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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 copy-paste of revenue recognition schedules from NetSuite to Excel is time-consuming and error-prone. There’s a better way to get this critical financial data into your spreadsheets automatically.
You’ll learn how to set up live data connections that populate Excel with current revenue recognition data on demand or on schedule.
Automate revenue recognition exports using Coefficient
Coefficient eliminates manual copy-paste by creating direct connections between NetSuite and Excel. Unlike CSV exports that require downloads and formatting, this approach gives you live data that updates automatically.
How to make it work
Step 1. Connect NetSuite to Excel through Coefficient.
Install the Coefficient Excel add-in and authenticate with your NetSuite account using OAuth 2.0. Your NetSuite admin will need to deploy the required RESTlet script for secure API communication.
Step 2. Import revenue recognition schedules using Records & Lists.
Select “Revenue Recognition Schedule” from the Records & Lists menu. Choose specific fields like recognition date, amount, item, customer, and status. Apply filters for time periods or subsidiaries relevant to your reporting needs.
Step 3. Configure automated refresh scheduling.
Set up hourly, daily, or weekly refresh schedules to keep your Excel data current. The system handles authentication refresh automatically, so your data stays synchronized without manual intervention.
Step 4. Use SuiteQL for complex revenue recognition reporting.
For advanced requirements, create custom queries that join revenue recognition schedules with transaction and item data. This provides comprehensive datasets that would normally require multiple separate exports.
Start automating your revenue recognition reporting
Automated revenue recognition data imports save hours of manual work while reducing errors in critical financial reporting. Get started with live NetSuite connections today.
