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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 exchange rate tables require manual navigation and export with no automated sync capabilities to external spreadsheets. You need direct imports with scheduled refresh to eliminate manual FX rate updates.
Here’s how to automate NetSuite currency exchange rate table updates in your spreadsheets with real-time synchronization and historical rate preservation.
Set up automated exchange rate synchronization using Coefficient
Coefficient eliminates manual NetSuite exchange rate exports by providing direct connections to currency tables with NetSuite automated refresh scheduling.
How to make it work
Step 1. Set up direct exchange rate imports.
Use Coefficient’s SuiteQL Query feature to create custom queries that pull NetSuite’s complete exchange rate tables:. This gives you direct access to all FX data.
Step 2. Configure scheduled rate updates.
Set up Coefficient to refresh your exchange rate data automatically – daily for active trading currencies or weekly for less volatile pairs. Your spreadsheet always has current NetSuite FX rates without manual intervention.
Step 3. Preserve historical rate data.
Import historical exchange rates to maintain period-specific conversion capabilities for financial reporting and analysis. Your automated imports build a comprehensive historical FX database.
Step 4. Create multi-currency rate matrices.
Build comprehensive rate tables showing conversions between all your active currencies (USD, EUR, GBP, CAD, etc.) with automatic updates as NetSuite rates change. These become the foundation for all currency calculations.
Step 5. Integrate with financial calculations.
Your automated exchange rate tables become the data source for all currency conversion formulas across your financial reports, ensuring consistency and accuracy throughout your reporting system.
Eliminate manual FX rate updates with automated NetSuite sync
This automated NetSuite exchange rate sync ensures your currency conversions always use the most current data without tedious manual updates. Automate your exchange rate updates today.
