How to Import NetSuite Records Data into Google Sheets

Finance teams need NetSuite Records data in Google Sheets. But manual exports waste time and create stale data.

What if you could pull live NetSuite Records directly into your spreadsheets? And keep that data fresh automatically?

This guide shows you how to import NetSuite Records into Google Sheets in minutes.

Step-by-step guide to importing NetSuite Records

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
2. Click Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install from Google Workspace Marketplace
4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
5. Click “Import Data” in the sidebar
6. Select “NetSuite” from the list of available connectors
7. Follow the authentication prompts to connect your NetSuite account

Step 2: Import NetSuite Records data

Now that you’re connected, let’s import your Records data:

1. In the Coefficient sidebar, select “NetSuite” from your connected accounts
2. Click on “Objects” to view available data types
3. Select “Records” from the list of available objects
4. Choose the specific Record type you need (Customers, Vendors, Items, etc.)
5. Use filters to narrow down the data if needed
6. Select the columns you want to import
7. Click “Import” to bring the data into your spreadsheet

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

Keep your NetSuite data fresh with automatic updates:

1. Click on the Coefficient icon next to your imported data
2. Select “Schedule Refresh”
3. Choose your preferred frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate your auto-refresh schedule

You can also set up Slack or email notifications to alert your team when data changes or meets certain conditions.

Take control of your NetSuite data

Importing NetSuite Records into Google Sheets doesn’t have to be a manual chore. With Coefficient, you can create a live connection that keeps your financial data current and accessible.

The setup process takes just minutes. Once connected, you’ll have your NetSuite Records data at your fingertips in a format that’s easy to analyze, share, and build reports from.

Your team can focus on analysis instead of data gathering. And with auto-refresh capabilities, you’ll always have the latest information for making critical business decisions.

Finance teams using this approach report saving hours each week on reporting tasks. They also cite improved data accuracy and better collaboration across departments.

Try CoefficientReady to streamline your NetSuite reporting?today and transform how you work with your financial data.