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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 Report Builder struggles with complex custom field mappings and loses formatting when you export balance sheets. You end up manually adjusting everything after each export.
Here’s how to import your NetSuite accounts with custom fields intact and build balance sheets that maintain your custom categorization automatically.
Import NetSuite accounts with custom fields using Coefficient
Coefficient lets you pull NetSuite account records directly into spreadsheets with all custom field mappings preserved. Unlike NetSuite exports that lose formatting, your custom categorizations stay intact through every refresh.
How to make it work
Step 1. Connect Coefficient to NetSuite and set up your import.
Use OAuth authentication to connect securely. Create a Records & Lists import and select “Account” as your record type. Include all custom fields you use for balance sheet mapping along with account numbers, names, and current balances.
Step 2. Import your accounts with custom field mappings.
Select the specific custom fields that define your balance sheet categories (like Custom_BS_Section or Custom_Report_Group). The import preview shows you exactly how your data will appear, including all custom field values.
Step 3. Build your balance sheet structure using spreadsheet formulas.
Create your custom balance sheet format and use SUMIF formulas to aggregate accounts based on custom field values. For example: =SUMIF(CustomFieldColumn,”Current Assets”,BalanceColumn) pulls all accounts marked as current assets.
Step 4. Schedule automatic refreshes to keep data current.
Set up hourly, daily, or weekly refreshes so your balance sheet updates automatically. Your custom field-based organization stays consistent without any manual adjustments.
Build balance sheets that actually work
This approach eliminates the manual Excel cleanup you normally do after NetSuite exports. Your custom field mappings drive the balance sheet structure automatically. Try Coefficient to see how much time you save on financial reporting.
