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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.”
NetSuite doesn’t offer a built-in way to export a comprehensive role permissions matrix, leaving administrators stuck with manual processes or complex custom scripting solutions.
Here’s how to extract your complete role permissions data into a spreadsheet format without writing a single line of SuiteScript code.
Import role data directly into spreadsheets using Coefficient
Coefficient connects directly to NetSuite and NetSuite to pull role and permission data through its Records & Lists import method. This eliminates the need for custom RESTlet development while giving you access to the underlying role data that NetSuite’s native interface can’t export comprehensively.
How to make it work
Step 1. Set up your NetSuite connection in Coefficient.
Install Coefficient in your spreadsheet application and configure the OAuth connection to your NetSuite instance. Your NetSuite admin will need to deploy the RESTlet script and set up the external URL configuration for secure API communication.
Step 2. Import Role records using Records & Lists.
Select “Role” as your record type and choose fields like Role Name, Role ID, and all permission-related fields. Use the preview feature to see the first 50 rows and drag-and-drop to reorder columns as needed.
Step 3. Import related permission and user data.
Create separate imports for Employee records (to get user role assignments) and any subsidiary permission records. This gives you the complete dataset needed to build your permissions matrix.
Step 4. Build your permissions matrix with spreadsheet formulas.
Use VLOOKUP, INDEX/MATCH, or pivot tables to combine the imported data into a comprehensive matrix. Apply conditional formatting to highlight unusual permission combinations or potential conflicts.
Step 5. Schedule automated refreshes.
Set up hourly, daily, or weekly refresh schedules to keep your permissions matrix current without manual intervention. The data will automatically update to reflect any role changes made in NetSuite.
Keep your permissions data current
This approach gives you the comprehensive role permissions visibility that NetSuite’s native tools simply can’t provide. Start building your automated permissions matrix today.
