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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 trial balance export requires manual CSV downloads that cannot be automated, creating inefficiencies for regular financial reporting workflows.
Here’s how to automate this process with direct Trial Balance report imports and scheduled refresh capabilities that eliminate manual intervention.
Automate trial balance imports using Coefficient
Coefficient automates this process through direct Trial Balance report imports from NetSuite with scheduled refresh capabilities. Import Trial Balance reports through the Reports method with configurable periods and accounting books.
How to make it work
Step 1. Import your Trial Balance report initially.
Select Trial Balance from Coefficient’s Reports method and configure reporting periods, accounting books, and subsidiary filters. Preview your data before importing.
Step 2. Configure automatic refresh scheduling.
Set up hourly, daily, or weekly automatic updates based on your reporting needs. Configure timezone-based scheduling to align with your business hours.
Step 3. Set up on-demand refresh options.
Add on-sheet refresh buttons for immediate trial balance updates outside scheduled times. This provides real-time access when you need current data quickly.
Step 4. Maintain Excel formatting and formulas.
The system preserves Excel formatting and formulas across refreshes while handling automatic token refresh every 7 days to prevent connection failures.
Enterprise-grade automation without technical complexity
This handles NetSuite’s API limitations automatically, including 100K row limits for large datasets and optimal API call management to avoid rate limiting. Start automating your NetSuite trial balance reporting today.
