How to Import NetSuite Datasets into Google Sheets

Financial teams need quick access to NetSuite data. But exporting it manually is tedious and error-prone.

What if you could pull NetSuite Datasets directly into Google Sheets and keep them updated automatically?

This guide shows you exactly how to do that using Coefficient.

How to import NetSuite Datasets into Google Sheets

Follow these simple steps to get your NetSuite Datasets flowing into Google Sheets.

Step 1: Install Coefficient and connect to NetSuite

• Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace
• Once installed, click Extensions > Coefficient > Launch
• In the Coefficient sidebar, click “Import Data”
• Select “NetSuite” from the list of connectors
• Follow the authentication prompts to connect your NetSuite account

Step 2: Import NetSuite Datasets

• In the Coefficient sidebar, select “Import from Objects”
• Navigate to “Datasets” in the objects list
• Browse available Datasets or use the search function to find specific ones
• Select the Dataset(s) you want to import
• Configure any filters or parameters as needed
• Click “Import” to pull the data into your spreadsheet

Step 3: Set up auto-refresh (optional but recommended)

• Click on the imported data range
• In the Coefficient sidebar, select “Schedule Refresh”
• Choose your preferred refresh frequency (hourly, daily, weekly)
• Set specific times for the refresh to occur
• Click “Save” to activate automatic updates

That’s it! Your NetSuite Datasets are now available in Google Sheets and will stay updated based on your schedule.

Customize your NetSuite data imports

Once you’ve imported your Datasets, you can:

• Create custom formulas and calculations
• Build visualizations and charts
• Set up Slack or email alerts for data changes
• Share insights with stakeholders while maintaining data security

Coefficient makes it easy to work with your financial data without leaving the familiar Google Sheets environment.

Take control of your NetSuite data

Importing NetSuite Datasets into Google Sheets doesn’t have to be complicated. With Coefficient, you can create a direct pipeline between your financial data and your spreadsheets.

This approach eliminates manual exports, reduces errors, and ensures everyone works with the most current information. Finance teams can focus on analysis rather than data gathering.

The ability to schedule automatic refreshes means your reports are always up-to-date without any manual intervention. And with Coefficient’s sharing and alerting features, you can keep stakeholders informed of important changes.

Best of all, you can implement this solution in minutes without any coding or complex setup. Your team can continue working in familiar Google Sheets while accessing live NetSuite data.

Try Coefficient todayReady to streamline your financial reporting process?and transform how you work with NetSuite data.