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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.”
Field mapping determines how NetSuite data appears in your Excel spreadsheets and which fields sync between systems. Getting this configuration right prevents data errors and ensures your integration works smoothly.
Here’s how to set up field mapping that handles NetSuite’s complex data structure and custom field requirements.
Configure NetSuite field mapping with visual preview using Coefficient
Coefficient provides sophisticated field mapping capabilities that show you exactly how NetSuite field structure works. This understanding is essential whether you’re doing one-way imports or planning bidirectional integration.
How to make it work
Step 1. Select your NetSuite record type and available fields.
Choose the specific NetSuite record you want to map – Customers, Items, Transactions, or any custom record type. You’ll see all available fields including custom fields, with proper field type identification for text, numbers, dates, and boolean values.
Step 2. Use drag-and-drop field reordering for optimal layout.
Arrange fields in the order that makes sense for your Excel workflow. Drag important fields like Customer Name or Transaction Amount to the front, and move less critical fields toward the end. This visual organization improves spreadsheet usability.
Step 3. Preview field data and formatting before finalizing.
The real-time preview shows the first 50 rows of actual NetSuite data with proper formatting. You can see how custom fields display, check for any data quality issues, and verify that field relationships are working correctly.
Step 4. Configure custom column headers and field aliases.
Rename column headers to match your Excel naming conventions. For example, change “entityid” to “Customer ID” or “trandate” to “Transaction Date”. This makes your spreadsheet more user-friendly and professional.
Step 5. Handle NetSuite custom fields with proper type mapping.
Custom fields require special attention for field type conversion. Text fields, picklists, date fields, and number fields each have specific formatting requirements. The preview helps you identify any custom fields that need special handling.
Step 6. Test field mapping with SuiteQL for complex scenarios.
For advanced field mapping needs, use SuiteQL queries to create calculated fields, join data across records, and handle complex field relationships. This is especially useful for bidirectional sync planning where you need to understand NetSuite internal ID mapping.
Perfect your NetSuite Excel field configuration
Proper field mapping is the foundation of reliable NetSuite Excel integration. Understanding how fields connect and display gives you the knowledge needed for any synchronization project. Start mapping your NetSuite fields to see how professional field configuration works.
