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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.”
Your company uses custom records in NetSuite for specific close tracking requirements, but accessing this data in your Google Sheets close tracker requires manual exports. You need automated access to company-specific custom record data.
Here’s how to pull NetSuite custom records directly into your Google Sheets close tracker with automated updates.
Access custom records automatically using Coefficient
Coefficient provides full support for NetSuite custom records through its Records & Lists import method. This enables you to pull company-specific close tracking data into Google Sheets automatically, including custom fields and specialized close procedures.
How to make it work
Step 1. Access all custom records through Records & Lists.
Coefficient’s Records & Lists feature provides access to ALL NetSuite custom records, including company-specific close tracking records, compliance checklists, or audit trail records that standard NetSuite reports can’t capture.
Step 2. Import custom fields relevant to your close process.
Select custom fields from your NetSuite custom records: custom close step definitions, company-specific compliance requirements, audit trail information, and subsidiary-specific close procedures that match your organization’s unique requirements.
Step 3. Apply filters for current close periods.
Use filtering capabilities with AND/OR logic to show only relevant records for current close periods, specific subsidiaries, or particular close phases. This keeps your tracker focused on actionable items.
Step 4. Schedule regular updates for current status.
Set up automated refreshes to ensure your close tracker reflects current custom record status without manual data entry. This maintains visibility of company-specific close requirements alongside standard NetSuite transaction data.
Capture your unique close requirements
Custom record integration is particularly valuable for organizations with complex, customized close processes that extend beyond standard NetSuite functionality. Connect your NetSuite custom records and automate your company-specific close tracking requirements.
