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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.”
Yes, you can schedule automated journal entry imports from Excel to NetSuite with comprehensive scheduling options including hourly, daily, and weekly frequencies. This eliminates manual intervention while maintaining complete control over import timing.
Here’s how to set up unattended journal entry processing that runs automatically on your preferred schedule with built-in error notifications and audit trails.
Schedule journal entry imports using Coefficient
Coefficient offers comprehensive scheduling capabilities for journal entry bulk import automation. The platform’s scheduling features eliminate manual intervention while maintaining control over import timing. You can choose from hourly imports for high-frequency journal entries, daily imports for end-of-day processing, or weekly imports for periodic adjustments.
Scheduled imports run automatically without user intervention, apply consistent mapping and validation rules every time, and send automated alerts for any import issues. The system maintains a complete history of all scheduled imports for audit purposes.
How to make it work
Step 1. Set up your Excel journal entry template with the connection.
Configure your existing Excel template with the NetSuite connection through Coefficient. The template structure remains unchanged while gaining automated import capabilities.
Step 2. Configure import settings with field mappings and validation rules.
Use the drag-and-drop interface to map your Excel columns to NetSuite fields. Set up validation rules to ensure data integrity and configure custom field mappings if needed. These settings apply consistently to every scheduled import.
Step 3. Enable scheduling in the Coefficient interface.
Click the scheduling option and select your preferred frequency – hourly, daily, or weekly. Choose specific timing based on your timezone (determined by the scheduling user’s location). The system respects NetSuite’s API rate limits of 15 simultaneous calls plus 10 additional calls per SuiteCloud Plus license.
Step 4. Configure notifications and monitoring.
Set up automated alerts for import success and failure notifications. The system provides detailed error reporting and maintains audit trails for all scheduled imports, helping you monitor the automated process.
Step 5. Manage re-authentication requirements.
Plan for re-authentication every 7 days due to NetSuite’s token refresh policy. Set calendar reminders to ensure uninterrupted automated processing of your scheduled journal entry imports.
Automate your journal entry workflow
Scheduled imports ensure your journal entries flow seamlessly from Excel to NetSuite on your preferred schedule with consistent validation and error handling. Start automating your journal entry imports today.
