Setting up real-time NetSuite inventory data sync to Google Sheets dashboard

using Coefficient google-sheets Add-in (500k+ users)

Create near real-time NetSuite inventory dashboards in Google Sheets with hourly automated updates using Coefficient's inventory data sync capabilities.

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While true real-time NetSuite inventory sync isn’t possible due to API limitations, Coefficient offers the next best solution with automated hourly updates that keep your inventory dashboard current throughout the business day.

Here’s how to set up near real-time inventory tracking that captures stock movements and provides comprehensive visibility across your organization.

Configure hourly inventory updates with Coefficient

Manual inventory exports quickly become outdated and miss critical stock movements. Coefficient’s automated hourly refresh schedule ensures your Google Sheets dashboard reflects current inventory levels without constant manual intervention.

How to make it work

Step 1. Import NetSuite inventory data using Records & Lists.

Select “Item” as your record type to access inventory items. Choose fields like quantity on hand, quantity available, reorder points, and location data. Apply filters for specific item types, locations, or subsidiaries to focus on relevant inventory.

Step 2. Set up hourly automatic refresh scheduling.

After importing your inventory data, click the import settings gear icon and select “Schedule refresh.” Choose “Hourly” to maintain near real-time visibility. This frequency captures stock movements throughout your business day without overwhelming the API.

Step 3. Create multi-location inventory tracking.

Set up separate imports for different warehouse locations or subsidiaries. Each import can filter by location and refresh independently, giving you comprehensive inventory visibility across your entire organization in a single Google Sheets dashboard.

Step 4. Build dashboard alerts and analytics.

Use Google Sheets formulas to create alerts when imported inventory levels hit reorder points. Implement conditional formatting to highlight low stock items automatically. Create pivot tables and charts that reference your live NetSuite data for visual inventory analytics.

Step 5. Combine with transaction data for complete visibility.

Import inventory adjustments and sales order data alongside your item quantities. This creates complete audit trails and enables available-to-promise calculations by combining current stock with pending orders.

Get practical inventory visibility without complex coding

This setup provides actionable inventory insights without requiring middleware solutions or custom API development. Try Coefficient to transform your inventory management with automated, near real-time data updates.

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