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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.”
Coefficient uses OAuth 2.0 authentication for secure automated NetSuite to Excel exports in SharePoint environments. This industry-standard method requires no password storage and works seamlessly with both Excel Online and Desktop versions.
The authentication setup requires one-time configuration by your NetSuite admin and supports automated refreshes for up to 7 days before requiring re-authentication.
Secure NetSuite authentication for SharePoint Excel automation using Coefficient
Coefficient’s OAuth 2.0 authentication provides encrypted, token-based access to NetSuite without storing passwords. The authentication persists when Excel files are saved to SharePoint and supports multiple users accessing the same authenticated connection.
How to make it work
Step 1. Complete NetSuite admin setup for OAuth integration.
Your NetSuite administrator needs to deploy Coefficient’s RESTlet script and configure OAuth 2.0 integration settings. This includes setting up external URL configuration for secure endpoint communication and enabling REST Web Services access.
Step 2. Authenticate with domain email credentials.
Use your company domain email address to authenticate (Gmail and personal emails aren’t supported). The authentication process creates encrypted tokens instead of storing your actual NetSuite username and password.
Step 3. Configure role-based access and permissions.
Ensure your NetSuite user has SuiteAnalytics Workbook access, appropriate record permissions, and department/subsidiary access as needed. The authentication respects your existing NetSuite user permissions and data access rights.
Step 4. Save authenticated files to SharePoint for team access.
Once authenticated in Excel, save the file to SharePoint where multiple authorized users can access the same connection. The OAuth tokens remain valid for scheduled refreshes and work identically in Excel Online and Desktop versions.
Step 5. Manage the 7-day re-authentication requirement.
Plan for weekly token refresh due to NetSuite’s security policy. Set calendar reminders and designate a team member to handle re-authentication. Scheduled refreshes run under the original authenticator’s permissions during the 7-day window.
Implement secure NetSuite automation for your SharePoint environment
OAuth 2.0 authentication ensures your NetSuite data flows securely to Excel files in SharePoint without exposing credentials or requiring manual login for each refresh. The setup protects your data while enabling seamless automation. Set up secure NetSuite authentication for your SharePoint workflow today.
