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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 NetSuite PO data exports create approval delays and data inconsistencies. Approval teams work with outdated information while waiting for someone to remember to export the latest purchase order data, leading to poor decisions and frustrated stakeholders.
Here’s how to eliminate manual export processes with fully automated workflows that keep shared spreadsheets current with real-time NetSuite approval data.
Automate PO data sharing using Coefficient
Coefficient transforms manual NetSuite PO export processes into automated workflows. Your shared NetSuite spreadsheets maintain current approval data through scheduled refresh, ensuring approval teams always work with accurate information without manual intervention.
How to make it work
Step 1. Configure your data connection.
Set up Coefficient’s NetSuite integration using OAuth authentication with one-time NetSuite Admin configuration. Select Records & Lists import method for Transaction records, filtering specifically for Purchase Order transaction types. Choose relevant PO fields including number, date, vendor, amount, currency, accounting period, approval status, current approver, and approval history.
Step 2. Set up automated refresh scheduling.
Configure refresh timing based on your approval urgency: hourly refresh for time-sensitive approvals, daily refresh for standard workflows, or manual refresh capability for immediate updates when needed. The automated scheduling eliminates export/import cycles and ensures data consistency across approval teams.
Step 3. Create shared access for approval teams.
Build shared Google Sheets or Excel workbooks accessible to all approval stakeholders without requiring NetSuite access. Use Coefficient’s drag-and-drop column reordering to customize views for different approval roles and departments. Set up role-based permissions so approvers see only relevant purchase orders.
Step 4. Implement advanced filtering for approval stages.
Use Coefficient’s filtering capabilities to automatically segment POs by approval status, amount thresholds requiring different approval levels, department assignments, and vendor categories. Create separate views for pending approvals, approved POs awaiting receipt, and rejected items requiring revision.
Eliminate manual exports forever
Automated PO data sharing replaces error-prone manual processes with reliable, scheduled synchronization that scales across multiple subsidiaries and departments. Your approval teams stay informed without NetSuite system access. Start automating your PO data exports today.
