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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 native export tools struggle with custom record structures and field relationships, often breaking custom field formatting when exported to CSV. Organizations with extensive customizations need reliable access to their custom data.
Here’s how to connect custom records directly to Google Sheets with proper field mapping and automated refresh capabilities.
Custom record integration using Coefficient
Coefficient excels at NetSuite custom field mapping and custom record integration. The Records & Lists import method provides access to all NetSuite custom records while maintaining field relationships and proper data formatting.
How to make it work
Step 1. Access custom records through Records & Lists.
Select Records & Lists from Coefficient’s import methods to see all NetSuite custom records (subject to your user permissions). This includes custom record types that CSV exports often can’t handle properly.
Step 2. Configure custom field selection.
Choose specific custom fields to import with drag-and-drop column reordering. Coefficient handles custom field type support automatically and shows display values instead of internal NetSuite IDs.
Step 3. Set up live data sync.
Configure automated refresh schedules (hourly, daily, weekly) for real-time custom record updates. The system maintains custom field relationships and lookup values automatically.
Step 4. Apply custom field filtering.
Use AND/OR logic filtering on custom fields including Date, Number, Text, and Boolean types. This allows targeted data pulls based on your custom field criteria.
Step 5. Preview and validate data.
Use real-time preview of the first 50 rows to verify custom field data appears correctly before importing. This shows actual custom field values, not NetSuite internal IDs.
Access your custom NetSuite data reliably
Custom record integration eliminates the formatting issues and data corruption that plague manual CSV exports while supporting complex custom record structures for comprehensive executive reporting. Connect your custom records today.
