How to Import Saved Searches Data from NetSuite into Google Sheets

NetSuite Saved Searches hold your most critical business data. But getting that data into a spreadsheet for analysis can be a pain.

Stop wasting time on manual exports. Start using live data in your spreadsheets instead.

This guide shows you how to pull NetSuite Saved Searches directly into Google Sheets with just a few clicks.

Step-by-step guide to importing NetSuite Saved Searches

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:

• Open Google Sheets
• Click Extensions > Add-ons > Get add-ons
• Search for “Coefficient” and install it from Google Workspace Marketplace
• Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
• Click “Import from…” in the sidebar

Step 2: Select NetSuite and authenticate

Now you’ll connect to your NetSuite account:

• In the Import menu, find and select “NetSuite” under Finance & Accounting
• If this is your first time connecting, you’ll need to authenticate with your NetSuite credentials
• Follow the prompts to authorize Coefficient to access your NetSuite data
• Once connected, you’ll see the available data types from NetSuite

Step 3: Import your Saved Search

With NetSuite connected, you can now import your Saved Searches:

• In the NetSuite data menu, select “Objects”
• Navigate to “Saved Searches”
• Browse or search for the specific Saved Search you want to import
• Select your desired Saved Search
• Choose which columns to import or select “Import All Columns”
• Click “Import” to bring the data into your Google Sheet

Step 4: Set up auto-refresh (optional)

Keep your data fresh with automatic updates:

• Click on any cell in your imported data
• Open the Coefficient sidebar and click “Refresh”
• Select “Schedule Refresh” to set up automatic updates
• Choose your preferred frequency (hourly, daily, weekly)
• Optionally, set up Slack or email notifications for when data changes

Available NetSuite data in Coefficient

Coefficient lets you access various types of NetSuite data. Here’s what you can import:

Saved Searches are particularly valuable because they’re pre-configured queries that extract exactly the data you need. By importing these directly into Google Sheets, you maintain all the filtering and parameters you’ve already set up in NetSuite.

Frequently asked questions

Take control of your NetSuite data

Importing NetSuite Saved Searches into Google Sheets doesn’t have to be complicated. With Coefficient, you can create a live connection that keeps your data fresh and accurate.

No more manual exports. No more outdated reports. Just real-time NetSuite data right where you need it.

The best part? Once set up, your data refreshes automatically on your schedule. This means your team always has access to the latest information for making critical business decisions.

Finance teams can build custom reports that blend NetSuite data with information from other systems. Executives get real-time dashboards without waiting for manual updates. And everyone saves time that was previously spent on data exports and imports.

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