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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.”
Exporting transfer order replenishment data from NetSuite to Excel doesn’t have to involve manual CSV downloads and tedious imports. You can pull this data directly into Excel with live connections that update automatically.
Here’s how to set up a seamless data flow that keeps your replenishment analysis current without the manual work.
Pull transfer order data directly into Excel using Coefficient
Coefficient connects your NetSuite transfer orders directly to Excel, eliminating the export-import cycle. You get real-time data with the ability to refresh on demand or schedule automatic updates.
How to make it work
Step 1. Connect Coefficient to NetSuite.
Install Coefficient in Excel and authenticate with your NetSuite account using OAuth. Your NetSuite admin will need to deploy the RESTlet script for secure API communication.
Step 2. Import transfer order records.
Select “Import from NetSuite” → “Records & Lists” → “Transaction” and filter for “Transfer Order” transaction type. Choose the fields you need like location details, item quantities, transfer status, and dates.
Step 3. Apply replenishment-specific filters.
Filter by date ranges, specific locations, or transfer order status to focus on active replenishment activities. You can use AND/OR logic to create complex filtering criteria.
Step 4. Set up automatic refreshes.
Click “Schedule” to set hourly, daily, or weekly data updates. The system handles re-authentication automatically and maintains your connection even when Excel is closed.
Keep your replenishment data current
This approach transforms static transfer order exports into dynamic replenishment dashboards that update automatically. Your inventory analysis stays current without manual intervention. Try Coefficient to streamline your NetSuite data workflows.
