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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.”
You can pull comprehensive NetSuite data into Excel using only analytics access permissions, completely bypassing the need for expensive ODBC connectors or additional licensing.
This approach works with your existing SuiteAnalytics Workbook permissions and provides access to all NetSuite records, saved searches, and financial reports through modern API connections.
Access all NetSuite data with analytics permissions using Coefficient
Coefficient maximizes your analytics-only access to NetSuite by connecting through REST Web Services instead of database protocols. This means you can import any data your role permits without needing ODBC licensing or complex infrastructure setup.
The tool works within NetSuite’s existing security model, so you get access to all records, custom fields, and reports that your SuiteAnalytics Workbook permissions allow.
How to make it work
Step 1. Verify your NetSuite permissions.
Ensure you have SuiteAnalytics Workbook permission enabled and REST Web Services access granted. These are the only requirements – no additional licensing or ODBC setup needed.
Step 2. Install and connect Coefficient to NetSuite.
Install the Coefficient Excel add-in and complete OAuth authentication with help from your NetSuite Admin. The setup involves deploying a RESTlet script and configuring integration credentials, taking about 30 minutes total.
Step 3. Choose your import method.
Select from Records & Lists for direct field-level access to any NetSuite record type, Saved Searches to import existing search configurations, Datasets for pre-built analytics, or Reports for standard financial statements like Income Statements and Trial Balances.
Step 4. Configure and import your data.
Use the visual field selector to choose specific data points, apply filters and sorting as needed, and preview the first 50 rows before importing. Set up automated refresh scheduling to keep your Excel data current.
Step 5. Write custom SuiteQL queries for advanced analysis.
Create SQL-like queries for complex data manipulation, joins, and aggregations. SuiteQL queries can handle up to 100,000 rows and provide access to custom fields and segments within your analytics permissions.
Maximize your NetSuite analytics investment
Analytics-only access provides powerful data extraction capabilities when paired with the right integration tool. You get full access to your NetSuite data without the costs and complexity of traditional ODBC solutions. Get started to unlock your NetSuite analytics potential in Excel.
