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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 automatically push different NetSuite saved search results to specific Google Sheets tabs, with each import having its own schedule and configuration for organized data management.
Here’s how to set up tab-specific imports that organize your data by department, date range, or data type with independent automation.
Organize NetSuite data across specific tabs automatically using Coefficient
Coefficient imports NetSuite saved search results directly to your chosen tabs, with each import maintaining independent scheduling and settings. You can create organized dashboards with different data views in separate tabs.
How to make it work
Step 1. Set up tab-specific imports for each saved search.
Navigate to your target tab, then go to Import from → NetSuite → Saved Searches. Select your saved search and configure the import. Repeat this process for each tab, choosing different saved searches for different purposes like “Open_Orders,” “Shipped_Today,” or “AR_Aging.”
Step 2. Configure independent scheduling for each tab.
Click the three-dot menu on each import and select “Schedule.” Set different refresh frequencies per tab based on data needs – hourly for critical operations data, daily for reporting, or weekly for historical analysis.
Step 3. Organize tabs by department or data type.
Create logical groupings like Sales tabs (pipeline and closed deals), Finance tabs (AR/AP saved searches), Operations tabs (inventory and fulfillment), or time-based tabs (Current_Month, Previous_Month, YTD_Summary).
Step 4. Build coordinated dashboards and master views.
Create a master dashboard tab that pulls data from multiple tabs usingfor each relevant tab. Use consistent field ordering and naming conventions across related tabs.
Start organizing your NetSuite data efficiently
Tab-specific imports transform Google Sheets into comprehensive NetSuite reporting dashboards with automated, organized data flows. Each team gets their relevant data while maintaining centralized access. Organize your data across tabs automatically.
