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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.”
Manual CSV exports from NetSuite for rolling forecasts eat up hours every week and create version control nightmares. There’s a better way to keep your forecast models current with live actuals data.
You can set up automated NetSuite data sync that pulls fresh actuals on your schedule, eliminating manual exports entirely.
Automate NetSuite actuals sync using Coefficient
Coefficient creates a direct live connection between NetSuite and Google Sheets that automatically pulls fresh actuals on your preferred schedule. Unlike NetSuite’s native reporting which requires manual CSV exports and copy-paste operations, this establishes an automated workflow that keeps your rolling forecasts current without any manual intervention.
How to make it work
Step 1. Set up your NetSuite OAuth connection.
Your NetSuite admin needs to deploy the RESTlet script and configure the external URL for secure API communication. This is a one-time setup that enables ongoing automated data access.
Step 2. Configure your actuals import.
Use the Records & Lists import method to pull Account records with actual balances. Apply filters for specific date ranges, subsidiaries, or account types that are relevant to your forecast model.
Step 3. Set up automated refresh scheduling.
Configure weekly refreshes to automatically pull new actuals without manual intervention. You can choose hourly, daily, or weekly schedules based on how often your forecast needs updating.
Step 4. Build your rolling forecast logic.
Use Coefficient’s filtering capabilities to pull actuals for current periods while maintaining your forecast formulas for future periods. The automated refresh ensures your 12-month rolling model always reflects the latest NetSuite data.
Transform your forecast workflow
Automated NetSuite actuals sync transforms time-consuming weekly export tasks into a fully automated workflow that maintains data accuracy and supports continuous forecast updates. Get started with automated rolling forecasts today.
