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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.”
NetSuite’s standard account categorization doesn’t match your balance sheet requirements. You need to map accounts to custom line items using your own custom fields, but NetSuite’s reporting tools make this mapping process cumbersome.
Here’s how to create dynamic account mappings that automatically organize your balance sheet based on custom field values.
Map accounts to custom balance sheet sections using Coefficient
Coefficient imports NetSuite accounts with custom field values intact, letting you build mapping tables that automatically categorize accounts into your custom balance sheet structure. Unlike NetSuite exports that lose custom field relationships, your mappings stay consistent.
How to make it work
Step 1. Import NetSuite accounts with custom mapping fields.
Use Records & Lists to pull all accounts including custom fields like Custom_BS_Category, Custom_BS_Subcategory, and Custom_Line_Item. Include account balances so you have everything needed for balance sheet construction.
Step 2. Create a mapping structure in your spreadsheet.
Build a reference table that links custom field values to balance sheet line items. Use VLOOKUP or INDEX/MATCH formulas to assign accounts dynamically: =VLOOKUP(CustomCategory,MappingTable,2,FALSE) pulls the correct line item for each account.
Step 3. Build hierarchical balance sheet sections using SUMIFS formulas.
Aggregate account balances based on custom field mappings: =SUMIFS(BalanceColumn,Custom_BS_Category,”Current Assets”,Custom_BS_Subcategory,”Cash and Equivalents”). This creates multi-level balance sheet structures automatically.
Step 4. Set up validation to catch mapping errors.
Add formulas to identify unmapped accounts: =IF(ISBLANK(CustomCategory),”MISSING MAPPING”,”OK”). Use conditional formatting to highlight accounts that need custom field updates in NetSuite.
Build balance sheets that match your structure
This method gives you complete control over balance sheet organization while maintaining live NetSuite connections. Your custom field mappings drive the structure automatically without NetSuite limitations. Start mapping your accounts to custom balance sheet formats.
