How to map Google Drive folder structure to NetSuite record hierarchies

using Coefficient excel Add-in (500k+ users)

Align Google Drive folders with NetSuite hierarchies using custom fields and advanced reporting to maintain organizational structure and track compliance.

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You can map Google Drive folder structure to NetSuite record hierarchies by creating custom fields for folder paths at each hierarchy level and using consistent naming conventions that mirror your NetSuite organization.

The real value comes from analyzing these relationships to ensure your folder structure stays aligned with NetSuite’s organizational hierarchy over time.

Analyze folder structure mapping with Coefficient reporting

While NetSuite stores the mapping, Coefficient provides the analysis tools to visualize hierarchical relationships and track folder organization compliance across your entire organization.

How to make it work

Step 1. Establish the mapping structure in NetSuite with custom fields.

Add custom fields to store Drive folder paths at each hierarchy level in your NetSuite records. Create a consistent naming convention that mirrors NetSuite’s hierarchy – for example, if you have Parent Company > Subsidiary > Department, your Drive folders should follow the same structure.

Step 2. Import hierarchical data using Records & Lists.

Pull customer records with parent-child relationships and include your Google Drive folder URL custom fields. Import subsidiary, department, and class hierarchies to get a complete view of your organizational structure and corresponding folder mappings.

Step 3. Create visual hierarchy reports with conditional formatting.

Build tree-structure views showing NetSuite hierarchy alongside corresponding Drive folders. Use conditional formatting to highlight missing folder links and track folder organization compliance across different organizational units.

Step 4. Build validation dashboards using SuiteQL queries.

Create queries that compare NetSuite hierarchy depth with Drive folder structure: `SELECT c.companyname, c.custentity_drive_folder, p.companyname as parent_company, p.custentity_drive_folder as parent_folder FROM customer c LEFT JOIN customer p ON c.parent = p.id WHERE c.custentity_drive_folder IS NOT NULL`. This identifies orphaned folders or missing mappings.

Step 5. Schedule automated compliance monitoring.

Set up weekly reports that alert when new NetSuite records lack corresponding Drive folders. Track folder structure consistency over time and provide management visibility into file organization across departments and subsidiaries.

Keep your folder structure aligned with business growth

This approach ensures your Google Drive organization evolves with your NetSuite hierarchy while providing superior visibility and control through spreadsheet-based analysis. Start building your folder structure compliance reports with Coefficient today.

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