Pull NetSuite COA data into Excel using saved search vs ODBC connection

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

Compare methods for pulling NetSuite COA data into Excel. Learn why Coefficient offers a superior alternative to saved searches and ODBC connections.

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Coefficient offers a superior alternative to both saved searches and ODBC connections for pulling NetSuite COA data into Excel, eliminating complex setup while providing more control than traditional methods.

Here’s how each method compares and why Coefficient’s Records & Lists import delivers the best results for COA data extraction.

Compare your NetSuite COA import options

While saved searches and ODBC connections each have their place, Coefficient’s approach combines the best of both worlds without the technical complexity or limitations.

How to make it work

Step 1. Understand your current options.

Saved searches maintain existing NetSuite criteria but offer limited additional filtering. ODBC connections require complex driver installation, IT involvement, and connection string management with potential security vulnerabilities.

Step 2. Use Coefficient’s Records & Lists import instead.

Select “Import from NetSuite” → “Records & Lists” → “Account” for full filtering capabilities with AND/OR logic. This provides field selection with drag-drop ordering and better performance than saved searches.

Step 3. Configure your connection securely.

Coefficient uses OAuth 2.0 authentication through a user-friendly interface with secure RESTlet API communication. No driver installations or complex configurations needed.

Step 4. Access saved searches when needed.

You can still import existing NetSuite saved searches directly through Coefficient, maintaining all saved search criteria and logic with one-click refresh capabilities.

Skip the complexity and get better results

Coefficient eliminates ODBC complexity while providing more control than saved searches, making it ideal for dynamic COA synchronization needs. Start your free trial to experience the difference.

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