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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.”
Manual mapping of NetSuite’s multi-level organizational structure requires extensive reconstruction work to rebuild parent-child relationships that standard exports strip away, turning what should be automated into hours of tedious manual effort.
Here’s how to eliminate that manual mapping process entirely while keeping your organizational structure intact and automatically updated.
Automate organizational structure preservation with built-in relationship mapping
Coefficient eliminates manual mapping through its automated Records & Lists import with built-in relationship preservation. Unlike NetSuite’s standard exports that require extensive manual work, Coefficient maintains parent-child connections automatically.
How to make it work
Step 1. Set up Records & Lists import with hierarchical fields.
Import your organizational record type (Department, Location, Subsidiary) and make sure to select the Parent field along with other hierarchical identifiers like Level fields. This captures the actual relational data that manual mapping tries to recreate.
Step 2. Configure automated field mapping.
Use Coefficient’s field mapping to include hierarchical identifiers like “Parent Department” and “Level” fields that contain the parent-child associations. Apply filtering capabilities to organize data by hierarchy levels using custom AND/OR criteria if needed.
Step 3. Set up automated daily refreshes.
Configure scheduled refreshes to maintain the NetSuite organizational structure without any manual intervention. Your Google Sheets will automatically stay synchronized with NetSuite changes, eliminating the need for manual mapping updates.
Step 4. Create tree structure displays using Google Sheets functions.
With the relationship data automatically populated, use QUERY functions or pivot tables to display the proper tree structure with indentation. The imported parent-child data makes this possible without manual reconstruction.
Handle complex nested scenarios with custom queries
For complex multi-level organizational structures, combine this approach with Coefficient’s SuiteQL Query method to create custom hierarchical views that automatically maintain relationships. Get started with automated organizational structure preservation today.
