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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 provides native scheduling capabilities for automatic NetSuite data pulls that eliminate the need for Excel macros, VBA scripting, or custom automation code. This macro-free approach works in security-restricted environments and requires no programming expertise.
Here’s how to set up reliable automatic NetSuite data refresh without any macro code or VBA programming.
Set up macro-free automation with cloud-based scheduling
The platform offers three scheduling options for automated NetSuite data refresh: hourly, daily, and weekly intervals. The scheduling system operates independently of Excel macros, using Coefficient’s cloud-based infrastructure to trigger data updates without requiring any macro code or VBA programming.
How to make it work
Step 1. Configure your NetSuite data import.
Set up your initial NetSuite connection through Coefficient and configure your data import using Records & Lists, Saved Searches, Reports, or other import methods. This establishes the data source for automated scheduling.
Step 2. Select your automated refresh schedule.
Choose from hourly, daily, or weekly intervals based on how current your data needs to be. The scheduling system handles all technical aspects of data retrieval and Excel updating without requiring macro code.
Step 3. Configure timezone settings for consistent timing.
Scheduled refreshes are timezone-based according to the user who originally configured the automation, ensuring consistent timing across different geographic locations without macro-based time calculations.
Step 4. Set up manual refresh options as backup.
Configure manual refresh capabilities through on-sheet buttons and sidebar controls that also operate without macros. These manual triggers use Coefficient’s native functionality to pull fresh NetSuite data on demand.
Step 5. Test automation in macro-restricted environments.
Verify that your scheduled refreshes work reliably in your corporate environment without triggering security warnings or requiring macro permissions that IT departments often restrict.
Reliable automation without the macro maintenance headaches
Coefficient’s macro-free approach offers several advantages: it works in macro-restricted environments, doesn’t trigger security warnings, requires no programming knowledge, and maintains functionality across different Excel versions and platforms. The automation runs reliably without the maintenance issues commonly associated with macro-based solutions. Start automating your NetSuite data pulls today.
