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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.”
You can pull NetSuite trial balance data directly into Google Sheets through API connections without creating any saved searches. This approach gives you more flexibility and eliminates the need to pre-configure searches in NetSuite.
Here’s how to set up automated trial balance imports using three different methods that bypass saved search requirements entirely.
Import trial balance data directly using Coefficient
Coefficient provides multiple ways to extract trial balance data from NetSuite without relying on saved searches. You can use direct reports import, custom SuiteQL queries, or records and lists import depending on your specific needs.
How to make it work
Step 1. Set up OAuth authentication with NetSuite.
Your NetSuite Admin needs to complete a one-time OAuth configuration. This involves deploying a RESTlet script and configuring external URL settings. Once complete, you’ll have API access to all authorized subsidiaries and data.
Step 2. Choose your import method based on your requirements.
For standard trial balance reports, use the Reports import feature to access NetSuite’s built-in Trial Balance report. For custom data extraction, use SuiteQL Query to write SQL-like queries that can handle up to 100,000 rows. For account-level data with custom fields, use Records & Lists import to pull Account records with current balances.
Step 3. Configure your trial balance import settings.
Select your reporting periods, accounting books, and view modes. You can filter by specific subsidiaries and departments for segmented reporting. The system provides a real-time preview of the first 50 rows before importing.
Step 4. Schedule automatic refreshes.
Set up hourly, daily, or weekly refresh schedules to keep your trial balance current. The system maintains proper debit/credit formatting and preserves account hierarchy from NetSuite. Note that re-authentication is required every 7 days due to NetSuite’s security requirements.
Step 5. Customize your data presentation.
Use drag-and-drop column reordering in the import preview. Select specific fields including custom fields, and apply filters for date ranges, departments, or account types. You can create multiple imports for different views of your trial balance data.
Start importing your trial balance data today
This API-based approach eliminates manual exports and provides real-time access to your NetSuite trial balance data. The automated refresh capabilities ensure your Google Sheets always reflect current financial information without manual intervention. Get started with your first trial balance import today.
