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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 ODBC driver has significant limitations including read-only access, complex setup requirements, performance issues, and limited custom field support for real-time invoice data integration.
Here’s how to get real-time unpaid invoice data using a modern API-based approach that outperforms ODBC connections in speed, security, and functionality.
Get superior real-time invoice data using Coefficient
Coefficient provides superior capabilities compared to NetSuite ODBC connections for real-time unpaid invoice data integration, using modern REST API technology with enhanced security and performance.
How to make it work
Step 1. Set up modern API-based authentication.
Install Coefficient and complete OAuth 2.0 authentication, which is more secure than ODBC connection strings. No driver installation or DSN configuration required – everything works through your browser.
Step 2. Create your real-time unpaid invoice query.
Use SuiteQL queries like: SELECT c.companyname as customer, t.tranid as invoice_number, t.amount as invoice_amount, t.amountremaining as unpaid_balance, t.duedate, CASE WHEN t.duedate < CURRENT_DATE THEN 'Overdue' ELSE 'Current' END as aging_status FROM transaction t JOIN customer c ON t.entity = c.id WHERE t.type = 'Invoice' AND t.amountremaining > 0
Step 3. Configure automated refresh scheduling.
Set up hourly, daily, or weekly updates that eliminate manual refresh cycles. Unlike ODBC’s manual refresh requirements, Coefficient handles scheduling automatically with reliable performance.
Step 4. Access enhanced data capabilities.
Get full custom field support, complex filtering with AND/OR logic, and automatic relationship handling between invoices and entities. The 100K row limit provides higher throughput than typical ODBC performance.
Step 5. Integrate with Excel workflows.
Data flows directly into existing workbooks with automatic aging calculations and real-time balance updates. Excel formulas and formatting remain intact during each refresh.
Upgrade from ODBC limitations
This approach provides more reliable, secure, and feature-rich access to real-time unpaid invoice data with superior performance and automation capabilities compared to NetSuite ODBC connections. Start upgrading your invoice data integration today.
