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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.”
NetSuite’s native duplicate detection only works after records are already created, requiring cleanup and potential data corruption fixes. You need proactive duplicate detection that identifies potential matches before any NetSuite processing occurs, preventing duplicate creation entirely.
Cross-referencing incoming data against existing NetSuite records before import provides superior duplicate prevention than reactive detection systems.
Prevent duplicate creation with proactive detection using live NetSuite data with Coefficient
Coefficient provides superior duplicate detection capabilities by allowing you to cross-reference incoming data against existing NetSuite records before any import occurs. This proactive approach prevents duplicate creation rather than trying to manage duplicates after they’re already in NetSuite .
How to make it work
Step 1. Import existing NetSuite records as reference datasets.
Use Coefficient’s Records & Lists feature to import existing NetSuite records (customers, vendors, items, or any record type) into your spreadsheet. These become comprehensive reference datasets for duplicate checking against incoming data.
Step 2. Build duplicate detection using spreadsheet functions.
Use VLOOKUP, INDEX/MATCH, and other spreadsheet functions to identify potential duplicates in incoming data by comparing against existing NetSuite records. This includes exact matches and fuzzy matching for similar but not identical records.
Step 3. Apply conditional formatting for visual duplicate identification.
Use conditional formatting to highlight duplicate matches visually in the spreadsheet interface. This makes potential duplicates immediately apparent, allowing you to review and make decisions about each match before processing.
Step 4. Filter out confirmed duplicates before NetSuite import.
Use Coefficient’s AND/OR logic filtering to remove confirmed duplicates from your import dataset before any NetSuite interaction. This prevents duplicate creation while allowing you to process only new, unique records.
Step 5. Create update workflows for existing records.
For records that match existing NetSuite entries, create update workflows rather than new record creation. This handles cases where you want to update existing records with new information instead of creating duplicates.
Stop duplicates before they reach NetSuite
Proactive duplicate detection in the familiar spreadsheet environment provides better control over potential matches than automated systems, while preventing the cleanup complexity of post-import duplicate management. Start preventing NetSuite duplicates before they’re created.
