)
Written by
Table of Contents
“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 Transaction Import Assistant forces you through multiple screens for file upload, field mapping, data validation, and import confirmation every single time. This manual process becomes a bottleneck for recurring journal entries and standardized adjustments.
Here’s how to create journal entries automatically without ever seeing the Transaction Import Assistant interface.
Create journal entries directly through NetSuite’s record API
Coefficient bypasses the Transaction Import Assistant entirely by creating journal entries directly through NetSuite’s record API. This eliminates the multi-screen workflow and enables fully automated journal entry processing from your NetSuite Excel templates.
How to make it work
Step 1. Set up direct NetSuite record access.
Connect to NetSuite through Coefficient’s Records & Lists method, which provides direct journal entry creation through NetSuite’s record API. This completely bypasses the import assistant interface.
Step 2. Configure one-time field mapping.
Map your Excel journal entry columns to NetSuite fields using drag-and-drop. These mappings persist across all automated runs, eliminating the need to configure field mapping screens repeatedly.
Step 3. Set up automated scheduling for recurring entries.
Configure hourly, daily, or weekly journal entry creation schedules. When journal entries are added to your Excel template, the next scheduled run automatically creates them in NetSuite without manual intervention.
Step 4. Enable automatic validation and processing.
Use the 50-row preview feature to validate journal entry data before automated processing. The system handles NetSuite’s 7-day authentication refresh automatically, ensuring uninterrupted automation.
Step 5. Monitor automated journal creation.
Coefficient provides real-time error reporting and retry logic for failed journal entries. You’ll receive notifications if any entries fail validation, with specific details about required corrections.
Streamline recurring journal entry processing
This approach is particularly valuable for monthly accruals, depreciation entries, and standardized adjustments that follow consistent patterns but require regular processing. Automate your journal entry workflow today.
