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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 doesn’t offer native Gmail integration for billing status display, but you can create an effective workaround that keeps customer payment information visible while you work in Gmail.
Here’s how to set up real-time billing data access through Google Sheets that appears right in your Gmail sidebar.
Access NetSuite billing data in Gmail using Coefficient
Coefficient connects NetSuite customer billing data directly to Google Sheets, which you can then access through Gmail’s sidebar. This eliminates the need to switch between systems while maintaining real-time visibility into customer payment status.
How to make it work
Step 1. Import NetSuite billing data to Google Sheets.
Use Coefficient’s Records & Lists import to connect NetSuite customer records with billing fields like Payment Terms, Credit Hold Status, Days Overdue, and Account Balance. Set up automated hourly refreshes so your billing data stays current throughout the day.
Step 2. Apply filters to highlight payment issues.
Use Coefficient’s AND/OR logic filtering to focus on customers with overdue payments or credit holds. Create conditional formatting rules that color-code billing statuses – red for overdue accounts, yellow for approaching due dates, and green for current customers.
Step 3. Set up Gmail sidebar access.
Enable Google Sheets sidebar in Gmail to access your billing dashboard. Create a searchable customer lookup sheet organized by email domains so you can quickly find billing information during email conversations.
Step 4. Build advanced billing calculations.
Use SuiteQL queries to calculate aging buckets (0-30, 31-60, 60+ days overdue) and create comprehensive billing summaries. Include fields like Entity ID, Company Name, Balance, Days Overdue, and Credit Hold status for complete payment context.
Keep billing data at your fingertips
This approach gives you instant billing context during Gmail conversations without the workflow disruption of logging into NetSuite separately. Start building your NetSuite-Gmail billing integration today.
