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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 saved searches flatten hierarchical data during export because the search results don’t preserve parent-child relationship formatting, leaving you with organizational data that’s lost its structure.
Here’s how to automate the preservation of nested data while keeping your saved search criteria intact.
Maintain hierarchy structure automatically with dual-import strategy
Coefficient provides automated solutions for NetSuite nested data preservation through its Saved Searches import method combined with Records & Lists functionality. This approach captures both your filtered dataset and the hierarchical relationships that standard exports lose.
How to make it work
Step 1. Import your existing saved search through Coefficient.
Use Coefficient’s Saved Searches method to pull in your filtered dataset exactly as configured in NetSuite . This maintains all your search criteria and filters while bringing the data into your spreadsheet.
Step 2. Simultaneously import the parent record type.
Import the organizational records (Department, Location, etc.) using Records & Lists to capture the hierarchical field relationships that your saved search strips away. Select fields like Parent Department or Parent Location to maintain the tree structure.
Step 3. Set up synchronized automated refreshes.
Configure both imports with matching refresh schedules (hourly, daily, or weekly) so your search results and relationship data update together. This automation eliminates manual reconstruction work since both datasets refresh simultaneously.
Step 4. Reconnect the data using spreadsheet functions.
Use XLOOKUP, INDEX/MATCH, or pivot tables to reconnect your saved search results with their proper parent-child associations using the relationship data from your Records & Lists import.
Scale up with custom queries for complex hierarchies
For multi-level organizational structures, you can also use Coefficient’s SuiteQL Query method to write custom queries that JOIN parent and child records, explicitly maintaining tree structure relationships. Start automating your NetSuite hierarchy preservation today.
