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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 detailed invoice line item data directly from your NetSuite accounting system to Excel using API connectivity that overcomes typical challenges of accessing granular transaction data.
This method establishes a live connection to your accounting system for current invoice line details without manual exports or report generation.
Connect directly to accounting data using Coefficient
Coefficient provides direct connectivity to pull invoice line item detail from NetSuite accounting systems to Excel. The OAuth setup creates a secure connection, and you can access Transaction Line records containing individual invoice line items with real-time data connectivity.
How to make it work
Step 1. Configure OAuth connection to NetSuite.
Set up one-time OAuth configuration through your NetSuite Admin to establish secure API-based connection. This enables direct access to your accounting system data without manual intervention.
Step 2. Access Transaction Line records for line item details.
Use Records & Lists import to select Transaction Line records. This provides complete line item data including transaction information, product details, quantity and pricing, and accounting data like GL accounts and department assignments.
Step 3. Select specific fields for your analysis needs.
Choose fields including invoice number, date, customer, terms, sales rep, item name, SKU, description, item type, category, quantity, unit price, extended amount, discount, and tax information.
Step 4. Apply filters to focus on relevant invoices.
Use date or customer filters to focus on specific invoice ranges. You can also filter by product categories, sales reps, or other criteria to customize your line item data set.
Step 5. Schedule automatic updates for current data.
Set up regular refresh schedules to keep Excel data current with your accounting system. The live connection maintains up-to-date invoice line item detail automatically.
Start pulling your accounting data
Direct connectivity to your accounting system gives you comprehensive invoice line item detail for advanced analysis and reporting capabilities. Connect your NetSuite data today.
