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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Manual copy-paste from NetSuite to Excel wastes hours every week and introduces errors from outdated data. You’re constantly switching between systems, copying data, and reformatting spreadsheets just to keep your analysis current.
Here’s how to set up completely automated NetSuite data transfer that updates your Excel models without any manual intervention.
Replace manual workflows with automated NetSuite data sync using Coefficient
Coefficient creates live data connections between NetSuite and Excel with multiple import methods and flexible scheduling options. Your spreadsheets update automatically while you focus on analysis instead of data entry.
How to make it work
Step 1. Connect NetSuite to Excel through OAuth authentication.
Your NetSuite administrator sets up the OAuth connection once, then you can access all your NetSuite data directly in Excel. This secure connection supports multiple subsidiaries and departments based on your permissions.
Step 2. Choose the right import method for your data needs.
Use Records & Lists for transaction data and customer information, Saved Searches for pre-configured NetSuite queries, Reports for financial statements, or SuiteQL for complex custom queries. Each method provides different ways to access your NetSuite data automatically.
Step 3. Configure automated refresh scheduling.
Set up hourly, daily, or weekly automatic updates based on how current your data needs to be. The automated refreshes run in the background without disrupting your Excel work, keeping your models current without manual intervention.
Step 4. Build Excel analysis using the automated data imports.
Create your calculations, charts, and pivot tables referencing the automatically updated NetSuite data. Since the data refreshes on schedule, your analysis always reflects current business conditions without manual updates.
Focus on analysis instead of data entry
Automated NetSuite data transfer eliminates manual processes while providing more current data than traditional export methods. Set up your automated data pipeline and stop copying and pasting.
