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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.”
Local drive sources can’t be automated because they require manual file uploads every time your data changes. This creates a bottleneck that forces you into repetitive file management tasks instead of focusing on data analysis.
Here’s how to solve this automation challenge by shifting from local storage to cloud-based data connections with comprehensive scheduling capabilities.
Comprehensive automation framework using Coefficient
Coefficient solves this automation challenge by shifting from local storage to cloud-based data connections with comprehensive scheduling capabilities that eliminate manual upload bottlenecks entirely.
How to make it work
Step 1. Migrate CSV data to Google Sheets or cloud storage.
Upload your CSV files to Google Sheets using File > Import or by dragging files directly into new spreadsheets. This moves your data from local storage to a cloud-based source that supports automation.
Step 2. Establish Coefficient connection to cloud source.
Install Coefficient and connect it to your Salesforce or Salesforce instance. Set up your data import using the Google Sheets document as your source, creating a live connection instead of static file uploads.
Step 3. Configure comprehensive refresh scheduling.
Set up scheduled import refreshes at hourly intervals (1, 2, 4, or 8 hours), daily updates at specific times, or weekly refreshes on selected days. Use the Refresh All feature to update multiple data streams simultaneously across your entire workbook.
Step 4. Set up alert systems and monitoring.
Enable Slack and email notifications when data updates occur (available for Google Sheets connections). Configure manual refresh options for immediate updates when you can’t wait for the next scheduled refresh. This creates a comprehensive monitoring system for your automated data pipeline.
Build enterprise-grade data automation
This eliminates the manual upload bottleneck while providing enterprise-grade automation for maintaining current data across all your streams. Your data stays fresh automatically while you focus on analysis instead of file management. Start automating your data pipeline today.
