Standard NetSuite exports flatten hierarchical structures, lose parent-child relationships, and convert linked records to simple text values, breaking the relational integrity your BI platforms need for proper analysis.
Here’s how to preserve NetSuite’s complex data relationships and hierarchies when moving data to external BI tools.
Preserve complex data structures with strategic import design
Coefficient maintains NetSuite data relationships through multi-sheet relationship modeling and intelligent field selection. Instead of flattening data, you can recreate NetSuite’s relational structure in your BI tools while preserving analytical capabilities.
How to make it work
Step 1. Import related records into separate sheets.
Use Coefficient’s Records & Lists feature to import related NetSuite records into separate sheets – Customers in one sheet, Transactions in another, Line Items in a third. This preserves the relational structure for BI tools to recreate proper joins while maintaining data integrity.
Step 2. Include both ID and display fields for relationships.
When importing data, select both ID fields and display name fields for related records. For example, import both “Customer ID” and “Customer Name” to maintain the relationship link while preserving human-readable values for your BI platform.
Step 3. Use SuiteQL to define explicit relationships.
Write SuiteQL queries that explicitly define joins between related records, ensuring parent-child relationships like Customer → Transaction → Line Item are maintained in the extracted data structure. This approach preserves complex hierarchies that would otherwise be lost.
Step 4. Import hierarchical dimensions separately.
Import subsidiary, department, and location data as separate dimension tables, then use these in your BI tool to recreate NetSuite’s organizational hierarchy. This maintains chart of accounts structures and custom hierarchies intact.
Build BI dashboards that reflect NetSuite’s true structure
This approach ensures that complex NetSuite data structures translate properly into BI platforms while maintaining the analytical capabilities that depend on proper data relationships. Start preserving your NetSuite data relationships today with Coefficient’s intelligent import design.