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How to Pull NetSuite Custom Reports into Excel

Last Updated: December 10, 2025

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Frank Ferris

Sr. Manager, Product Specialists

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NetSuite custom reports hold your financial data. But getting NetSuite data into Excel is hard. Most tools can’t handle NetSuite’s custom reports. NetSuite has a super complex API. So, finance and ops teams waste hours on manual downloads.

Coefficient solves this problem. Coefficient’s NetSuite Agent is the only tool that pulls NetSuite custom reports into Excel. No more fighting with exports, and you’re free from manual reporting.

TLDR

  • Step 1:

    Install Coefficient on Excel & open the extension

  • Step 2:

    Click on “Import from…”, select NetSuite Agent

  • Step 3:

    Follow the prompts to connect NetSuite to Excel

  • Step 4:

    Grab your NetSuite custom report URL

  • Step 5:

    Paste it & click import

Get Started with Coefficient for Free

Pull NetSuite Custom Reports into Excel: Step-by-Step Guide

Step 1: Get the Coefficient add-in

Open Excel. Launch the Coefficient add-in.

coefficient netsuite connector for Excel

Click “Import” and pick NetSuite Agent from your list.

netsuite connector for excel - netsuite agent

Step 2: Copy your NetSuite URL

Go to NetSuite in your browser. Open any custom report. Could be a P&L. Could be a saved search. Copy the full URL.

copy netsuite custom report url for excel

Step 3: Import your data

Back in Excel, paste that URL into Coefficient.

paste netsuite custom report url into excel

Click Import and watch your report load into your spreadsheet.

netsuite custom report synced into excel

Done.

Note: Stay logged into NetSuite. The connection needs your active session to work. This keeps your data secure while maintaining your access rights.

Why use Coefficient?

  • Your team can work together in real time. Everyone sees the same data. Updates happen instantly across your organization.
  • You don’t need special software. Excel works on any device. Phone, laptop, tablet. Access your reports anywhere.
  • Set up auto-refresh schedules. Your sheets update with fresh NetSuite data without you doing anything.

Better NetSuite reporting at your fingertips

Your NetSuite data is now in Excel. Build financial models. Create charts and pivots. Use formulas your team already knows.

Keep NetSuite open in your browser while you work. The connection needs your login session.

Ready to fix your NetSuite workflow? Get started with Coefficient.