Coefficient's NetSuite Agent extension enables seamless connection to your NetSuite account without doing extensive configuration. Once connected, you can easily import from a Report, Saved Search, or Dataset directly into your spreadsheet, helping you work more efficiently and keep everything in one place. This article will guide you through the setup and key features of our NetSuite Agent integration.
Setting up and Connecting to NetSuite Agent
Schedule your Import, Snapshots, and Add Automations
Setting up and Connecting to NetSuite Agent
Before creating an import using the NetSuite Agent connector, you will need to complete the steps below to configure this integration within your Google Chrome or Microsoft Edge browser.
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1. Open the Coefficient Sidebar and click on the Menu. |
2. Select “Connected Sources”. |
3. Select "Add Connection" at the bottom and then "Connect" to NetSuite Agent. |
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4. Click the "Chrome Web Store" link. (NetSuite Agent Extension) |
5. You will then be redirected to the Google Chrome Web Store. Click the "Add to Chrome" button to install the NetSuite Agent in your browser. Follow the prompts until you see a banner that the NetSuite Agent has been successfully installed on your browser. |
6. Open the NetSuite Agent extension from your browser and sign in either with your Google or Microsoft account.
ℹ️ PRO TIP: Pin the NetSuite Agent extension to your browser for easier access.
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7. Select the same account (Google or Microsoft) that you are using to access the Coefficient sidebar.
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ℹ️ NOTE: Once signed in, you will see an "Active" status under your account within the extension. |
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8. Navigate back to the Coefficient sidebar and check the box, "Extension is installed", then click "Next". |
9. To verify your connection, click on the "Check agent connectivity" link. |
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10. Log in to your NetSuite account, copy the Account ID from the homepage URL, and paste it into the designated field. Then, click "Check Login Status" to continue. ℹ️ NOTE: Your NetSuite Account ID should look similar to the example below: eg. https://abcd1234567.app.netsuite.com |
11. Click "Connect" to continue. Once the connection is successful, you can begin creating your first NetSuite Agent import. 🥳 |
Import from NetSuite Agent
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1. Open the Coefficient Sidebar and click on the “Import from…”. |
2. Select "NetSuite Agent" from the list. |
3. Log in to your NetSuite account, navigate to the Report, Saved Search, or Dataset you want to import into Coefficient, and copy its URL.
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4. Paste the URL of your Report, Saved Search, or Dataset into the field provided, then click Import to proceed. |
5. The sidebar will show the available filters for your NetSuite report, saved search, or dataset. Select the values for the available filters, then click "Import" to load your data.
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6. Congratulations on your first import created using the NetSuite Agent extension. 🥳
Schedule your Import, Snapshots, and Automations
Once you have pulled your data into your sheet using Coefficient, you can set up the following:
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FAQs for NetSuite
Which browsers are compatible with NetSuite Agent?
The NetSuite Agent extension is currently supported on Google Chrome and Microsoft Edge. Other browsers, including Firefox and Safari, are not supported at this time.
Can I connect multiple NetSuite accounts using the extension?
At this time, Coefficient's NetSuite Agent extension supports one connection per user.
Can I share my NetSuite Agent connection with other users?
NetSuite Agent connections cannot be shared with other users. Each user will need to set up their own connection.
What types of NetSuite data can I import into my spreadsheet using the NetSuite Agent?
Currently, you can import data from NetSuite Report, Saved Search, or Dataset URLs. If you would like to import other data types, please contact support@coefficient.io so we can log it as a feature request.
Do I need to be logged into the NetSuite UI when I refresh my import?
Yes, to successfully refresh your import, you must be logged into your NetSuite account in another tab within your Chrome or Edge browser. If you experience any issues during the refresh, please contact support@coefficient.io for further assistance.
Can a member of my team refresh an import I created using NetSuite Agent?
Only the user who created the connection may refresh an import using the NetSuite Agent. Each user must set up their own connection to manage and refresh their imports.
How can I change the filters on my import using the NetSuite Agent?
Changes to filters must be done directly in the NetSuite report/Saved Search within the NetSuite UI. Coefficient does not support filter updates within the sidebar for imports created using the NetSuite Agent.
How can I change the view of a NetSuite Report for import?
To use a different view, save it as a separate report in NetSuite and set it as the default. Then, use the URL of that report when creating your import through the NetSuite Agent connection.
What types of reports are supported with NetSuite Agent?
Coefficient's NetSuite Agent supports both standard and custom reports.
I created an import using the NetSuite Agent integration, but I didn’t see any filter options. How can I fix this?
If filter options are not appearing during your import setup, it’s likely that your NetSuite Agent extension is not on the required version.
To resolve this, please confirm that your NetSuite Agent extension is updated to version 1.2.10 or later.
To check and update the extension in Google Chrome:
- Open Chrome and navigate to chrome://extensions/
- Enable Developer mode (top right)
- Click Update to ensure all extensions are up to date
If the filter options still don’t appear after updating, we recommend reinstalling the NetSuite Agent extension using this link.
If you continue to experience issues after reinstalling, please reach out to support@coefficient.io
and our team will be happy to help.