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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.”
Consolidating data from multiple systems into NetSuite requires complex file merging and manual consolidation. You can eliminate this complexity by connecting directly to multiple sources and merging data within a unified spreadsheet environment.
Here’s how to transform complex ETL processes into manageable spreadsheet workflows that automatically consolidate data from various sources.
Consolidate multiple data sources automatically using Coefficient
Coefficient excels at consolidating data from multiple systems into a unified format ready for NetSuite . Instead of managing separate file exports and manual consolidation, you can connect simultaneously to different data sources within a single spreadsheet and merge them using familiar functions.
The platform supports multiple simultaneous connections to different data sources, cross-system data joining using spreadsheet functions like VLOOKUP and INDEX/MATCH, and unified data model creation by importing related data from different systems into separate sheets.
How to make it work
Step 1. Connect to all your source systems.
Set up connections to each data source through Coefficient’s import methods. Connect to CRM systems, inventory databases, financial platforms, and other business applications from within the same spreadsheet.
Step 2. Import data into organized sheets or ranges.
Import relevant data from each source into separate sheets or ranges within your workbook. Use the drag-and-drop column reordering feature to organize fields consistently across sources for easier merging.
Step 3. Merge data using spreadsheet formulas.
Use VLOOKUP, INDEX/MATCH, or XLOOKUP functions to merge and relate data from different systems. Match customer IDs across systems, combine product information, or consolidate transaction data using familiar spreadsheet functions.
Step 4. Create a master consolidation sheet.
Build a master sheet with the consolidated view that matches NetSuite ‘s import requirements. Apply calculated fields that combine or transform data from multiple sources, and use automated deduplication to handle overlapping data.
Step 5. Schedule synchronized refreshes.
Set up all imports to refresh automatically on the same schedule, maintaining synchronization across sources. This ensures your consolidated import file stays current without manual intervention.
Transform complex ETL into simple spreadsheet workflows
Multi-source consolidation eliminates file management overhead while providing real-time visibility into your data pipeline status. You get scalable consolidation that handles large datasets with automated refresh capabilities. Start consolidating your data sources today.
