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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 creates workflow friction through repetitive CSV downloads and Excel imports for every GL analysis. Each export cycle wastes time and creates version control issues across your accounting team.
Automatic refresh eliminates the re-export bottleneck by establishing persistent connections that update GL detail without manual intervention.
Establish persistent GL connections using Coefficient
Coefficient eliminates the re-export bottleneck by creating persistent connections between NetSuite and Excel. Your GL detail refreshes automatically without the export/import cycle that creates workflow friction.
How to make it work
Step 1. Create persistent connection architecture.
Coefficient’s RESTlet integration creates a live API connection to NetSuite, completely bypassing the export/import cycle. This one-time setup by your NetSuite admin establishes the foundation for automatic refresh without file management.
Step 2. Configure GL detail import settings.
Access complete JE detail through Transaction Records with fields like Account, Date, Document Number, Debit/Credit, Entity, and supporting reference information. Include custom field support and approval workflows that standard exports often miss. Use real-time preview to view first 50 rows during setup.
Step 3. Set up refresh automation options.
Configure scheduled refresh for hourly, daily, or weekly updates based on GL posting frequency. Enable manual refresh via on-sheet button for on-demand updates without leaving Excel. Set up background processing so refresh occurs automatically without user intervention.
Step 4. Ensure data integrity and security.
Automatic re-authentication every 7 days maintains connection security per NetSuite requirements. Built-in error handling ensures connection issues don’t corrupt existing data or require re-setup. Single source of truth eliminates multiple file versions from repeated exports.
Transform GL analysis from reactive to proactive
Automatic refresh eliminates time waste from repetitive manual export steps while ensuring data currency without workflow interruption. Your Excel functionality remains intact through refresh cycles. Start building your automatic refresh system today.
