)
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.”
Connecting Excel to NetSuite general ledger data automatically requires handling complex authentication and API limitations that traditional external data connections can’t manage.
Here’s how to establish automatic GL data connections with multiple import methods and scheduled refresh capabilities.
Access NetSuite GL data automatically using Coefficient
Coefficient solves this through multiple import methods specifically designed for GL data access from NetSuite . You get direct access to Account records, Transaction records, and related GL data with field selection capabilities.
How to make it work
Step 1. Choose your GL data import method.
Use Records & Lists for direct Chart of Accounts access, Reports method for standard General Ledger reports, or SuiteQL Query for custom SQL-like queries with joins and aggregations.
Step 2. Configure your data selection.
Select specific fields, apply filters using AND/OR logic, and set up configurable periods and accounting books. Preview your data to ensure accuracy before importing.
Step 3. Set up automatic refresh scheduling.
Configure hourly, daily, or weekly updates to maintain current GL data. The system handles NetSuite’s 7-day token refresh requirement transparently.
Step 4. Handle large datasets efficiently.
The system supports up to 100,000 rows per query with filtering capabilities, accommodating detailed GL analysis without performance issues.
Reliable GL connections without ODBC complexity
Unlike ODBC drivers or Power Query connections that struggle with NetSuite’s OAuth 2.0 requirements, this native integration handles all authentication automatically. Start connecting your NetSuite GL data to Excel automatically.
