You can automate NetSuite sales order data feeds directly into your existing Google Sheets Transportation Management System without disrupting your current workflow or structure.
Here’s how to set up automated data feeds that preserve your TMS layout while eliminating manual order entry.
Feed NetSuite sales orders into your TMS automatically using Coefficient
Coefficient connects directly to your NetSuite sales orders and can import them to a dedicated data feed tab. You then use formulas to pull relevant orders into your main TMS without changing your existing structure.
How to make it work
Step 1. Set up your sales order import.
Go to Import from → NetSuite → Records & Lists → Transaction: Sales Order. Select fields like Order Number, Customer, Ship Date, Items, and any custom shipping instructions. Apply filters for order status if you only need orders requiring TMS processing.
Step 2. Import to a dedicated data feed tab.
Create a separate “Data Feed” tab for your NetSuite imports. This keeps your raw data separate from your TMS workflow and prevents any disruption to your existing calculations or layout.
Step 3. Schedule automatic updates.
Click “Schedule” in your import settings and choose the frequency that matches your dispatch planning needs. Set timezone and notification preferences to stay informed about data updates.
Step 4. Connect the feed to your TMS using lookup formulas.
Use VLOOKUP or INDEX/MATCH formulas in your main TMS to pull new orders from the data feed tab. Filter by order date, status, or other criteria to show only orders that need TMS processing.
Streamline your TMS operations today
This approach eliminates manual order entry errors while preserving your existing TMS functionality. You get timely updates for dispatch planning without disrupting your established workflow. Automate your sales order feed and focus on logistics instead of data entry.