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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.”
Financial dashboards need current transaction data to provide accurate insights, but manually updating Airtable with NetSuite transaction information creates delays and errors. You can automate this process to keep your financial dashboards current with real-time transaction activity.
Here’s how to set up automated transaction sync that eliminates manual data entry while providing the current financial information your dashboards need.
Sync transaction data automatically using Coefficient
Coefficient delivers robust automated NetSuite sync capabilities for transaction updates through comprehensive record access and flexible refresh scheduling. You can access all transaction types including sales orders, invoices, payments, expenses, and journal entries.
How to make it work
Step 1. Import all NetSuite transaction records.
Use Records & Lists to access sales orders, invoices, payments, expenses, and journal entries with complete field selection. Include amounts, dates, customers, vendors, and custom transaction fields for comprehensive dashboard data.
Step 2. Filter transactions for dashboard relevance.
Apply filtering with AND/OR logic to isolate transactions by type, date range, subsidiary, or department. Use date-based filtering to capture current period transactions that matter for your financial dashboard reporting.
Step 3. Set up hourly automated refresh.
Configure automated refresh scheduling for near real-time transaction updates in financial dashboards. Use manual refresh buttons for immediate updates during critical financial reporting periods.
Step 4. Use SuiteQL for complex transaction analysis.
Write custom queries for multi-table joins and transaction aggregations. Access up to 100,000 rows per query to handle large transaction volumes for comprehensive dashboard data analysis.
Step 5. Export to Airtable financial dashboards.
Export updated transaction data as CSV for direct Airtable import or copy-paste for immediate dashboard updates. The system maintains data integrity during transfer with proper field type handling for financial calculations.
Keep financial dashboards current automatically
This automated approach provides finance teams with current transaction data without requiring API development expertise or complex integration management. Start automating your transaction updates today.
