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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.”
Excel web queries can’t access NetSuite financial data due to security restrictions and token-based authentication requirements that refresh every seven days.
Here’s how to get your Income Statement, Trial Balance, and General Ledger data directly into Excel without the web query headaches.
Import NetSuite financial reports directly using Coefficient
Coefficient bypasses web query limitations entirely by providing native NetSuite Excel integration. The Reports import method gives you direct access to standard financial reports including Income Statement with comparative periods, Trial Balance, and General Ledger data.
How to make it work
Step 1. Install Coefficient and connect to NetSuite.
Download Coefficient from the Excel Add-ins store and complete the one-time OAuth setup with your NetSuite administrator. This handles all authentication automatically.
Step 2. Select Reports from import options.
Open Coefficient’s sidebar in Excel and choose “Reports” from the available import methods. You’ll see all standard NetSuite financial reports.
Step 3. Configure your financial report settings.
Choose your desired report type (Income Statement, Trial Balance, etc.), select reporting periods, accounting books, and any subsidiary filters. Preview the first 50 rows to confirm your data.
Step 4. Import and schedule automatic updates.
Import the report directly into your Excel worksheet. Set up hourly, daily, or weekly automatic refresh to keep your financial data current without manual downloads.
Skip the authentication hassles
Unlike web queries that fail with NetSuite’s security model, this method handles OAuth 2.0 authentication and token refresh automatically. Get started with real-time NetSuite financial reporting in Excel.
