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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’s raw export data requires extensive manual formatting for currency fields, date columns, and aging bucket organization. You spend time fixing formatting issues instead of analyzing aging data for collections decisions.
Here’s how to import NetSuite aging reports with automatic formatting that eliminates manual adjustment work.
Import structured aging data with built-in formatting using Coefficient
Coefficient streamlines NetSuite aging report formatting through built-in data structuring capabilities. Unlike manual CSV imports, Coefficient imports aging data with proper field types and customizable column arrangements that require minimal formatting work.
How to make it work
Step 1. Import NetSuite aging reports using the Reports method.
Select NetSuite’s standard AR Aging Report from Coefficient’s Reports import options. This method imports aging data with pre-structured formatting that maintains proper field types.
Step 2. Use drag-and-drop column reordering to organize aging buckets.
Organize aging buckets logically (current, 30, 60, 90+ days) using Coefficient’s column customization features. Drag columns into the order that matches your collections workflow.
Step 3. Leverage field selection to import only necessary aging data.
Choose specific aging fields during import to avoid cluttered reports. Select customer names, aging balances, and relevant collection fields without extra columns that require cleanup.
Step 4. Apply Google Sheets conditional formatting to highlight overdue accounts.
Set up conditional formatting rules on the properly formatted aging data to highlight accounts in specific aging buckets. Use color coding for 60+ day or 90+ day overdue accounts.
Step 5. Set up automated refresh schedules to maintain consistent formatting.
Configure weekly refreshes so your aging reports maintain consistent formatting without manual adjustment. Each refresh preserves your column organization and field types.
Step 6. Customize field names and headers during import setup.
Modify column headers during the import process to match your reporting standards. Create clear, descriptive headers that make sense for your collections team.
Eliminate repetitive formatting with structured aging imports
Automatically formatted NetSuite aging data maintains professional presentation standards while eliminating manual formatting tasks. Import your formatted aging reports now.
