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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.”
You can connect Excel to NetSuite without any coding knowledge or IT department involvement using Coefficient’s no-code connector. This eliminates the traditional barriers that make NetSuite integrations complex and time-consuming for business users.
Here’s how to set up a direct connection and start pulling live NetSuite data into your Excel workbooks in under 10 minutes.
Skip the technical setup with Coefficient
Traditional NetSuite integrations require API configurations, custom scripting, and developer involvement. Coefficient removes these technical requirements by handling all the complex authentication and connection management automatically through OAuth 2.0, so you can focus on your data analysis instead of technical setup.
How to make it work
Step 1. Install Coefficient from Microsoft AppSource.
Open Excel and navigate to Microsoft AppSource. Search for “Coefficient” and click “Add” to install the add-in directly. No downloads or IT approval required.
Step 2. Connect to NetSuite using OAuth authentication.
Open the Coefficient sidebar in Excel and select “Import Data,” then choose “NetSuite.” Click “Connect to NetSuite” and enter your NetSuite domain and credentials. Coefficient handles all the technical OAuth configuration automatically.
Step 3. Choose your data import method.
Select from five user-friendly options: Records & Lists for standard NetSuite data, Saved Searches to import existing searches, Reports for financial reports, Datasets for pre-configured data sets, or SuiteQL Query for advanced users.
Step 4. Configure your data selection.
Use Coefficient’s drag-and-drop interface to select specific fields, apply filters, and preview your data. You can reorder columns and see exactly what data you’ll import before committing to the full dataset.
Step 5. Set up automatic refresh scheduling.
Choose hourly, daily, or weekly automatic refresh timing, or opt for manual refresh using on-sheet buttons. Your Excel workbooks will stay current with NetSuite data without any ongoing technical maintenance.
Start importing NetSuite data today
Coefficient transforms NetSuite data access from a technical challenge into a simple business process. The entire setup takes minutes instead of hours, and you’ll never need to write code or configure APIs. Try Coefficient and start pulling live NetSuite data into Excel today.
