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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.”
Manual NetSuite project cost exports eat up hours every week and leave you working with outdated data. There’s a better way to get your project costs into Google Sheets automatically.
Here’s how to set up direct NetSuite project cost integration that updates your spreadsheets without any manual work.
Automate NetSuite project cost tracking using Coefficient
Coefficient eliminates manual exports by creating a direct connection between NetSuite and Google Sheets. Your project cost data syncs automatically, so you always have current information without the weekly export routine.
How to make it work
Step 1. Install Coefficient and connect to NetSuite.
Add the Coefficient Google Sheets add-on from the workspace marketplace. Your NetSuite admin will need to complete a one-time OAuth setup to establish the secure connection between systems.
Step 2. Import project cost data using Records & Lists.
Select the Records & Lists import method to access your Project records and related transaction data. Choose the fields you need like Project Name, Total Cost, Labor Cost, Expense Cost, and Status. You can also import custom project fields that aren’t available in standard NetSuite exports.
Step 3. Apply filters to focus on relevant projects.
Use AND/OR logic to filter your data by active projects, specific date ranges, cost thresholds, or any other criteria. This keeps your spreadsheet focused on the projects that matter most to your analysis.
Step 4. Schedule automatic data refreshes.
Set up daily, weekly, or even hourly updates so your project cost data stays current. The refresh happens automatically in the background, so you’ll always have the latest numbers without lifting a finger.
Start tracking project costs automatically
Direct NetSuite integration transforms your project cost tracking from a manual weekly chore into an automated system that keeps your data fresh. Get started with Coefficient today.
