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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.”
You can set up automatic NetSuite data exports to Excel files stored in SharePoint that refresh on your schedule without any manual work. Coefficient handles the automation while you focus on analyzing the data.
Here’s how to configure scheduled refreshes and integrate with SharePoint for seamless team collaboration.
Set up automated NetSuite to Excel exports using Coefficient
Coefficient connects directly to NetSuite and refreshes your Excel data on hourly, daily, or weekly schedules. The data updates automatically even when you’re offline, and you can save these files to SharePoint for team access.
How to make it work
Step 1. Install Coefficient and connect to NetSuite.
Download the Coefficient add-in for Excel (works with both Desktop and Online versions). Your NetSuite admin will need to set up OAuth 2.0 authentication once – this creates a secure connection that lasts for 7 days before requiring re-authentication.
Step 2. Create your data imports.
Choose from Records & Lists, Saved Searches, or SuiteQL queries depending on your data needs. Use the drag-and-drop interface to select exactly which fields you want, and preview the first 50 rows to verify everything looks correct.
Step 3. Configure automatic refresh schedules.
Set up hourly refreshes for time-sensitive data like sales transactions, daily refreshes for financial reports, or weekly refreshes for strategic summaries. Each import can have its own schedule, and refreshes run based on your timezone.
Step 4. Save to SharePoint and set up team access.
Save your Excel file to SharePoint once the imports are configured. Team members can access the file through SharePoint while the data continues refreshing automatically. Use Excel Online for the best SharePoint collaboration experience.
Step 5. Optimize refresh timing and manage multiple imports.
Schedule refreshes during off-peak hours to minimize system load. You can consolidate multiple NetSuite data sources into a single workbook, each with different refresh schedules based on how frequently the data changes.
Start automating your NetSuite exports today
Automated NetSuite exports eliminate repetitive manual tasks while keeping your SharePoint files current with live data. Your team gets consistent, up-to-date information without the hassle of manual exports. Get started with Coefficient to set up your automated data pipeline.
