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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’s standard exports often truncate custom field data or require separate exports for line-level details, making comprehensive invoice analysis difficult.
Here’s how to extract complete invoice data including custom fields and line items in a unified format that updates automatically.
Get comprehensive invoice data with custom fields using Coefficient
Coefficient provides comprehensive support for NetSuite invoice data extraction including custom fields and line items, addressing limitations in NetSuite standard export capabilities.
How to make it work
Step 1. Set up your NetSuite connection.
Install Coefficient and complete the OAuth authentication. Your NetSuite admin will deploy the RESTlet script for comprehensive data access including custom fields.
Step 2. Extract invoice headers with custom fields.
Use Records & Lists to import Transaction records with transaction-level custom fields like project codes, sales rep, or approval status. Include entity custom fields like territory, category, or credit terms.
Step 3. Get line item details with SuiteQL queries.
Create queries for line-level data: SELECT t.tranid as invoice_number, tl.item as item_id, i.itemid as item_name, tl.quantity, tl.rate, tl.amount as line_amount FROM transaction t JOIN transactionline tl ON t.id = tl.transaction JOIN item i ON tl.item = i.id WHERE t.type = ‘Invoice’
Step 4. Include advanced item and pricing details.
Add item descriptions, categories, custom item fields, pricing information, discounts, tax details, and project/class tracking at the line level. This creates a comprehensive view of each invoice.
Step 5. Optimize for performance and scheduling.
For large datasets, filter by date range or entity to stay within the 100K row limit. Set up daily or weekly refresh for line-level data and select only required fields to improve query performance.
Get unified invoice data automatically
This approach provides comprehensive invoice data extraction with header and line data in coordinated spreadsheet tabs, far beyond NetSuite’s standard export functionality. Start extracting complete invoice data today.
