)
Written by
Table of Contents
“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 custom records often contain specialized business data that requires complex extraction and transformation for external platform integration. Native NetSuite integration options are limited and don’t provide the flexibility needed for custom record processing.
This guide shows you how to integrate any NetSuite custom record with external tracking platforms using comprehensive field support and automated processing.
Access all custom records with comprehensive integration using Coefficient
Coefficient’s Records & Lists feature provides direct access to ALL NetSuite custom records with full field selection capabilities. This includes support for most custom field types with only limited exceptions for certain specialized field types. Real-time preview of the first 50 rows ensures custom record data accuracy before integration, while drag-and-drop column reordering matches external platform data structure requirements. The platform handles authentication management including NetSuite’s 7-day token refresh automatically, ensuring continuous access to your custom record data.
How to make it work
Step 1. Select your custom record types.
Access any custom record type from your NetSuite account through the Records & Lists import method. Choose specific custom fields relevant to your external tracking requirements while maintaining data structure integrity.
Step 2. Map fields to external platform requirements.
Use drag-and-drop column reordering to match your external platform’s data structure requirements. Field selection capabilities let you focus on only the custom fields needed for integration.
Step 3. Apply complex filtering to custom records.
Use AND/OR logic filters with date, number, text, and boolean filters to focus on specific custom record data. This precision targeting ensures external platforms receive only relevant information.
Step 4. Transform data for platform compatibility.
Leverage spreadsheet formulas for custom calculations and data format conversions needed by tracking platforms. This processing step handles any data transformation requirements before export.
Step 5. Automate integration with scheduling.
Configure refresh cycles for hourly, daily, or weekly updates to maintain current custom record data in external systems. Export processed data via CSV, API connections, or direct integrations supported by tracking platforms.
Connect your custom records seamlessly
Comprehensive custom record integration provides more reliable and flexible external platform connections compared to developing custom SuiteScript solutions or managing direct API connections. Your specialized business data flows smoothly to external systems without technical overhead. Start integrating your NetSuite custom records today.
