Manual employee data exports from NetSuite create constant maintenance headaches. Every time someone gets hired, promoted, or changes departments, you’re stuck downloading CSV files and updating spreadsheets by hand.
Here’s how to set up a direct connection that keeps your Google Sheets employee directory current without any manual work.
Set up automated NetSuite employee sync using Coefficient
Coefficient creates a direct connection between NetSuite and Google Sheets that refreshes your employee data automatically. Unlike manual exports, this connection runs in the background and updates your directory whenever changes happen in NetSuite.
How to make it work
Step 1. Connect Coefficient to your NetSuite account.
Install Coefficient from the Google Workspace Marketplace and complete the one-time OAuth setup with your NetSuite admin. This creates a secure connection that respects your existing NetSuite permissions and role-based access controls.
Step 2. Import employee records using the Records & Lists method.
Select “Employee” from the Records & Lists options and choose which fields you want to sync. You can pull standard fields like name, email, department, role, and hire date, plus any custom fields your organization uses for employee tracking.
Step 3. Configure your field selection and filters.
Use the drag-and-drop interface to arrange columns in your preferred order. Add filters to sync only active employees or specific departments using AND/OR logic. The real-time preview shows you exactly what data will appear in your Google Sheet.
Step 4. Set up automated refresh scheduling.
Choose hourly, daily, or weekly refresh schedules based on how often your employee data changes. For organizations with frequent hiring or restructuring, hourly updates keep directories current. Stable teams can use daily or weekly refreshes to reduce API usage.
Step 5. Apply department and status filters for targeted syncing.
Filter by employee status to exclude terminated employees automatically. Use department filters to create separate directories for different teams or locations. These filters update dynamically, so employees automatically move between directories when their NetSuite records change.
Keep your employee directory current without the manual work
Automated NetSuite employee sync eliminates the constant maintenance of manual exports while keeping your Google Sheets directories accurate and current. Start your free trial to set up automated employee data sync today.