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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.”
Setting up automated, scheduled data refreshes from your CRM, ERP, and other business systems eliminates manual exports forever and ensures your analysis always uses current, live data.
Here’s how to configure automatic data updates that run on your schedule, keeping spreadsheets and BI tools synchronized with your business systems without any manual work.
Configure automated business system data refreshes using Coefficient
Coefficient connects over 70 business systems including Salesforce, HubSpot, NetSuite, QuickBooks, and major databases directly to spreadsheets. Once connected, you can schedule automatic refreshes that run on your timeline.
How to make it work
Step 1. Connect your business systems to spreadsheets.
Install Coefficient and connect your CRM (Salesforce, HubSpot, Pipedrive), ERP (NetSuite, SAP via database), financial systems (QuickBooks, Xero), or databases (MySQL, PostgreSQL, Snowflake). Import the specific data you need with custom field selection and filtering.
Step 2. Configure your automated refresh schedule.
Set up flexible scheduling options based on your data needs. Choose hourly refreshes (every 1, 2, 4, or 8 hours) for critical sales metrics, daily refreshes at specific times for morning reports, or weekly refreshes for periodic analysis. All schedules run in your timezone automatically.
Step 3. Set up advanced automation features.
Use Append New Data to add new records without overwriting historical information. Enable Formula Auto Fill Down to automatically apply calculations to new rows during refresh. Configure Slack or email alerts to notify you when data refreshes or when specific conditions are met.
Step 4. Create automated reporting workflows.
Build workflows where your CRM data refreshes at 6:00 AM, financial data updates at 6:15 AM, calculated metrics update automatically, and your team receives alerts with key metrics by 7:00 AM. All data is ready for morning standups without manual intervention.
Stop wasting time on manual data exports
Automated data refreshes save 5-10 hours weekly while ensuring decisions are based on current information. Transform your manual data processes into fully automated, accurate workflows. Start automating your business data today.
