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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.”
Coefficient provides comprehensive access to NetSuite custom records and fields, addressing a common limitation where many NetSuite connectors only support standard objects. You can access ALL NetSuite records, including custom records created specifically for your organization’s unique business processes.
Here’s how to import custom records and fields from NetSuite into Excel for comprehensive business analysis that includes your organization’s unique data requirements.
Access all custom records through Records & Lists import method
Coefficient’s Records & Lists import method gives you direct access to ALL NetSuite records, including custom records alongside standard objects like Customers, Items, and Vendors. Custom fields within both standard and custom records are fully supported with limited exceptions for certain specialized field types.
How to make it work
Step 1. Select Records & Lists from import options.
Open Coefficient in Excel and choose “Import Data,” then select “NetSuite” and choose “Records & Lists” from the available import methods. This method provides the most comprehensive access to custom objects.
Step 2. Browse and select custom record types.
Browse the available record types where custom records appear alongside standard NetSuite records. Select any custom record type that your organization has created for specific business processes or industry requirements.
Step 3. Choose custom fields within any record type.
When configuring your import, custom fields appear in the field selection interface alongside standard fields. Use drag-and-drop functionality to select and organize both standard and custom fields for your analysis needs.
Step 4. Preview custom field data before importing.
Use Coefficient’s real-time preview capabilities to verify that custom fields are pulling the correct data and that custom field names and values are preserved exactly as they appear in NetSuite.
Step 5. Set up refresh schedules for ongoing custom data access.
Configure automatic refresh schedules (hourly, daily, or weekly) to keep your custom record and field data current in Excel without manual intervention.
Analyze your complete NetSuite data picture
Coefficient’s custom record and field support is particularly valuable for organizations that have extensively customized NetSuite for industry-specific workflows, complex approval processes, or unique data tracking requirements. Your Excel analysis can incorporate all relevant business data, not just NetSuite’s standard objects. Start accessing your complete NetSuite dataset today.
