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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.”
Matching customer invoices between NetSuite and NetSuite and Salesforce usually means hours of manual Excel work, copying data between systems, and building error-prone matching formulas.
Here’s how to automate the NetSuite data extraction and create sophisticated matching workflows that eliminate most of the manual reconciliation work.
Automate invoice matching workflows using Coefficient
While Coefficient can’t directly sync data between NetSuite and Salesforce, it transforms the most time-consuming part of invoice matching by automating NetSuite data extraction and providing advanced spreadsheet-based matching capabilities.
How to make it work
Step 1. Set up automated NetSuite data imports.
Use Coefficient’s Records & Lists import to automatically pull both customer and invoice data from NetSuite. Import key matching fields like customer name, email, account number, invoice amounts, and dates. Schedule daily or weekly refreshes so you always have current data without manual exports.
Step 2. Import comprehensive customer data with identifiers.
Pull NetSuite customer records with all relevant identifiers including internal ID, external ID, email addresses, and company names. This gives you multiple data points for matching and helps handle variations in how customer information appears in each system.
Step 3. Create advanced matching formulas.
Build matching algorithms using multiple criteria like email + company name or account numbers + phone numbers. Use nested IF statements with VLOOKUP or INDEX/MATCH functions to create weighted matching that tries different field combinations. For example: =IF(VLOOKUP(A2,SalesforceData!B:C,2,FALSE)=C2,”Exact Match”,IF(VLOOKUP(LEFT(A2,10),SalesforceData!B:C,2,FALSE)<>“”,”Partial Match”,”No Match”))
Step 4. Build exception reporting and validation.
Use conditional formatting to highlight potential matches and discrepancies. Create summary tables that show matching statistics and generate exception reports for unmatched records requiring manual review. Set up validation rules that flag suspicious matches for verification.
Cut reconciliation time in half
Automated NetSuite data refresh reduces manual reconciliation work by 50-70% while providing more sophisticated matching logic than basic Excel capabilities. Your finance team stays in familiar spreadsheet environments without IT involvement. Start building your automated invoice matching workflow today.
