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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 workflows (SuiteFlow) cannot directly export reports to SharePoint document libraries. The workflow engine is designed for internal record management and lacks native SharePoint integration capabilities.
Here’s a more practical solution that delivers live NetSuite data to SharePoint without complex workflow development.
Create live NetSuite data connections in SharePoint-stored Excel files using Coefficient
Coefficient eliminates the need for triggered report exports by creating live data connections in Excel files that can be stored in SharePoint document libraries. Stakeholders get always-current data without workflow triggers or file management overhead.
How to make it work
Step 1. Set up your NetSuite connection through Coefficient.
Complete the OAuth 2.0 authentication setup with your NetSuite Admin. This establishes secure API communication without requiring custom SuiteScript workflow development.
Step 2. Import your NetSuite data using the appropriate method.
Use Records & Lists imports for standard NetSuite data, Reports imports for financial statements, or SuiteQL queries for complex data requirements. Each method populates Excel with live NetSuite connections.
Step 3. Configure automated refresh scheduling.
Set up hourly, daily, or weekly refresh schedules to ensure your Excel files contain current NetSuite data. The automated refresh eliminates the need for event-driven workflow triggers.
Step 4. Store your Excel file in SharePoint document library.
Save the live-connected Excel file directly in SharePoint where stakeholders can access current NetSuite data through familiar document collaboration features. The data updates automatically based on your configured schedule.
Skip workflow complexity for better results
This approach provides more current data than event-driven exports while eliminating the technical overhead of custom workflow development and SharePoint API integration. Start creating your live NetSuite connections today.
