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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 report subscriptions only support email delivery and cannot be configured to save directly to OneDrive for Business or any cloud storage platform. This limitation forces users to manually save emailed reports or develop complex custom solutions.
Here’s an elegant solution that eliminates the need for report subscriptions while providing automated OneDrive integration.
Create live NetSuite report connections in OneDrive-stored Excel files using Coefficient
Coefficient provides seamless NetSuite cloud storage integration by creating live data connections that eliminate report subscriptions entirely. Build automated report delivery to OneDrive for Business with always-current data.
How to make it work
Step 1. Set up your NetSuite connection through Coefficient.
Complete the one-time OAuth configuration with your NetSuite Admin to enable secure API communication. This eliminates the need for complex custom development to achieve OneDrive integration.
Step 2. Import standard NetSuite reports using the Reports method.
Access all standard NetSuite reports like Income Statement, Trial Balance, and General Ledger directly into Excel files. Configure the same reporting periods, accounting books, and subsidiary selections available in NetSuite subscriptions.
Step 3. Configure automated refresh scheduling.
Set up hourly, daily, or weekly refresh schedules to ensure OneDrive-stored Excel files always contain current NetSuite data. This provides superior automation compared to NetSuite’s subscription system while delivering files to your preferred cloud location.
Step 4. Store and manage reports in OneDrive for Business.
Save your automatically updating Excel files in organized OneDrive folders and share them with stakeholders. This eliminates administrative overhead and ensures stakeholders always access the most current report data through Microsoft’s business ecosystem.
Integrate seamlessly with Microsoft’s business ecosystem
This approach reduces administrative overhead while providing enhanced analysis capabilities and familiar user interfaces that integrate with OneDrive’s collaboration and sharing features. Start building your OneDrive-integrated reporting system today.
