Yes, you can schedule NetSuite saved searches to export directly to Google Sheets daily using Coefficient ‘s automated scheduling feature. This eliminates manual exports and ensures your data stays current.
Here’s how to set up daily automation and configure timing options that work best for your reporting needs.
Daily NetSuite saved search automation using Coefficient
Coefficient enables flexible daily scheduling for NetSuite saved searches with precise timing control. You can set different saved searches to refresh at various times and choose whether to include weekends.
How to make it work
Step 1. Complete your initial saved search import.
Set up your NetSuite saved search import through Coefficient first. This establishes the connection and data structure that will be maintained during scheduled refreshes.
Step 2. Access the scheduling options.
Click the three-dot menu on your completed import and select “Schedule refresh.” This opens the automation settings where you can configure timing and frequency.
Step 3. Configure daily scheduling settings.
Choose “Daily” as your frequency and set your preferred time. The schedule runs based on the timezone of the user who created it. You can also choose to include or exclude weekends based on your business needs.
Step 4. Set up multiple schedules for different data types.
Stagger multiple saved search refreshes by 15-30 minutes to avoid hitting NetSuite’s API limits. Schedule critical data during off-peak hours and set up failure notifications to alert you if a refresh doesn’t complete.
Step 5. Monitor and optimize your scheduled refreshes.
Review authentication status weekly since NetSuite requires token refresh every 7 days. Monitor the 15 simultaneous RESTlet API call limit and consider your SuiteCloud Plus licenses for additional capacity.
Automate your daily NetSuite reporting
Daily scheduled exports keep your Google Sheets current without manual intervention, freeing up time for analysis instead of data management. Set it once and your reports update automatically every day. Start automating your NetSuite saved searches today.