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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 search exports require manual CSV downloads and lose formatting when imported to spreadsheets. Your carefully configured saved search criteria, grouping, and calculated fields disappear in the export process.
Here’s how to connect your existing NetSuite saved searches directly to spreadsheets while preserving all formatting and automation.
Import saved searches with live connection using Coefficient
Coefficient connects any existing NetSuite saved search for unpaid invoices directly to NetSuite without CSV intermediary steps. Your saved search results automatically refresh in your spreadsheet, maintaining NetSuite’s original criteria and calculated fields.
How to make it work
Step 1. Create your saved search in NetSuite.
Set up your saved search with criteria Status = “Open”, grouped by Customer. Include any calculated fields or custom formatting you need for unpaid invoice analysis.
Step 2. Import the saved search through Coefficient.
In Coefficient, select Saved Searches import method and choose your unpaid invoices saved search from the dropdown. The import preserves your NetSuite search logic and grouping.
Step 3. Schedule automatic refresh.
Set up daily refresh scheduling for ongoing AR management. This eliminates the need to re-run and re-export searches manually while keeping your customer payment data current.
Step 4. Apply additional spreadsheet analysis.
Once imported, use Excel pivot tables, charts, and formulas on your unpaid invoice data for customer payment pattern analysis that goes beyond NetSuite’s interface capabilities.
Transform static exports into dynamic reports
This workflow converts your NetSuite saved searches into automatically-updating spreadsheet reports for ongoing unpaid invoice tracking by customer. Start using Coefficient to eliminate manual export processes.
