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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 manual export process forces accounting teams into repetitive CSV download cycles for every GL analysis. Each export creates a static snapshot that becomes outdated immediately, requiring constant re-importing for current data.
A live connection eliminates this workflow bottleneck by maintaining real-time GL data access directly in Excel.
Establish persistent GL data connections using Coefficient
Coefficient provides the live connection capability that NetSuite’s native functionality lacks. Instead of downloading and re-importing files, you get direct API access that pulls current GL data on-demand or via scheduled refresh.
How to make it work
Step 1. Configure OAuth authentication in NetSuite.
Your NetSuite admin deploys the required RESTlet script once, establishing secure API communication that bypasses manual export limitations. This one-time setup enables persistent connections for all authorized users.
Step 2. Choose your GL data import method.
Use Records & Lists to access all Transaction records with granular field selection for GL detail. Alternatively, import standard General Ledger reports with live refresh capabilities, or write custom SuiteQL queries for complex GL analysis with joins to chart of accounts and subsidiaries.
Step 3. Set up real-time data access.
Configure hourly, daily, or weekly refresh schedules based on your analysis needs. The live connection maintains an active pipeline that pulls current GL data without manual intervention, while preserving Excel’s full functionality for formulas and pivot tables.
Step 4. Enable collaborative access.
Multiple users can access the same live data simultaneously, eliminating version control issues from static export files. Your team works with identical, current information while maintaining Excel’s collaborative annotation capabilities.
Skip the export cycle entirely
Live GL connections transform static, manual NetSuite exports into dynamic, automated data pipelines. Your Excel analysis stays current without workflow disruption. Set up your live connection today.
