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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 journal entry exports from NetSuite create bottlenecks in accounting review workflows. Each review session requires repetitive export steps, wasting time and creating opportunities for errors from outdated data.
Automated data pulls eliminate these inefficiencies by establishing persistent pipelines that keep your Excel analysis current.
Set up automated JE data pipelines using Coefficient
Coefficient addresses the manual data pull bottleneck by creating automated pipelines between NetSuite and Excel. Your journal entry data updates automatically without repetitive export cycles.
How to make it work
Step 1. Configure Transaction Records import.
Set up Records & Lists import targeting Transaction records, filtering specifically for Journal Entry transaction types. Select fields essential for review: Date, Document Number, Account, Debit/Credit amounts, Entity, Department, Class, and Memo.
Step 2. Set automation schedules.
Choose daily refresh for ongoing JE review processes, hourly refresh for high-volume environments requiring real-time visibility, or weekly refresh for periodic review cycles. The system handles authentication automatically, refreshing every 7 days as required by NetSuite’s token policy.
Step 3. Apply advanced filtering.
Use date range filters, account-specific filters, or subsidiary filters with AND/OR logic. These dynamic filters provide functionality that manual NetSuite exports cannot match, automatically adjusting to pull relevant entries based on your criteria.
Step 4. Integrate custom SuiteQL queries.
Write queries to pull JE data with additional context like account descriptions, entity names, and approval status. This eliminates the need for multiple separate exports while providing comprehensive review information in a single automated pull.
Transform reactive review into proactive analysis
Automated JE data pulls eliminate manual export cycles while ensuring data currency for accurate review decisions. Your accounting team gets always-current data without workflow disruption. Start automating your JE review process today.
