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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NetSuite’s manual export process creates static snapshots that become outdated while you’re annotating journal entries. Each time you need current data, you lose your annotation work and start over.
Real-time GL sync maintains live data connections while preserving Excel’s annotation functionality for seamless review workflows.
Create live GL connections that preserve annotations using Coefficient
Coefficient provides real-time GL sync capability that NetSuite’s architecture cannot deliver natively. Your GL data stays current while Excel’s annotation functionality remains fully intact.
How to make it work
Step 1. Establish live connection infrastructure.
Deploy Coefficient’s RESTlet script in NetSuite to enable continuous API communication. This bypasses NetSuite’s export/import limitations entirely, creating a persistent connection that maintains data currency without manual intervention.
Step 2. Configure GL data import methods.
Use Records & Lists to pull Transaction records with JE-specific filtering, sync standard NetSuite General Ledger reports while maintaining live refresh capabilities, or create custom SuiteQL queries that join GL data with supporting information for comprehensive JE context.
Step 3. Structure workbooks for annotation workflows.
Import GL data into dedicated columns while preserving adjacent columns for reviewer comments. Maintain Excel formatting, conditional formatting, and data validation that persists through sync cycles. Structure workbooks with separate annotation areas that don’t interfere with live data refresh.
Step 4. Configure sync frequency options.
Set on-demand refresh via sidebar button when annotations are complete, schedule daily or hourly updates that refresh GL data while preserving annotation columns, or use smart refresh that updates underlying data without disrupting active annotation work.
Maintain accuracy without losing annotation work
Real-time GL sync ensures annotation accuracy by providing current data while maintaining Excel’s collaborative review environment. Your team gets live data without losing annotation progress. Set up your real-time sync today.
