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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’ve built complex saved searches in NetSuite for your close process, but manually exporting results each month wastes time and risks errors. Your close spreadsheet needs direct access to these searches with automated updates.
Here’s how to connect existing NetSuite saved searches directly to your month-end close spreadsheet while preserving all your search logic.
Import saved searches directly using Coefficient
Coefficient’s Saved Searches import method connects any existing NetSuite saved search to your close spreadsheet. This preserves all search logic and criteria you’ve already configured without rebuilding filters or recreating complex search conditions.
How to make it work
Step 1. Import your existing saved searches.
Access any saved search from your NetSuite account through Coefficient’s Saved Searches option. This maintains all existing filters, criteria, and calculations you’ve built for close processes without starting from scratch.
Step 2. Schedule automated updates.
Set up daily or hourly refreshes so your close spreadsheet automatically reflects updated search results as NetSuite data changes throughout the close process. No more manual exports or outdated information.
Step 3. Integrate multiple searches into your workbook.
Import different saved searches into separate sheets or sections: Outstanding AP/AR searches, unreconciled transactions, period-end accrual searches, and subsidiary-specific close items all in one organized workbook.
Step 4. Apply sorting for better organization.
Use Coefficient’s sorting functionality to organize saved search results by priority, due date, or responsible party within your close spreadsheet. This creates actionable task lists from your NetSuite data.
Leverage your existing NetSuite investments
This approach uses your current saved search investments while providing automated close checklist updates. Connect your NetSuite saved searches and eliminate manual exports from your monthly close process.
