How to Import Vendor Payments Reports from NetSuite into Google Sheets

Tracking vendor payments is crucial for managing cash flow and vendor relationships. But exporting this data manually from NetSuite is time-consuming and creates static reports that quickly become outdated.

With Coefficient, you can pull live NetSuite vendor payment data directly into Google Sheets.

Step-by-step guide to importing NetSuite Vendor Payments reports

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 on Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it from the Google Workspace Marketplace
4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
5. Click “Import Data” to begin

Next, connect to your NetSuite account:

1. Select “NetSuite” from the list of available connectors
2. Follow the authentication prompts to connect your NetSuite account
3. Grant the necessary permissions for Coefficient to access your NetSuite data

Step 2: Import Vendor Payments report data

Now that you’re connected, you can import your Vendor Payments report:

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Vendor Payments” in the reports list
3. Select the report to view available options
4. Configure any filters you need (date range, vendor, amount, etc.)
5. Choose where in your spreadsheet you want the data to appear
6. Click “Import” to pull the data into your Google Sheet

Your NetSuite Vendor Payments data will now appear in your Google Sheet with all the columns and information from your report.

Step 3: Set up auto-refresh for real-time data

Keep your vendor payment data fresh with automated refreshes:

1. In the Coefficient sidebar, click on the “Automations” tab
2. Select “Auto-refresh” for your imported Vendor Payments report
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Optionally, set up Slack or email notifications for when data changes
5. Click “Save” to activate the auto-refresh schedule

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

Take control of your vendor payment data

Managing vendor payments effectively requires timely access to accurate data. With NetSuite and Google Sheets connected through Coefficient, you gain powerful reporting capabilities without the manual export hassle.

The live connection ensures your reports are always up-to-date. Set up automated refreshes to maintain data accuracy without lifting a finger. Share insights with stakeholders through scheduled reports or real-time alerts.

Finance teams can analyze payment patterns, accounting can reconcile transactions faster, and management gets clear visibility into cash flow. All this happens in the familiar Google Sheets interface everyone already knows how to use.

Best of all, you can combine your vendor payment data with information from other systems for comprehensive financial analysis and reporting.

Try Coefficient todayReady to streamline your vendor payment tracking and analysis?and transform how you work with NetSuite data.