)
Written by
Table of Contents
“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.”
Post-migration refresh failures with NetSuite ODBC connections are frustratingly common. Connection strings reference old endpoints, authentication tokens become invalid, and field mappings change between ERP systems, breaking your existing pivot table workflows.
Here’s how to establish reliable NetSuite data connections that maintain consistent refresh capabilities after migration, plus automated scheduling that works without manual intervention.
Build migration-friendly pivot tables with Coefficient
Instead of troubleshooting ODBC connection issues after migration, NetSuite users can establish purpose-built Excel connections that handle migration scenarios gracefully. Coefficient’s OAuth authentication auto-renews and doesn’t rely on server endpoints that change during migrations.
The key advantage is automated refresh scheduling that runs in the cloud, so your pivot tables stay current even when connection details change.
How to make it work
Step 1. Install Coefficient and connect to your new NetSuite instance.
Add Coefficient from Excel’s add-in store and authenticate with your post-migration NetSuite credentials. OAuth handles authentication without connection strings.
Step 2. Import NetSuite data using Records & Lists or Saved Searches.
Select your data source and choose the fields you need for your pivot tables. Preview the data to ensure field mappings are correct after migration.
Step 3. Build pivot tables on Coefficient-imported data.
Create your pivot tables using the imported NetSuite data as the source. This ensures pivot tables refresh reliably when the underlying data updates.
Step 4. Set automated refresh schedule.
Click the schedule icon and set refresh frequency (daily at 6 AM works well for most reports). Pivot tables update automatically based on the refreshed data.
Eliminate post-migration refresh headaches
This approach provides more reliable refresh capabilities than traditional ODBC setups while handling migration scenarios without manual reconfiguration. Your pivot tables stay current with automated scheduling that doesn’t depend on local connections. Set up Coefficient to ensure your Excel pivot tables refresh reliably after NetSuite migration.
