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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.”
FP&A teams need current financial data for accurate planning and variance analysis. While true real-time integration requires direct API connections, you can achieve near real-time NetSuite data sync for Adaptive Planning that meets most FP&A timing requirements.
This guide shows you how to set up automated data flows that keep your planning tools current without manual intervention.
Enable near real-time data sync using Coefficient
Coefficient provides near real-time NetSuite data sync through automated refresh capabilities and comprehensive NetSuite connectivity. You can configure hourly automated refreshes to maintain current financial data and use manual refresh capabilities for immediate updates when needed.
How to make it work
Step 1. Configure real-time data access.
Set up hourly automated refreshes to maintain current financial data from NetSuite. Use Coefficient’s manual refresh capability via on-sheet buttons for immediate data updates when needed. Import live data from NetSuite financial reports (Income Statement, Trial Balance) with current period information.
Step 2. Handle FP&A-specific data requirements.
Access NetSuite subsidiary consolidation data for multi-entity planning scenarios. Import custom fields and transaction-level detail that Adaptive Planning requires for variance analysis. Use SuiteQL Query functionality for complex financial data aggregations and calculations.
Step 3. Integrate with FP&A workflows.
Set up automated imports for core financial datasets (actuals, budgets, forecasts). Create standardized templates that match Adaptive Planning’s import requirements. Schedule refreshes to align with FP&A reporting cycles and planning updates, then use spreadsheet-based validation before Adaptive Planning import.
Keep your planning data current
This solution maintains data integrity during automated transfers while providing flexibility for custom field mapping requirements between NetSuite and Adaptive Planning. Start building your real-time FP&A data pipeline today.
