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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.”
Coefficient enables synchronized NetSuite COA updates across multiple Excel workbooks, ensuring consistency across all financial reports and analyses while reducing maintenance overhead and enabling parallel workflows.
This approach ensures all Excel workbooks reflect identical, current NetSuite COA data without manual synchronization effort, maintaining audit trails and version control.
Coordinate updates across multiple workbooks automatically
The system supports both individual workbook connections and centralized master approaches, with synchronized refresh schedules and priority ordering for critical workbooks.
How to make it work
Step 1. Choose your synchronization strategy.
For individual workbook connections, each workbook maintains its own Coefficient connection with same COA data and consistent field selection. For centralized master approach, create one master COA workbook with other workbooks referencing master via Power Query for single point of update.
Step 2. Configure refresh coordination.
Set synchronized timing by scheduling all workbooks for same time, use staggered updates offset by minutes to avoid conflicts, and implement priority ordering so critical workbooks refresh first with proper dependency management.
Step 3. Implement direct connections approach.
Set up Budget Planning workbook with COA import including budget segments refreshing daily at 6:00 AM, Financial Reporting workbook with same COA plus balance fields refreshing at 6:05 AM, and Audit Tracking workbook with COA plus status/change fields refreshing at 6:10 AM.
Step 4. Build advanced coordination features.
Implement version control with refresh timestamps, change logs documenting COA modifications, error handling with alerts if refresh fails, and consistency checks to validate across workbooks for data integrity.
Eliminate manual synchronization across your financial ecosystem
This approach eliminates manual update propagation, ensures data consistency, and enables parallel workflow with centralized refresh monitoring and consistent naming conventions. Synchronize your multi-workbook COA system today.
