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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 export automation loses organizational tree structure because scheduled exports and workflows don’t preserve hierarchical relationship data, leaving you with flattened organizational data that requires manual reconstruction.
Here’s how to create complete automation for NetSuite hierarchy preservation that maintains tree structures without any manual intervention.
Build complete automation for tree structure preservation with scheduled imports
Coefficient provides complete automation for NetSuite hierarchy preservation through its scheduled import capabilities combined with relationship field mapping. Unlike NetSuite’s native scheduled exports that flatten hierarchical data, Coefficient’s automated imports maintain the actual parent-child relationship fields needed for tree structure preservation.
How to make it work
Step 1. Configure Records & Lists imports with Parent field selection.
Set up Coefficient’s Records & Lists imports for your organizational records (Department, Location, Employee) and make sure to select Parent relationship fields. This captures the hierarchical data that automated NetSuite exports strip away.
Step 2. Set up automated refresh schedules.
Configure daily or weekly refresh schedules that maintain current hierarchical relationships without manual intervention. Choose timing that aligns with your business needs while ensuring your tree structure data stays current.
Step 3. Apply filtering and field mapping for automatic organization.
Use Coefficient’s filtering and field mapping to automatically organize tree structure data by hierarchy levels. This automation ensures your data imports with proper structure every time without manual sorting or organization.
Step 4. Combine with spreadsheet automation for tree reconstruction.
Set up pivot tables, formulas, or other spreadsheet automation that automatically reconstructs tree views when data refreshes. Use the imported Parent relationship data to create formulas that calculate indentation levels and hierarchy displays.
Step 5. Advanced automation with custom SuiteQL queries.
For advanced automation, use Coefficient’s SuiteQL Query method with scheduled refreshes to create custom hierarchical views that automatically update. Write queries that explicitly maintain organizational tree relationships through JOIN operations, ensuring complete automation of your tree structure preservation.
Eliminate manual tree reconstruction work entirely
This automation eliminates all manual work required to preserve NetSuite organizational structure in exports while keeping your tree structures current. Start automating your organizational tree structure preservation today.
