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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 export detailed invoice line items from NetSuite to Excel weekly with automated scheduling that captures individual product details, not just summary totals.
This guide shows you how to set up weekly exports that pull granular transaction data including SKUs, quantities, rates, and amounts for each line item.
Get detailed invoice line items automatically using Coefficient
Coefficient connects directly to NetSuite to access Transaction Line records, which contain individual invoice line items rather than summary invoice data. Unlike NetSuite’s native export functionality that typically provides only invoice totals, this approach captures each product line as separate rows with complete details.
How to make it work
Step 1. Connect to NetSuite and select Transaction Line records.
Use the Records & Lists import method to access Transaction Line records. This gives you granular access to individual invoice line items instead of summary-level invoice data that NetSuite typically exports.
Step 2. Choose your specific fields for product details.
Select fields like Item Name, SKU, Quantity, Rate, Amount, Invoice Number, Customer, and Date. You can also include custom fields from both invoice headers and line items for complete product information.
Step 3. Apply filters to focus on relevant invoices.
Use date range filters to capture invoices from specific periods. You can also filter by customers or other criteria using AND/OR logic to narrow down your data set.
Step 4. Set up weekly automated scheduling.
Configure automatic data refresh on a weekly schedule through the scheduling feature. Choose your preferred day and time, and the system will handle timezone-based scheduling automatically.
Step 5. Review your structured output.
Each product line appears as individual Excel rows with complete product details. The data stays current with automatic refresh capabilities, eliminating manual export requirements.
Start automating your weekly invoice exports
Weekly invoice line item exports give you consistent access to detailed product data without manual intervention. Get started with automated NetSuite exports today.
