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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’s native report scheduling only supports email delivery with no built-in functionality to automatically save scheduled reports as CSV files to Dropbox Business folders. This limitation forces users to manually export reports or develop complex custom solutions.
Here’s a superior approach that eliminates the need for scheduled CSV exports while delivering live data to Dropbox.
Create live NetSuite data connections in Dropbox-stored spreadsheets using Coefficient
Coefficient offers a better alternative to CSV automation by connecting NetSuite reports directly to spreadsheets that can be saved to Dropbox Business folders. These files automatically refresh with current NetSuite data on your specified schedule.
How to make it work
Step 1. Set up your NetSuite connection in Coefficient.
Complete the one-time OAuth configuration through your NetSuite Admin, including RESTlet script deployment for secure API communication. This eliminates the need for complex custom CSV export development.
Step 2. Import your NetSuite reports using the Reports method.
Access standard NetSuite financial reports like Income Statement, Trial Balance, and General Ledger with configurable reporting periods and accounting book selection. The data imports directly into spreadsheets that can be stored in Dropbox.
Step 3. Configure automated refresh scheduling.
Set up hourly, daily, or weekly refresh schedules so your Dropbox-stored spreadsheets always contain current NetSuite data. This eliminates the need to manage multiple CSV file versions.
Step 4. Save your live-connected spreadsheet to Dropbox Business folders.
Store the automatically updating spreadsheet in any Dropbox folder and share it with stakeholders. They’ll access single files that update automatically rather than managing multiple dated CSV versions.
Eliminate CSV file management overhead
This approach reduces storage overhead and eliminates confusion about which file version contains the most current data while providing stakeholders with always-current NetSuite information. Start building your live NetSuite connections today.
