Connect NetSuite to Google Sheets with Coefficient

Coefficient keeps your NetSuite reports and saved searches live in Google Sheets, so month-end reporting stops being manual.

Coefficient connecting NetSuite to Google Sheets and Excel with two-way syncCoefficient connecting NetSuite to Google Sheets and Excel with two-way sync
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How to connect NetSuite to Google Sheets

Your NetSuite admin sets up the connection once. After that, anyone on the team installs the Coefficient add-on, picks a saved search or report and sets it to refresh.

1. Install Coefficient

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Install the Coefficient add-on from Google Workspace Marketplace and open it from the Extensions menu in Google Sheets.

Coefficient add-on in Google Workspace Marketplace with the Install button

2. Connect NetSuite

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Your NetSuite admin sets up the connection once. Then your team signs in and starts importing. See the admin setup.

Coefficient sidebar with NetSuite selected as the data source to connect

3. Choose your data

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Pick a saved search, report, record, dataset or SuiteQL query.

Coefficient import options for NetSuite saved searches, reports, records, datasets and SuiteQL

4. Preview and import

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Check the preview, then import the results into your sheet.

5. Schedule auto-refresh

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Set the import to refresh hourly, daily or weekly, or refresh it yourself whenever you need the latest numbers.

Coefficient schedule settings for an hourly, daily or weekly NetSuite refresh in Google Sheets
Coefficient add-on in Google Workspace Marketplace with the Install button

Ways to import NetSuite data into Google Sheets

Start from any NetSuite report or saved search, or write a SuiteQL query, and it lands in a new tab

SheetsExcel

Same imports in Google Sheets and Excel

We’ve avoided the much higher costs of similar NetSuite packages, at least $50,000 a year in savings. And the automated data pipeline from our ERP to Excel saves our teams a few hours a week.

Sam Sholeff

Sam Sholeff

Director of Finance, Cyrq Energy

Two-way sync

Post changes from Google Sheets back to NetSuite

Journal entries prepared in Google Sheets and mapped for export to NetSuite in Coefficient
  • Turn each row into a journal entry, invoice, order or bill
  • Match each sheet column to its NetSuite field
  • Preview the export and approve it before it posts

AI Dashboards

Turn your NetSuite data into a live dashboard

CFO Operating Dashboard with P&L trend, cash and AR built with Coefficient AI Dashboards
  • Describe the dashboard and AI builds it from your sheet
  • Share a live link, no NetSuite login needed
  • Get Slack, Teams or email alerts when numbers change

150+ integrations

Blend NetSuite with 150+ other data sources

NetSuite alongside Salesforce, HubSpot, Stripe and 150+ other data sources Coefficient connects
  • Put NetSuite revenue next to Salesforce and HubSpot pipeline
  • Match NetSuite and CRM records on customer ID
  • No warehouse or ETL job to set up

What finance teams build with NetSuite and Coefficient

Monthly P&L dashboard

Monthly P&L dashboard by department built from NetSuite data

Sales and order reports

NetSuite open sales orders report in Google Sheets

Inventory and warehouse reports

NetSuite inventory on hand by warehouse in Google Sheets, flagging items below reorder point

AR and AP aging dashboard

AR and AP aging dashboard with open balances, aging and due dates

AI Sheets Assistant

Clean your NetSuite data with the AI Sheets Assistant

AI Sheets Assistant cleaning and standardizing NetSuite vendor names in Google Sheets
  • Standardize vendor, customer and account names
  • Merge duplicate records with one prompt
  • Create pivots and formulas from plain English

Coefficient vs. NetSuite CSV export vs. custom scripts

Compare import, refresh, writeback and sharing for NetSuite reporting in Google Sheets.

CoefficientNetSuite CSV exportCustom scripts
Get NetSuite data into a sheetRun the search, export a CSV, paste it in.A developer builds a RESTlet or SuiteScript.
Keep reports up to dateExport and paste again every time.Breaks when searches or fields change.
Send journal entries back to NetSuiteUpload a CSV through the Import Assistant.Custom code for every record type.
Combine with CRM and warehouse dataNetSuite only.A new integration for each source.
Get alerts when numbers changeNot available.Custom code for every alert.
Share with people who don’t have NetSuite accessEmail a static file that’s outdated tomorrow.Depends on how it was built.
Who can run itOnly people with a NetSuite login.Only the developer who built it.

Set up access with your NetSuite admin

Security, compliance, and control - without the enterprise sales cycle.

SSO & access control

Your identity provider. Your rules.

  • SSO: Okta, Azure AD, Google Workspace, OneLogin
  • Roles: Admin, Editor, Viewer
  • Permissions: Control who accesses which data sources
Security

Coefficient NetSuite connector capabilities at a glance

Import NetSuite saved searches, reports, records, datasets and SuiteQL results into Google Sheets.

What Coefficient supports
Saved searches
Reports
Records and lists
Datasets
SuiteQL
Scheduled refresh
Writeback
Alerts
Team reporting
Cost

NetSuite Google Sheets integration FAQs

Look for a NetSuite connector that supports saved searches, SuiteQL, records and datasets, plus scheduled refresh and your access requirements. Coefficient imports saved searches, records, datasets, SuiteQL results and standard financial reports into Google Sheets, with NetSuite Agent for other reports. It also imports CRM and warehouse data for combined reporting. NetSuite is a premium source on our Enterprise plan.

About NetSuite

Oracle NetSuite brings finance, inventory and operations together. Coefficient connects NetSuite to Google Sheets and Excel so your team can build reports in the spreadsheets it already uses.