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NetSuite custom fields and segments often lose their context, display names, and hierarchical relationships when exported to visualization platforms, showing internal IDs instead of user-friendly names and breaking segment hierarchies.
Here’s how to preserve NetSuite custom field integrity and maintain segment hierarchies when moving data to external visualization tools.
Maintain custom field context and segment hierarchies
Coefficient preserves NetSuite custom field integrity through comprehensive field mapping and selection capabilities. Your carefully configured custom fields and segments appear correctly in Tableau, Power BI, or other visualization tools without manual field mapping or data cleanup.
How to make it work
Step 1. Import custom fields with proper display names.
Coefficient supports most NetSuite custom fields with proper display name preservation. Instead of seeing “Custom Field 123,” your visualization platform shows the configured label like “Sales Region.” Use field selection control to choose specific custom fields during import setup.
Step 2. Preserve segment hierarchies during extraction.
When importing chart of accounts or other segmented data, Coefficient preserves hierarchical structure by including both parent and child segment relationships in the extracted data. This maintains the organizational structure your NetSuite segments were designed to provide.
Step 3. Include both IDs and display values for referential integrity.
Records & Lists imports include both internal IDs and display values for custom fields, allowing BI tools to use human-readable values while maintaining referential integrity. This ensures your visualization tools can create proper relationships between records.
Step 4. Use SuiteQL for complex custom field relationships.
Write SuiteQL queries to explicitly join custom field tables and ensure complex custom field relationships transfer intact to visualization platforms. Import custom fields from any NetSuite record type while maintaining field context and validation rules.
Keep your custom NetSuite structure intact in external tools
Coefficient handles NetSuite’s complex custom field architecture automatically, ensuring your custom dimensions and segments work properly in external visualization platforms. Start preserving your NetSuite custom field integrity today with Coefficient’s comprehensive field support.
