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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 CSV upload workflows are time-consuming, error-prone, and don’t scale for regular reporting needs. The repetitive process of exporting, downloading, and importing files wastes 15-30 minutes per update and introduces formatting problems.
Here’s how to replace the entire manual CSV process with automated data refresh that updates your Google Sheets without any file management.
Replace CSV workflows with automated refresh using Coefficient
Coefficient eliminates the export-download-import cycle by connecting directly to NetSuite and updating your data automatically. Background processing handles authentication renewal and connection management without user intervention.
How to make it work
Step 1. Configure automated refresh scheduling.
Set up hourly, daily, or weekly refresh cycles that update your data automatically. Choose specific times for updates like morning reports or pre-meeting refreshes. The system handles timezone management and batch processing for multiple data sources simultaneously.
Step 2. Set up multiple data source automation.
Connect Records & Lists, Saved Searches, and Reports to update simultaneously without managing separate CSV files for each data source. This eliminates the version control issues and file organization problems that come with manual exports.
Step 3. Maintain manual override capability.
Use the on-demand refresh button for immediate data updates when you need current information outside the scheduled refresh times. This provides flexibility while maintaining the automated foundation.
Step 4. Monitor automated process reliability.
The system handles authentication renewal every 7 days and provides error notifications if connection issues occur. This eliminates the oversight and manual intervention required to maintain CSV workflows.
Transform reactive data management into automated infrastructure
Automated refresh eliminates manual work while ensuring data freshness and consistency. Your reporting becomes proactive rather than reactive, freeing time for analysis instead of data preparation. Automate your NetSuite data refresh today.
