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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 native saved searches have limited currency conversion automation, especially when you need custom FX rates or real-time updates that differ from the system’s default exchange rates.
Here’s how to set up automated FX rate conversion that eliminates manual rate lookups and keeps your multi-currency reporting current.
Pull NetSuite data with automated currency conversion using Coefficient
Coefficient solves this by combining live NetSuite data extraction with external FX rate automation. You can import your existing saved searches and apply automated currency conversion using live exchange rate APIs directly in your spreadsheet.
How to make it work
Step 1. Import your NetSuite saved search with Coefficient.
Use Coefficient’s Saved Searches import method to pull your existing multi-currency saved search. This brings in all your transaction data with original currency amounts and maintains your existing search criteria and filters.
Step 2. Connect to live exchange rate APIs.
Set up connections to external FX rate sources like XE, Fixer.io, or your bank’s rate feeds in adjacent columns. This eliminates the need to manually look up and enter conversion rates.
Step 3. Create automated conversion formulas.
Build formulas that automatically calculate converted amounts using the live rates. For example: =B2*VLOOKUP(C2,RateTable,2,FALSE) where B2 is your original amount, C2 is the currency code, and RateTable contains your live exchange rates.
Step 4. Schedule automatic refreshes.
Configure Coefficient to refresh your NetSuite data hourly, daily, or weekly. Both your transaction data and exchange rates update automatically, keeping your multi-currency reporting current without manual intervention.
Get real-time multi-currency reporting without the manual work
This approach gives you more flexibility than NetSuite’s built-in currency conversion because you can use real-time market rates, custom treasury rates, or historical rates locked to specific periods. Start automating your FX rate conversions today.
