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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 custom record exports collapse multi-level hierarchies because the export functionality doesn’t preserve parent-child relationship fields that define the hierarchical structure you’ve carefully built.
Here’s how to prevent this data flattening and maintain your custom record tree structures in exports.
Import hierarchical relationship fields to prevent single-level collapse
Coefficient prevents NetSuite data flattening by importing custom record hierarchical fields that maintain tree structure relationships. The key advantage is Coefficient’s ability to import NetSuite’s actual relationship fields from custom records, including Parent Record fields and custom hierarchy indicators.
How to make it work
Step 1. Import custom records with relationship fields.
Use Coefficient’s Records & Lists to import your custom record type, ensuring you select any Parent Record or hierarchical relationship fields that define your tree structure. These fields contain the parent-child associations that standard exports omit.
Step 2. Include custom hierarchy indicators.
Apply Coefficient’s field selection capabilities to include custom fields that contain hierarchy level indicators, depth markers, or any other fields that define your multi-level structure. This captures the complete hierarchical context.
Step 3. Filter by hierarchy level while maintaining connections.
Use filtering to organize records by hierarchy level while maintaining parent-child connections. This helps structure your data without breaking the relationships that define your custom record tree.
Step 4. Recreate tree structure with imported relationship data.
Use the imported relationship data to recreate proper indentation, tree views, or hierarchical reporting that reflects the original NetSuite multi-level custom record structure. Spreadsheet formulas can use the Parent Record data to calculate hierarchy levels and create visual tree displays.
Step 5. Automate hierarchy maintenance with scheduled refreshes.
Set up scheduled refreshes that keep your custom record hierarchy synchronized with NetSuite changes. This prevents single-level collapse by continuously preserving the underlying hierarchical data structure without manual reconstruction.
Keep your custom record hierarchies intact automatically
This approach maintains your carefully designed custom record structures without the flattening that standard exports cause. Start preserving your custom record hierarchies today.
