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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 doesn’t push AR aging data to external spreadsheets automatically. You’re stuck with manual exports every time you need updated aging information for collections workflows.
Here’s how to set up automated AR aging data refreshes that keep your spreadsheets current without manual intervention.
Automate AR aging data updates with scheduled refreshes using Coefficient
Coefficient maintains persistent API connections between NetSuite and NetSuite and your spreadsheets. You get three scheduling options: hourly, daily, and weekly refreshes. Weekly works best for AR aging since aging buckets don’t need real-time updates.
How to make it work
Step 1. Import your NetSuite AR aging data.
Use the Records & Lists method to pull Customer records with aging balance fields, or the Reports method to import NetSuite’s standard AR Aging Report. Both give you the aging data you need.
Step 2. Configure your import filters.
Set up date ranges and customer segments that match your collections workflow. Filter by subsidiary, department, or customer class to focus on relevant aging data.
Step 3. Set up weekly scheduling through refresh settings.
Choose weekly refreshes for most AR aging workflows. Configure the timezone based on your collections team’s schedule so data updates when they need it most.
Step 4. Enable manual refresh options.
Keep the on-sheet refresh button active for times when you need updated data outside the scheduled refresh. This gives you flexibility for urgent collections situations.
Step 5. Handle NetSuite’s 7-day token refresh requirement.
Coefficient automatically manages token refreshes and sends notifications when re-authentication is needed. Your automated refreshes continue without interruption.
Keep AR aging data current without manual exports
Automated scheduling eliminates the export-import cycle while maintaining data accuracy for your collections team. Set up your automated AR aging refreshes now.
