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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.”
Weekly manual exports between NetSuite and HubSpot waste 2-3 hours every week and create opportunities for human error. Automated scheduling eliminates this repetitive task while providing more frequent data updates for better marketing campaign accuracy.
Here’s how to transform your weekly export burden into a set-and-forget automated process that maintains full control over data transformation.
Replace manual exports with automated NetSuite data connectivity using Coefficient
Coefficient directly eliminates weekly manual exports by providing automated NetSuite data connectivity with flexible scheduling options. Instead of spending hours each week extracting and formatting customer data, you get consistent automated refreshes that maintain data freshness without manual intervention.
How to make it work
Step 1. Configure OAuth connection to NetSuite for automated access.
Set up a one-time admin connection to your NetSuite environment using OAuth authentication. This secure connection handles all the complex API requirements automatically, eliminating the need to manually log in and export data each week.
Step 2. Create customer data imports using Records & Lists method.
Select exactly which NetSuite customer fields you need for HubSpot compatibility using the drag-and-drop interface. Choose from standard fields like name, email, and phone, plus any custom fields that contain marketing-relevant customer data.
Step 3. Apply filters to target specific customer segments or date ranges.
Set up filters to import only recently modified customers or specific segments, preventing unnecessary data processing. Use date filters to capture customers updated since your last sync, or segment filters to focus on specific customer types or regions.
Step 4. Schedule automated refreshes based on campaign frequency needs.
Configure daily or hourly automated refreshes that align with your marketing campaign schedule. This provides more frequent updates than weekly manual exports while eliminating the time spent on data extraction and formatting.
Step 5. Export refreshed data in HubSpot-compatible format.
Use the one-click export feature to generate HubSpot-ready CSV files whenever you need immediate data updates for urgent marketing campaigns. The consistent formatting ensures seamless HubSpot imports without manual data cleanup.
Automate your data workflow and reclaim your time
This automated approach transforms your weekly manual export burden into a reliable, hands-off process while providing better data freshness and consistency. Start automating your NetSuite to HubSpot data workflow today.
