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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.”
Manual data refresh processes create delays between NetSuite record changes and Tableau dashboard updates. Automated record update synchronization ensures dashboards reflect current NetSuite data without manual intervention.
Here’s how to set up automated synchronization that captures record modifications, new records, and status changes flowing seamlessly to Tableau data sources.
Automate record update sync using Coefficient
Coefficient provides automated NetSuite record update synchronization through intelligent refresh scheduling and change detection. All record types including Customer, Vendor, Employee, Item, Transaction, and Custom Records sync automatically to NetSuite Tableau data sources.
How to make it work
Step 1. Configure comprehensive record update tracking.
Set up imports for all relevant NetSuite records that feed your Tableau dashboards. Include custom fields, standard fields, and calculated field changes to ensure complete data synchronization across customer, item, transaction, and employee records.
Step 2. Implement incremental update optimization.
Use date-filtered imports to pull only records modified since the last sync using “Date Modified” filtering. Write SuiteQL change queries targeting recently updated records: SELECT * FROM customer WHERE lastmodifieddate > CURRENT_TIMESTAMP – INTERVAL ‘1’ HOUR.
Step 3. Schedule automated refresh cycles.
Configure hourly updates for near real-time record changes in Tableau dashboards. Set timezone-based execution for consistent update timing and enable automated re-authentication to handle the required 7-day NetSuite token refresh.
Step 4. Maintain live Tableau data source connections.
Connect Tableau to Coefficient-managed spreadsheets that serve as live data sources. Record updates maintain consistent column structure preventing connection breaks, while multiple dashboards can use single Coefficient imports for efficiency.
Keep dashboards current with automated record synchronization
Automated record update sync eliminates manual refresh processes while ensuring Tableau dashboards maintain accurate, current NetSuite data. Customer changes, item modifications, and transaction updates flow automatically to your business intelligence layer. Automate your record synchronization today.
