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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 export functionality strips away hierarchical relationships during CSV and Excel exports, flattening your carefully structured department hierarchies into single-dimension data that loses all organizational context.
Here’s how to maintain those critical parent-child relationships and keep your department structure intact when moving data to Excel.
Import department hierarchies with relationships intact using Coefficient
Coefficient solves NetSuite’s hierarchy export limitation through its Records & Lists import method with custom field mapping capabilities. Unlike standard exports that flatten data, Coefficient imports the actual Parent Department field from NetSuite, which contains the relational data that gets stripped in native exports.
How to make it work
Step 1. Set up your Department Records import in Coefficient.
Connect to NetSuite through Coefficient and select the Department record type using the Records & Lists method. Make sure to include the Parent Department field along with Department Name and Subsidiary fields to capture the complete organizational structure.
Step 2. Configure field mapping to preserve relationships.
Select specific fields that maintain hierarchical connections, including the Parent Department field that contains the actual relationship data. Use Coefficient’s filtering capabilities to organize departments by hierarchy level using AND/OR logic if needed.
Step 3. Reconstruct the tree structure in Excel.
With the Parent Department data now available, use Excel formulas like XLOOKUP or INDEX/MATCH to reconstruct the tree structure with proper indentation levels. You can also create pivot tables that maintain the hierarchical relationships using the imported parent-child data.
Step 4. Automate with scheduled refreshes.
Set up daily or weekly automated refreshes so your Excel department hierarchy stays synchronized with NetSuite changes without manual intervention. This eliminates the data flattening issue entirely while providing live organizational structure data.
Keep your department structure current automatically
This approach completely eliminates NetSuite’s hierarchy flattening problem by importing the actual relationship data your organization needs. Try Coefficient to maintain your department hierarchies without losing critical organizational structure.
