Modern Excel versions, especially Office 365, flag NetSuite’s legacy export format as potentially unsafe due to stricter security protocols. This creates workflow disruptions and compatibility headaches that slow down your accounting processes.
Here’s how to ensure full compatibility with current Excel versions while working with NetSuite data.
Use native Excel integration built for Office 365
Coefficient uses native Excel add-in architecture designed specifically for Office 365, ensuring full compatibility with modern Excel versions. Data imports through secure OAuth 2.0 connections and maintains current XLSX format standards, eliminating all compatibility issues.
How to make it work
Step 1. Install from the Office Add-ins store.
Add Coefficient directly from Excel’s Office Add-ins marketplace. The integration is built using Microsoft’s current add-in framework, ensuring compatibility with Excel Online, desktop versions, and all Office 365 features.
Step 2. Connect to NetSuite with modern authentication.
Set up the OAuth 2.0 connection to your NetSuite instance. This secure authentication method meets Office 365’s security requirements and eliminates the file-based security warnings that plague traditional exports.
Step 3. Import data in native Excel format.
Select your NetSuite data and import directly into your workbook. The data arrives in proper XLSX format with full support for dynamic arrays, XLOOKUP, Power Query, and all modern Excel features.
Work seamlessly with modern Excel capabilities
Stop fighting compatibility issues and security warnings. Coefficient ensures your NetSuite data works perfectly with Office 365, supporting cloud collaboration, AutoSave, and all current Excel features. Connect your data the modern way.