)
Written by
Table of Contents
“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 finance teams and admins can get data in native .XLSX format directly in Excel using Coefficient’s NetSuite connector, bypassing the export system where the format problem originates. There is no system-wide setting in NetSuite to change the default export format. This affects all users regardless of role or permissions. The platform exports files with a .XLS extension containing XML Spreadsheet 2003 content — a legacy format that triggers security warnings in modern Excel versions every time.
A common frustration among NetSuite users managing monthly financial reporting: there is no configuration option to fix this at the admin level. The workaround of resaving each file as .XLSX before use adds a manual step to every single export cycle.
How to get NetSuite data in XLSX format without changing export settings
Step 1. Configure the OAuth connection between Coefficient and NetSuite
Have your NetSuite admin deploy Coefficient’s RESTlet script and configure the external URL settings for OAuth 2.0 access. This one-time setup creates a direct API connection to your NetSuite instance. From this point, Coefficient imports data straight into Excel without using NetSuite’s export system at all — so the file format problem never arises.
Step 2. Select your data source in Coefficient
Open Coefficient in Excel and select Import from NetSuite. Choose from Records and Lists for any NetSuite record type, Saved Searches to pull existing searches, Reports for financial statements, or SuiteQL Query for custom data pulls. Each method delivers data in native Excel format, properly structured in your spreadsheet cells — not a downloaded file with a mismatched extension.
Step 3. Schedule automatic refreshes to replace manual export cycles
Click Schedule on your import and set a refresh interval — hourly, daily or weekly — based on how often your data needs to update. Each cycle pulls fresh data from NetSuite via the API and lands it in the same cells, keeping your formulas and pivot tables working on current numbers without anyone running an export or resaving a file.
What you get
NetSuite data arrives in your Excel workbook in proper format on a schedule, without security warnings, without manual resaving and without anyone touching NetSuite’s export interface. Finance teams stop losing time to format handling and get straight to the analysis. For reference on how to structure NetSuite financial data in Excel, see Coefficient’s finance dashboard examples.
Stop working around NetSuite’s export format today at coefficient.io/get-started.
