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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 need to give external partners ongoing access to NetSuite reports, but you want live data updates without the security risks of system access.
Here’s how to create secure sharing links that provide real-time NetSuite data through automated spreadsheet updates.
Create secure live report links using Coefficient
Coefficient creates a secure bridge between NetSuite and spreadsheets, enabling live data links without system access requirements. Your partners get current data through secure sharing links while you maintain complete control over data exposure and access permissions.
How to make it work
Step 1. Import NetSuite reports into spreadsheets.
Use Coefficient’s Reports or Records & Lists methods to pull NetSuite data into Google Sheets or Excel. Select only the fields appropriate for external sharing and apply filtering to limit data scope.
Step 2. Configure automated refresh scheduling.
Set up daily, weekly, or hourly refresh schedules to maintain data currency without manual intervention. Configure timezone-based scheduling aligned with your partners’ business cycles for optimal timing.
Step 3. Generate secure sharing links.
Use Google Sheets or Excel’s native sharing features to create secure links with view-only permissions. Set link expiration dates for time-sensitive reports and configure access levels based on partner requirements.
Step 4. Set up access monitoring and audit trails.
Monitor link access through spreadsheet platform logs and Coefficient’s refresh history. Maintain comprehensive audit trails for compliance and security monitoring across all shared reports.
Provide live data access securely
This approach transforms static report sharing into dynamic collaboration while eliminating security vulnerabilities. Partners get familiar spreadsheet interfaces with live NetSuite data, and you maintain granular control over access and permissions. Set up secure live report links today.
