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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 set up automated weekly NetSuite data exports for compliance backups without any IT involvement using no-code solutions that eliminate manual CSV exports and custom development requirements.
This guide shows you how to create reliable, scheduled compliance backups that run automatically and store your data securely in the cloud.
Automate NetSuite compliance backups using Coefficient
Coefficient provides a no-code solution that connects directly to NetSuite through OAuth and automatically exports your compliance data to NetSuite spreadsheets on a weekly schedule. Unlike NetSuite’s manual CSV exports, this approach runs without user intervention and captures complete datasets including custom fields that standard exports often miss.
How to make it work
Step 1. Configure your NetSuite OAuth connection.
Your NetSuite Admin needs to set up OAuth authentication once by deploying the required RESTlet script and configuring external URL permissions. This one-time setup enables secure API access without ongoing IT support.
Step 2. Create your compliance data imports using Records & Lists.
Select the specific NetSuite records you need for compliance (transactions, accounts, customers, vendors) and choose which fields to include. You can apply filters for date ranges, subsidiaries, or transaction types to focus on compliance-relevant data.
Step 3. Schedule weekly automated refreshes.
Set your imports to refresh weekly using Coefficient’s scheduling options. The system will automatically extract your NetSuite data and update your spreadsheets without any manual intervention, creating timestamped compliance backups.
Step 4. Configure cloud storage for offsite compliance.
Your data automatically stores in Google Sheets or Excel cloud platforms, satisfying regulatory offsite backup requirements. This eliminates the need for separate cloud storage setup while providing geographic redundancy and built-in security controls.
Start building automated compliance workflows today
Automated NetSuite compliance backups eliminate manual export processes while ensuring complete data capture and reliable scheduling. Transform your compliance documentation from a weekly manual task into an automated workflow that runs reliably in the background. Get started with automated NetSuite compliance backups today.
