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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.”
Automating NetSuite data refresh in Excel without VBA macros or opening workbooks eliminates security risks and maintenance overhead of traditional automation solutions. VBA requires macro security warnings, IT policy conflicts, and depends on user computers being powered on.
Here’s how to achieve enterprise-grade automation that runs in the cloud without code, plus scheduling options that work even when your computer is offline.
Get VBA-free automation with Coefficient ‘s cloud refresh
NetSuite data can refresh automatically on Coefficient’s servers without requiring Excel to be open or any desktop software running. This eliminates the reliability issues and security concerns associated with VBA macro solutions.
The key advantage is set-and-forget scheduling that works across all Excel versions without modification, plus error notifications and refresh history tracking.
How to make it work
Step 1. Import your NetSuite data using Coefficient.
Connect to NetSuite and import data using Records & Lists, Saved Searches, or Reports. This establishes the data connection that will refresh automatically.
Step 2. Click the schedule icon on your import.
Select the schedule button next to your imported data. Choose from hourly updates for real-time dashboards, daily refreshes for morning reports, or weekly updates for period-end reporting.
Step 3. Set specific timing based on your timezone.
Choose exact refresh times (like 6 AM daily) to ensure data is current when your team arrives. The automation begins immediately and runs indefinitely.
Step 4. Monitor refresh status and history.
Track when data was last updated and receive alerts if refresh fails. Re-authentication is only required every 7 days, maintaining data integrity during refresh cycles.
Enterprise automation without the complexity
This approach delivers reliable automation that works with pivot tables and charts while preserving Excel formulas and formatting. You get consistent data updates without the security warnings, maintenance burden, or dependency issues of VBA macros. Set up Coefficient to automate your NetSuite Excel refresh without writing a single line of code.
