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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 NetSuite project data exports create version control nightmares and stale spreadsheets that hurt company-wide financial analysis and decision-making.
Here’s how to extract NetSuite project financials directly into Google Sheets with automated updates and real-time collaboration for your entire team.
Connect NetSuite project data directly to Google Sheets using Coefficient
Coefficient eliminates manual export processes by establishing a live connection between NetSuite and Google Sheets. Your project financial data flows automatically, maintaining data integrity without copy-paste errors.
How to make it work
Step 1. Configure your NetSuite OAuth connection.
Set up the one-time admin configuration between NetSuite and Coefficient using OAuth authentication. This creates a secure connection that supports multiple subsidiaries and departments while maintaining proper access controls.
Step 2. Import project records with financial fields.
Use Records & Lists import to select Project records and choose relevant financial fields like budget amounts, actual costs, revenue, and margin percentages. Apply filters to focus on active projects or specific date ranges for your analysis.
Step 3. Pull multiple saved searches for different financial views.
Import existing NetSuite saved searches for project P&L, budget vs actual, and resource allocation into separate sheets within your workbook. This preserves your existing reporting logic while adding automation.
Step 4. Create advanced analysis with SuiteQL queries.
Write custom SuiteQL queries for complex multi-project analysis with joins across project, transaction, and customer tables. This enables sophisticated calculations that aren’t possible in NetSuite’s native reporting.
Step 5. Schedule automatic refreshes and enable team collaboration.
Set up daily or weekly refresh schedules to maintain current data. Share your Google Sheets with team members for real-time collaboration on live NetSuite project data without giving everyone NetSuite access.
Enable company-wide project analysis with live data
This approach creates a dynamic multi-project analysis environment that supports sophisticated financial decision-making across your entire organization. Connect your NetSuite project data to Google Sheets today.
