)
Written by
Table of Contents
“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.”
Email attachment workflows for NetSuite saved searches create unnecessary complexity and delays. Direct import eliminates file processing while providing real-time data access and automatic scheduling.
Here’s how to import saved searches directly without email dependencies or manual attachment processing.
Import saved searches directly without email workflows
Coefficient bypasses email workflows entirely through direct NetSuite connectivity. You get immediate access to any saved search with preserved logic, automatic scheduling, and real-time data updates.
How to make it work
Step 1. Select saved search direct import method.
Choose “Saved Searches” from the import options and select any saved search from your NetSuite account. The system maintains all search criteria, filters, and logic without email processing delays.
Step 2. Preview and validate saved search data.
View the first 50 rows of your saved search results before import to validate data structure and content. Drag-and-drop column reordering provides additional sorting options beyond your NetSuite search settings.
Step 3. Configure automatic overwrite scheduling.
Set up daily, weekly, or hourly refresh options with automatic overwrite so each refresh replaces previous data completely. This eliminates the data accumulation issues common with email-based workflows.
Step 4. Access custom fields and complex data.
Direct import provides access to all NetSuite custom fields (with limited exceptions) and maintains proper field type recognition and formatting. Complex saved search logic transfers directly without file format limitations.
Step 5. Monitor imports with automatic notifications.
Built-in monitoring provides automatic alerts for successful and failed imports, eliminating the manual monitoring required for email-based workflows. Real-time status updates keep you informed of import health.
Eliminate email dependencies with direct saved search access
Direct import provides superior saved search functionality while eliminating email delays and file processing complexity. Your data stays current with reliable automation. Start importing your saved searches directly today.
