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“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.”
Duplicating files between Google Drive and NetSuite’s expensive file cabinet wastes money and creates version control nightmares. Instead, you can create direct file links that eliminate redundancy while maintaining easy access.
This approach gives you centralized file management with automated NetSuite record updates, reducing storage costs significantly while improving organization.
Build a centralized file reference system using Coefficient
Coefficient provides an elegant solution for NetSuite document linking without file duplication. You’ll create a centralized reference system that eliminates redundant uploads to NetSuite’s expensive file cabinet while maintaining perfect file organization.
How to make it work
Step 1. Extract your customer record data.
Use Coefficient’s Records & Lists import to extract all Customer records with fields like Internal ID, Company Name, and any existing file reference custom fields. This creates your master customer database in Google Sheets for file mapping.
Step 2. Set up Drive file mapping columns.
Create adjacent columns for Google Drive folder URLs, specific file links, and file types. Use Google Sheets formulas to automatically generate standardized folder structures based on customer names or IDs, ensuring consistent organization.
Step 3. Implement deduplication controls.
Build a tracking system within your spreadsheet that flags when files already exist in Drive, preventing unnecessary NetSuite file cabinet uploads. Use conditional formatting to highlight customers missing file references and identify potential duplicates.
Step 4. Generate automated link updates.
Set up formulas that automatically create properly formatted Google Drive sharing links with appropriate permissions. These links can then be bulk-imported into NetSuite custom fields via CSV upload or SuiteScript, maintaining seamless integration.
Step 5. Configure refresh automation.
Set Coefficient’s daily refresh scheduling to ensure customer data stays current. This maintains accuracy in your file linking system without manual data entry, keeping everything synchronized automatically.
Eliminate file duplication and reduce costs
This NetSuite Google Drive integration approach reduces storage costs significantly while providing better file organization than NetSuite’s native file cabinet. You get centralized file management with automated record updates and no duplicate files. Try Coefficient to start building your system.
