How to Import NetSuite Lists Data into Google Sheets

using Coefficient google-sheets Add-in (500k+ users)

Learn how to seamlessly import NetSuite Lists data into Google Sheets using Coefficient, enabling real-time financial data analysis and automated reporting.

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Finance teams need quick access to NetSuite Lists data for analysis and reporting. But manual exports waste time and create stale data.

A direct connection between NetSuite and Google Sheets solves this problem. You get fresh data and save hours each week.

TLDR

  • Step 1:

    Install Coefficient from Google Workspace Marketplace

  • Step 2:

    Connect your NetSuite account

  • Step 3:

    Select Import from Objects and choose Lists

  • Step 4:

    Configure your data selection and import

  • Step 5:

    Set up auto-refresh to keep your data current

Step-by-step guide to importing NetSuite Lists into Google Sheets

Step 1: Install Coefficient and connect to NetSuite

First, you’ll need to install the Coefficient add-on and connect it to your NetSuite account:

  1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace
  2. Once installed, click on Extensions > Coefficient > Launch
  3. In the Coefficient sidebar, click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI
    Sheet Assistant options.
  1. Select “NetSuite” from the list of available connectors
  2. Follow the authentication prompts to connect your NetSuite account
Finance and accounting connectors including
    QuickBooks, Xero, NetSuite, and Stripe.}

Step 2: Import NetSuite Lists data

Now that you’re connected, you can import your Lists data:

  1. In the Coefficient sidebar, select “Import from Objects”
  2. Choose “Lists” from the available objects
  3. Select the specific list type you need (Customers, Items, Vendors, etc.)
  4. Use filters to narrow down your data if needed
  5. Click “Import” to bring the data into your spreadsheet

Your NetSuite Lists data will now appear in your Google Sheet, organized in columns with headers matching your NetSuite fields.

Step 3: Set up auto-refresh for your data

Keep your data fresh with automated updates:

  1. Click on the Coefficient icon in your sheet where the data was imported
  2. Select “Schedule Refresh”
  3. Choose your preferred frequency (hourly, daily, weekly)
  4. Set specific times and days if needed
  5. Click “Save” to activate your refresh schedule
Auto-refresh options for imported data with daily, hourly,
    and weekly scheduling.

Now your NetSuite Lists data will update automatically according to your schedule, ensuring you always have the most current information for analysis and reporting.

Available NetSuite data in Coefficient

Reports

  • Comparative Income Statement
  • General Ledger Report
  • Income Statement Report

Objects

  • Lists
  • Saved Searches
  • Datasets
  • Records

Frequently asked questions

Take control of your NetSuite data

Importing NetSuite Lists data into Google Sheets doesn’t have to be complicated. With Coefficient, you can create a live connection in minutes.

No more manual exports. No more outdated data. Just real-time NetSuite information ready for analysis in your spreadsheets.

Finance teams can build custom reports that update automatically. Executives get dashboards with the latest numbers. Everyone works from the same accurate data.

The best part? You don’t need technical skills to make it happen. Coefficient’s intuitive interface makes connecting to NetSuite simple for anyone.

Try Coefficient todayReady to transform how you work with NetSuite data?and see how easy it can be to keep your spreadsheets in sync with your NetSuite Lists.

Frequently Asked Questions

  • How to get Lists from NetSuite?

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    In NetSuite, Lists data can be accessed through the Lists menu in the navigation bar. You can view different list types like Customers, Vendors, Items, and more. Each list provides a tabular view of records that can be filtered and exported. However, this manual process is time-consuming and creates static data files. With Coefficient, you can import Lists directly into Google Sheets with a live connection that updates automatically.

  • How do I get a list of Lists in NetSuite?

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    To view available Lists in NetSuite, navigate to the Lists menu in the main navigation bar. This displays categories like Relationships, Accounting, Items, and more. Each category contains specific list types you can access. For a more efficient approach, Coefficient lets you browse all available NetSuite Lists directly from Google Sheets and import them with just a few clicks.

  • How do I import Lists from Google Sheets to NetSuite?

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    To import data from Google Sheets to NetSuite:

    1. Organize your data in Google Sheets with columns matching NetSuite fields
    2. Export as CSV from Google Sheets
    3. In NetSuite, use Import Assistant under Setup > Import/Export

    Alternatively, Coefficient offers two-way sync capabilities, allowing you to push data from Google Sheets directly to NetSuite without CSV exports.

  • How to automate importing NetSuite Lists to Google Sheets daily?

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    Automating NetSuite Lists imports traditionally requires custom scripts or third-party ETL tools. These solutions demand technical expertise and ongoing maintenance. With Coefficient, you can set up automated daily imports in just a few clicks:

    1. Click the Coefficient icon on your imported data
    2. Select “Schedule Refresh”
    3. Choose “Daily” and set your preferred time
    4. Save your settings

    Your data will refresh automatically every day.

  • How to send email alerts about Lists data from NetSuite?

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    To set up email alerts for NetSuite Lists data changes:

    1. Import your NetSuite Lists data to Google Sheets using Coefficient
    2. Click the Coefficient icon and select “Automations”
    3. Choose “Email Alert” and set your conditions
    4. Select recipients and customize your message
    5. Set your trigger frequency

    This creates automated alerts when your data meets specific conditions.

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