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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.”
Finance teams and controllers can pull NetSuite financial data, income statements, trial balances, general ledger transactions and saved searches, directly into Excel on automated hourly, daily or weekly refresh schedules using Coefficient’s NetSuite connector, with no CSV downloads and no file conversion. The standard NetSuite-to-Excel workflow is: navigate to the report, set the period and subsidiary, export to CSV, open in Excel, deal with the format warning, reformat columns, paste into the working file. Every time the data needs to update, the whole process repeats.
Bhavuk Gupta, a Coefficient reviewer on the Chrome Web Store, described what changes: “It saves a huge amount of time by connecting data seamlessly and automating tedious workflows. It’s like having a superpower for anyone working with NetSuite.”
How to set up automated NetSuite financial data pulls in Excel
Step 1. Configure the OAuth connection and install Coefficient in Excel
Have your NetSuite admin deploy Coefficient’s RESTlet script and configure the external URL settings for OAuth 2.0 access. Install Coefficient from the Excel Office Add-ins store. Open the Coefficient sidebar, select Import from NetSuite and authenticate. This one-time setup replaces every future manual export cycle with a scheduled API pull.
Step 2. Choose the right import method for each financial dataset
For standard financial statements, income statement, balance sheet, trial balance, select Reports in Coefficient’s NetSuite import options and choose your report type. Configure the reporting period, subsidiary and department to match your close requirements. For GL transaction detail that the Reports method does not expose, use Records and Lists and select the Transaction record type with the fields you need. For existing NetSuite saved searches, choose Saved Searches and pick from your org’s list. Each method lands data directly in your Excel cells in native .XLSX format.
Step 3. Build a multi-sheet financial workbook with simultaneous refresh
Import each financial dataset to a separate worksheet tab within the same Excel workbook, trial balance on one tab, transaction detail on another, subsidiary-level P&L on a third. Use Coefficient’s Refresh All option to update every import simultaneously with a single trigger. This replaces the process of opening NetSuite, navigating to each report, exporting separately and pasting each file into the workbook one at a time.
Step 4. Schedule automatic refresh aligned to your close calendar
Click Schedule on each import and set the timing to match your close cycle. Daily refresh at 6 AM keeps data current for flux analysis during close. Hourly refresh on days four through six of close, when journal entries are posting frequently, lets accountants see impacts without waiting for a manual update. For board reporting workbooks, weekly refresh on Monday morning means leadership always opens a current file.
What you get
Your Excel financial workbooks update on a schedule without anyone navigating to NetSuite, waiting for exports or dealing with format warnings. Controllers and FP&A teams spend close week on analysis rather than data assembly. Multiple reports refresh simultaneously so subsidiary, department and consolidated views are always in sync.
Start pulling NetSuite financial data into Excel automatically at coefficient.io/get-started.
