)
Written by
Table of Contents
“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 Saved Searches hold your most valuable financial data. But getting that data into Excel where you can analyze it? That’s often a manual nightmare.
Stop wasting time on exports that become outdated the moment you download them.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect your NetSuite account
-
Step 3:
Select Import from Objects and choose Saved Searches
-
Step 4:
Pick the specific Saved Search you need
-
Step 5:
Set up auto-refresh to keep your data current
Installing Coefficient for Excel
First, let’s get Coefficient installed in your Excel environment.
- Insert Open Excel and click on thetab in the ribbon
- Get Add-ins Clickto open the Office Add-ins store
- Add Search for “Coefficient” and clickto install
- Once installed, you’ll see the Coefficient sidebar appear on the right side of your Excel window
Connecting to NetSuite
Now, let’s connect Coefficient to your NetSuite account.
- Import In the Coefficient sidebar, click
- NetSuite Under “Finance & Accounting,” select
- Follow the authentication prompts to connect your NetSuite account
- Grant the necessary permissions for Coefficient to access your data
Importing Saved Searches from NetSuite
With the connection established, you can now import your Saved Searches.
- Import from Objects In the Coefficient sidebar, select
- Saved Searches Choosefrom the list of available objects
- Browse or search for the specific Saved Search you want to import
- Select any filters or parameters you want to apply
- Import Clickto bring the data into your Excel spreadsheet
Setting Up Auto-Refresh
Keep your data fresh with automated updates.
- Refresh Click thebutton in the Coefficient data block header
- Schedule Refresh Selectfrom the dropdown menu
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Save Clickto activate your auto-refresh schedule
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 Saved Searches into Excel doesn’t have to be a headache. With Coefficient, you’ve got a direct line to your most important financial data.
The days of manual exports and outdated spreadsheets are over. Now you can build dynamic reports that update automatically, share insights with your team, and make decisions based on real-time data.
Your finance team will thank you for the hours saved on data prep. Your executives will appreciate the up-to-date dashboards. And you’ll wonder how you ever managed without this seamless connection.
Best of all, this is just the beginning of what’s possible when you connect NetSuite to Excel. From automated reports to custom dashboards, the possibilities are endless.
Try Coefficient todayReady to transform how you work with NetSuite data?and see the difference live data makes.
Related NetSuite Use Cases
How to Import Income Statement Reports from NetSuite into Google Sheets
Learn how to import NetSuite Income Statement Reports directly into Google Sheets using Coefficient. Get real-time financial data with automated refreshes for better financial analysis and reporting.
How to Import NetSuite Datasets into Google Sheets
Learn how to seamlessly import NetSuite Datasets into Google Sheets using Coefficient. This step-by-step guide shows you how to access, analyze, and automate your financial data.
How to Import NetSuite Lists Data into Google Sheets
Learn how to seamlessly import NetSuite Lists data into Google Sheets using Coefficient, enabling real-time financial data analysis and automated reporting.
Frequently Asked Questions
-
How to get Saved Searches from NetSuite?
In NetSuite, navigate to Reports > Saved Searches > All Saved Searches. From here, you can view and run your existing saved searches or create new ones. Each search can be customized with specific criteria and results display. Alternatively, use Coefficient to import these searches directly into Excel without manual exports.
-
How do I get a list of Saved Searches in NetSuite?
Access your saved searches by going to Reports > Saved Searches > All Saved Searches in NetSuite. This shows all searches you have permission to view. You can filter by type (transaction, item, customer, etc.) to narrow down the list. With Coefficient, you can view and select from all your available saved searches directly from Excel.
-
How do I import Saved Searches from Excel to NetSuite?
NetSuite doesn’t provide a direct method to import saved search definitions from Excel. You typically need to create searches manually in NetSuite or use SuiteScript. However, Coefficient offers two-way sync capabilities, allowing you to update NetSuite records from Excel after importing your saved search data.
-
How do I update Saved Searches from Excel to NetSuite?
To update NetSuite data based on saved searches: 1. Import the saved search into Excel using Coefficient 2. Make your changes to the data 3. Use Coefficient’s “Export to NetSuite” feature 4. Map your columns to NetSuite fields 5. Review and confirm the changes This creates a seamless two-way sync between your spreadsheets and NetSuite.
-
How to automate importing NetSuite Saved Searches to Excel daily?
Manual exports quickly become outdated and require constant attention. For automation: 1. Import your saved search using Coefficient 2. Click the “Refresh” button in the data block 3. Select “Schedule Refresh” 4. Choose daily frequency and set your preferred time 5. Save your settings Coefficient will automatically refresh your data according to schedule.
Trusted By Over 50,000 Companies
