams and territory management. Start bulk exporting today.
