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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.”
This limitation exists because most platforms treat local CSV uploads as static, read-only data sources to prevent data corruption and maintain source integrity. However, this creates significant workflow limitations that prevent you from making necessary data adjustments.
Here’s how to enable full editing capabilities by replacing static uploads with dynamic connections that support collaborative data management.
Enable full editing capabilities using Coefficient
Coefficient addresses this through its dynamic connection approach by establishing live connections to editable data sources instead of creating static, immutable snapshots.
How to make it work
Step 1. Set up Google Sheets integration.
Upload your CSV data to Google Sheets where you gain full editing capabilities within the connected spreadsheet. This transforms your static data into an editable source that maintains live connections to your systems.
Step 2. Establish dynamic connections.
Connect Coefficient to your Google Sheets document and your Salesforce or Salesforce instance. This creates a live connection where changes to source data automatically flow through to your data stream during the next refresh.
Step 3. Configure scheduled exports for data synchronization.
Set up scheduled exports to push modified data back to external systems like Salesforce or databases using UPDATE, INSERT, or UPSERT actions. This ensures your edits propagate throughout your entire data ecosystem automatically.
Step 4. Implement Formula Auto Fill Down for dynamic calculations.
Enable automatic application of calculations to new or modified data by placing formulas in columns adjacent to your imported data. These formulas update automatically when you edit source data, maintaining analytical consistency across your workflow.
Enable collaborative data management
This approach eliminates the edit restrictions of static CSV uploads while providing superior data management capabilities including collaborative editing, automated synchronization, and maintained data lineage. Start building your editable data system today.
