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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 GL exports from NetSuite create workflow friction and version control nightmares for accounting teams. Every journal entry review session requires downloading fresh data, losing annotations, and starting over.
Here’s how to eliminate those repetitive export cycles and maintain live GL data in Excel that updates automatically.
Set up live GL data connections using Coefficient
Coefficient creates a persistent connection between NetSuite and Excel that refreshes your GL data automatically. Unlike NetSuite’s static exports, this approach maintains your Excel formulas, annotations, and collaborative features while keeping the underlying data current.
How to make it work
Step 1. Connect NetSuite to Excel through Coefficient.
Your NetSuite admin deploys the required RESTlet script once to establish secure API communication. This bypasses NetSuite’s manual export limitations entirely and creates the foundation for automated data refresh.
Step 2. Import GL data using Records & Lists.
Select “Transaction” records and filter for journal entries. Choose essential fields like Date, Document Number, Account, Debit/Credit amounts, and Memo for comprehensive JE review. The data preview shows the first 50 rows so you can verify field selection before setup.
Step 3. Configure automated refresh schedules.
Set up hourly, daily, or weekly refresh schedules based on your review cycle. For month-end processes, daily refreshes ensure you’re always working with current data without manual intervention. The refresh happens in the background without disrupting your work.
Step 4. Structure your workbook for collaboration.
Create separate tabs for raw GL data, pivot analysis, and JE review annotations. Your Excel formulas and conditional formatting persist through refresh cycles, while multiple reviewers can access the same live workbook simultaneously.
Transform your GL review process
Automated GL refresh eliminates the version control issues and workflow friction that plague manual NetSuite exports. Your team gets current data without the repetitive download cycles. Start building your automated GL workflow today.
