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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 NetSuite revenue arrangement details directly into spreadsheet templates, eliminating manual data entry and ensuring templates always reflect current contract information.
This guide shows you how to automate template population with live NetSuite data that updates automatically without manual intervention.
Automate template population with live revenue arrangement data using Coefficient
Coefficient provides direct access to NetSuite or NetSuite Revenue Arrangement records with granular field selection and filtering capabilities. This eliminates transcription errors and ensures templates stay current with authoritative NetSuite data.
How to make it work
Step 1. Import Revenue Arrangement records using Records & Lists method.
Select specific fields like contract terms, recognition methods, performance obligations, and allocation details. Choose only the fields needed for your template to avoid unnecessary complexity.
Step 2. Apply filtering to focus on relevant arrangement data.
Use date, customer, or contract type filtering to focus on specific arrangement types relevant to your template needs. This keeps templates focused on actionable data.
Step 3. Configure automated refresh scheduling.
Set up daily or weekly refreshes to keep template data current without manual intervention. The system handles NetSuite’s authentication requirements automatically.
Step 4. Use drag-and-drop column ordering to match template structure.
Reorder columns to match your existing template layout. This ensures imported data fits seamlessly into your established template format.
Step 5. Leverage spreadsheet formulas to transform data for template calculations.
Build formulas that transform NetSuite data into template-specific calculations and formatting. Create summary calculations, percentage allocations, or other template requirements.
Ensure templates stay accurate and current automatically
This approach eliminates time-consuming manual template updates while ensuring consistency with NetSuite’s authoritative revenue data. Automate your templates and maintain accuracy without manual effort.
