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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Manual customer data exports become outdated the moment you download them, leaving your team working with stale contact information and payment terms.
Here’s how to create a live customer database that stays current with your QuickBooks records automatically.
Create automated customer data sync using Coefficient
Coefficient imports complete QuickBooks customer records directly into Google Sheets with scheduled refresh options. This creates a live customer database with contact info, billing addresses, payment terms, and custom fields that update automatically.
How to make it work
Step 1. Connect QuickBooks and import customer object data.
Use Coefficient’s Objects & Fields method to select specific customer data fields you need. Import contact information, billing addresses, payment terms, credit limits, and any custom fields you’ve configured.
Step 2. Apply filters for specific customer segments.
Filter for active customers only, specific regions, or customer types based on your business needs. Dynamic filters can automatically adjust to pull recently created or modified customer records.
Step 3. Schedule daily auto-refresh for current customer data.
Set up daily automated updates to keep customer information current. Customer data changes frequently enough to warrant daily refresh scheduling for most businesses.
Step 4. Organize data for team access and analysis.
Customer data automatically displays in alphabetical order for easy reference. Use this live database for CRM integration, sales analysis, marketing segmentation, and account management.
Keep customer data current without file management
Automated customer data sync ensures your Google Sheets database stays synchronized with QuickBooks without any manual file handling or data entry. Set up your automated customer database today.
