NetSuite

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Coefficient's NetSuite integration is designed to supercharge your workflows and streamline your business operations like never before. With this powerful integration, you can seamlessly connect your NetSuite account with Coefficient, unlocking a world of possibilities for enhanced efficiency, productivity, and collaboration.

Whether you manage finances, track inventory, or streamline customer relationships, our NetSuite integration empowers you to do it all from within Coefficient's intuitive platform. Say goodbye to manual data entry and tedious toggling between systems – and hello to a seamless, unified experience that simplifies your day-to-day tasks and accelerates your business growth.

Configuring NetSuite OAuth (For NetSuite Administrators Only)

Connecting to NetSuite

Import from NetSuite

Records & Lists

Datasets

Saved Searches

SuiteQL Query

Schedule your Import, Snapshots, and Add Automations

FAQs for NetSuite

 

Configuring NetSuite OAuth (For NetSuite Administrators Only)

ℹ️ NOTE: To use this feature, Your NetSuite Admin must first configure the NetSuite OAUTH for your domain. 

1. Open the Coefficient Sidebar and click on the Menu.

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2. Select “Connected Sources”.

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3. Select "Add Connection" at the bottom and then "Connect" to NetSuite. 

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4. From here, select the "Configure" link below. 

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5. You will be redirected to our NetSuite OAuth configuration page.

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6. From here, you will need to log into your NetSuite account and click on Setup -> Company -> Enable Features.  Screenshot 2024-05-22 at 11.50.53 AM.png7. Select "SuiteCloud". Scroll down and under "SuiteTalk(Web Services)", check the box for "REST WEB SERVICES," and under "Manage Authentication," check the box for OAuth 2.0. Under SuiteScript, check the boxes for Client Suitescript and Server Suite Script. Once enabled, click Save.  Screenshot 2024-05-22 at 12.00.55 PM.pngScreenshot 2024-05-24 at 1.21.56 PM.png8. Toggle back to the NetSuite OAuth configuration page for Coefficient and enter your Account ID in the field provided. To locate your NetSuite Account ID, refer to the URL when logged into NetSuite and copy it from the URL. Click Next to proceed. 

ℹ️ EXAMPLE: URL: https://tstdrv1394275.app.netsuite.com. The ID is tstdrv1394275.NS1.png

9. Download the RESTLet. (Click "Download Script")NS2.png10. Now, you will need to configure the RESTLet in your NetSuite account. In NetSuite, click on Customization -> Scripting -> Scripts -> New. Provide a File Name, and then select the downloaded script file (from Step 9 above) from your downloads folder. (File should end with .js) Check the box for "Company-wide usage" and click Save. (Example: NetSuiteCoefficient.js)

ℹ️ NOTE: It may have been downloaded into a .zip file. If so, you may have to unzip the file to find the .js file. (The .zipfile will NOT work)

🛑 The File Name MUST end with ".js"; otherwise, you will encounter an Internal Server Error. 🛑

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11. Click on Create Script RecordScreenshot 2024-05-30 at 2.54.54 PM.png12. Name your Script, then click the arrow on the Save button and select the option to "Save and Deploy".Screenshot 2024-05-22 at 12.30.42 PM.png13. On the Script Deployment screen, update the Status to "Released" and the Log Level to "Debug." Make sure that you check the boxes/enable this for all Roles, Groups, Employees, etc., making sure to highlight each Department. Then, click Save. 

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14. The next screen will contain your External URL. Copy this URLScreenshot 2024-05-22 at 12.32.02 PM.png

ℹ️ NOTE: The following standard roles have the SuiteAnalytics Workbook Log In using access tokens and REST Web Services permissions assigned by default. Please click here for more information.Screenshot 2024-05-24 at 4.58.14 PM.pngℹ️ NOTE: If you create a new role or use an existing custom role/standard role that does not have the required permissions (by default), you can assign the permissions manually. 

💡How to Assign the Required Permissions to a User's Role:Screenshot 2024-05-24 at 5.01.59 PM.png15. Navigate back to the Coefficient NetSuite OAuth screen and paste the entire URL into the External URL field provided. Then click Save. You will see a confirmation on your screen that the URL was saved.

ℹ️ NOTE: If you receive an error here, please return to the NetSuite Script Deployment screen, confirm you copied the entire URL, and try adding it to this field again.  

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16. Congratulations on setting up your NetSuite OAuth with Coefficient! 🤩

Connecting to NetSuite

1. Open the Coefficient Sidebar and click on the Menu.

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2. Select "Connected Sources".

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3. Select "Add Connection" at the bottom and then "Connect" to NetSuite. 

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4. From the dropdown, select the Account, which was configured. Then click Authorize. Screenshot 2024-05-22 at 3.22.07 PM.png

5.  You will be redirected to a NetSuite login page to enter your credentials. Review the permissions and click Continue. 

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6. Once confirmed, you will be redirected back to Coefficient to begin your first import with NetSuite.  

Import from NetSuite

There are several ways to import data from NetSuite. Let's go through each one!

  • Records & Lists
  • Datasets
  • Saved Searches
  • SuiteQL Query

Records & Lists

1. Open the Coefficient Sidebar and click on the “Import from…” button.

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2. Select "NetSuite" from the list. 

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3. Select "Records & Lists".

 

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4. The Import Preview window opens giving you the option to select Records or Lists. Select either Record or List and then pick one of the options that appear below. (Example: Records -> Account)Screenshot 2024-05-28 at 9.27.20 AM.png5. Select/Unselect the fields you need for your import on the left side of the Import Preview window. The data preview section updates as you change your settings (the first 50 rows of data are shown). You can drag and drop column headers to change their order in your import. You can further customize your import by adding filters, sorts, and limits here as well.  When done, click "Import".Screenshot 2024-05-23 at 11.51.50 AM.png6. Congratulations on your successful Start from Scratch import with NetSuite. 🎉Screenshot 2024-05-24 at 2.17.22 PM.png

Datasets

1. Open the Coefficient Sidebar and click on the “Import from…” button.Screenshot 2024-05-23 at 11.30.45 AM.png

2. Select "NetSuite" from the list. 

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3. Select "Datasets".

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4. The Import Preview window opens, showing available Datasets to select from. Select the Dataset and click Next to continue. (Example: Sales(Invoiced) - POC Sales Report)Screenshot 2024-05-24 at 2.51.48 PM.png5. Select/Unselect the fields you need for your import on the left side of the Import Preview window. The data preview section updates as you make changes to your settings (the first 50 rows of data are shown). You can drag and drop column headers to change their order in your import. You can further customize your import by limits here as well.  When done, click "Import". Screenshot 2024-05-24 at 2.53.23 PM.png6. Congratulations on your successful Dataset import with NetSuite. 🎉Screenshot 2024-05-24 at 3.02.09 PM.png

Saved Searches

1. Open the Coefficient Sidebar and click on the “Import from…” button.

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2. Select "NetSuite" from the list. 

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3. Select "Saved Searches".

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4. The Import Preview window opens, showing available Saved Searches to select from. Select the Saved Search and click Next to continue. (Example: Custom Vendor ID Search)Screenshot 2024-05-24 at 3.38.22 PM.png5. Select/Unselect the fields you need for your import on the left side of the Import Preview window. The data preview section updates as you change your settings (the first 50 rows of data are shown). You can drag and drop column headers to change their order in your import. You can further customize your import by limits here as well.  When done, click "Import". Screenshot 2024-05-24 at 3.39.09 PM.png6. Congratulations on your successful Saved Searches import with NetSuite. 🎉Screenshot 2024-05-24 at 3.40.29 PM.png

SuiteQL Query

1. Open the Coefficient Sidebar and click on the “Import from…” button.

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2. Select "NetSuite" from the list. 

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3. Select "SuiteQL Query".

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4. The Import Preview window pops up; you can add your SuiteQL Query query in the blue text area provided. You can also use a SQL Parameter for your query if needed. Click the "Refresh Preview" button when adding the query for the first time or if you have made any changes to see the updated sample data. (Only the first 50 rows of data are shown in the data preview section.)

ℹ️ Click here to learn more about SuiteQL Query Syntax.Screenshot 2024-05-24 at 3.49.00 PM.png5. Make sure to give your import a name, then hit "Import".Screenshot 2024-05-24 at 3.52.45 PM.png6. Congratulations on your successful SuiteQL Query import with NetSuite. 🎉Screenshot 2024-05-24 at 3.57.14 PM.png

Schedule your Import, Snapshots, and Add Automations

Once you have pulled your data into your sheet using Coefficient, you can set up the following:

1. Schedule your ImportScheduled_Refreshes.png

2. Turn on SnapshotsSnapshot.png

3. Set Up Automations

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FAQs for NetSuite

How can I import a report from NetSuite into my sheet using Coefficient?

NetSuite Reports are not supported due to API limitations. APIs are updated all the time; keep checking here for updates. 

How can I import a workbook from NetSuite using Coefficient?

NetSuite Workbooks and Standard Reports are not supported at this time. You can import these by using the Saved Searches import option. Please reach out to support@coefficient.io to request this feature. 

Can I use Coefficient SQL Builder (using AI) to pull in records from NetSuite? 

SQL Builder is not currently supported soon with our NetSuite integration. Please reach out to support@coefficient.io to request this feature. 

I want to add filters/sorts to my Dataset. How do I do that?

Coefficient supports filter/sort on Records. Filtering and sorting on Saved Searches and Datasets are currently not supported. 

I want to import Accounts and their List Names from NetSuite. How can I do that?

Coefficient supports imports from Records, Datasets, and Saved Searches. However, a single import will not include Associated Records and List names. The nested records will need to be created in separate import(s), and then you can use formulas to pool the data together in your sheet. 

I am running a SuiteQL Query and expecting 150K results, but it only pulls in 100K. How can I do this?

NetSuite limits the number of records returned on a SuiteQL Query to 100K. As a workaround, we suggest adding a filter to your query to pull in the first 100K results and then creating a second query with additional filters to pull in the remaining results. For more information on this limitation, click here

I have 40 NetSuite imports scheduled for refresh at 9 am Pacific Time, and only 35 are refreshing at a time. How can I fix this? 

NetSuite accounts with no SuiteCloud Plus licenses are limited to a maximum of 15 RESTLet API calls at one time. With each SuiteCloud Plus license added to your account, an additional 10 is added. So if I have 2 SuiteCloud Plus licenses within my org, my limit is 35 RESTLet API calls at one time (For those who love math, it is(15+(2X10))). You will need to adjust your import refresh schedules to stagger them to account for this API limitation or add additional SuiteCloudPlus licenses with NetSuite. 

 

 

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