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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.”
Manual CSV exports between NetSuite and Anaplan create bottlenecks that slow down your FP&A workflows. You need a way to automatically pull financial data from NetSuite and format it for Anaplan without the weekend work.
Here’s how to set up automated data synchronization that eliminates manual exports and keeps your planning data current.
Automate NetSuite to Anaplan data flows using Coefficient
Coefficient acts as a bridge between NetSuite and NetSuite planning tools, using spreadsheets as an intelligent staging area. Instead of manually exporting CSVs, you can schedule automated imports that pull financial data directly from NetSuite accounts, transactions, and custom records.
How to make it work
Step 1. Set up automated NetSuite data extraction.
Use Coefficient’s Records & Lists import to pull financial data directly from your NetSuite accounts and transactions. Configure automated scheduling (hourly, daily, or weekly) to refresh financial data without manual intervention. Apply filters to import only relevant financial data using AND/OR logic on date ranges, subsidiaries, or account types.
Step 2. Transform data for Anaplan requirements.
Use spreadsheet formulas and functions to transform NetSuite data into Anaplan’s required format. Create calculated fields for metrics like variance analysis, growth rates, or custom KPIs that Anaplan needs. Apply pivot tables and advanced Excel/Google Sheets functions for data aggregation before Anaplan import.
Step 3. Configure the automated workflow.
Set up data transformation templates in your spreadsheet that automatically process incoming NetSuite data. Schedule Coefficient to import NetSuite financial data on your preferred cadence. Export the processed data to Anaplan using their Excel connector or API to complete the automated pipeline.
Start automating your financial data flows
This approach eliminates weekend work and manual data preparation while providing more flexibility than direct API connections for complex data mapping requirements. Get started with automated NetSuite to Anaplan synchronization today.
