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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.”
Manual balance sheet exports and updates waste valuable time and create opportunities for errors. You can eliminate this manual work by setting up automated balance sheet refreshes that keep your Google Sheets current with your accounting system data.
Here’s how to configure flexible scheduling options that ensure your balance sheet analysis always reflects the most current financial data.
Set up automated balance sheet refreshes using Coefficient
Coefficient delivers powerful auto-refresh capabilities for NetSuite balance sheet data with scheduling options ranging from hourly updates to weekly management reports. The system maintains proper account groupings and preserves formatting hierarchy automatically.
How to make it work
Step 1. Complete the one-time OAuth setup.
Your NetSuite Admin needs to configure OAuth authentication and deploy the required RESTlet script. This one-time setup enables secure API access to your balance sheet data without ongoing manual intervention.
Step 2. Configure your balance sheet import method.
Choose between Direct Reports Import for NetSuite’s standard Balance Sheet report or Custom Balance Sheet via Records & Lists for more flexibility. The Reports import maintains proper account groupings and subtotals, while Records & Lists allows you to build custom balance sheet structures with specific field selections.
Step 3. Set your refresh schedule based on business needs.
Configure hourly refreshes for high-frequency financial monitoring, daily updates for morning dashboards, or weekly schedules for management reporting cycles. The refresh timing is based on the timezone of the user who created the schedule, and you can set up email notifications for refresh status.
Step 4. Configure account filtering and customization.
Apply filters by account type for proper categorization and include custom fields and classifications as needed. The system provides a real-time preview of the first 50 rows before importing, and you can drag-and-drop columns to match your preferred layout.
Step 5. Monitor and maintain your automated refreshes.
Set up email notifications for refresh failures and configure automatic retry on errors. Remember that re-authentication is required every 7 days due to NetSuite security requirements, and there’s a 15 simultaneous API call limit that can be expanded with SuiteCloud Plus.
Eliminate manual balance sheet updates
Automated refreshes ensure your balance sheet analysis always reflects current NetSuite data without breaking Google Sheets functionality. This approach eliminates CSV downloads and uploads while maintaining consistent timing and error handling. Start automating your balance sheet refreshes today.
