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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.”
Real-time syncing between NetSuite invoice data and Salesforce opportunities eliminates manual data exports and provides live visibility into your pipeline-to-cash process without constant system switching.
Here’s how to set up automated synchronization that keeps your revenue tracking current and accurate.
Connect both systems through live data imports using Coefficient
Coefficient enables real-time integration by importing live invoice data from NetSuite and NetSuite into spreadsheets, where it combines with Salesforce opportunity data using dual-connector capabilities. This approach eliminates manual export bottlenecks while providing automated refresh scheduling that keeps your data synchronized.
How to make it work
Step 1. Set up OAuth configuration for both systems.
Configure authentication for NetSuite using the RESTlet script deployment and set up Salesforce connector access. This one-time setup enables secure API connections to both platforms without ongoing credential management.
Step 2. Import NetSuite invoice data using Records & Lists.
Select transaction records and choose relevant fields like transaction ID, customer, amount, date, and custom fields that link to Salesforce opportunity IDs. Apply filters to focus on recent invoices or specific customer segments.
Step 3. Import Salesforce opportunity data in parallel.
Pull opportunity records with stage, amount, close date, and matching customer identifiers. Import this data into a separate sheet or range within the same workbook for easy cross-referencing.
Step 4. Create automated matching logic.
Use spreadsheet functions like XLOOKUP or INDEX/MATCH to connect invoice records with opportunities based on customer IDs, deal reference numbers, or custom linking fields. This eliminates VLOOKUP errors common in manual processes.
Step 5. Configure automated refresh scheduling.
Set up hourly, daily, or weekly refresh cycles based on your reporting needs. Both imports refresh on the same schedule, maintaining data consistency and providing real-time synchronization without manual intervention.
Start tracking your pipeline to cash automatically
This automated approach transforms static reporting into live revenue tracking that updates continuously. Get started with Coefficient to eliminate manual data exports and gain real-time visibility into your sales-to-cash process.
