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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.”
Choosing between real-time and batch sync for NetSuite CRM data synchronization feels like picking between speed and stability. Real-time sync gives you current data but overwhelms API limits and creates sync loops.
But what if you didn’t have to choose? Here’s a hybrid approach that gives you the best of both worlds.
Get flexible sync timing without the complexity using Coefficient
Coefficient provides a hybrid approach that combines real-time access with batch processing reliability. Instead of forcing you to choose between real-time complexity or batch delays, you get multiple synchronization options that adapt to your team’s needs.
This eliminates the common problems with pure real-time sync like API throttling and infinite loops, while avoiding the data staleness issues of traditional batch processing.
How to make it work
Step 1. Set up on-demand real-time access.
Use manual refresh via the on-sheet button or sidebar to get immediate data updates when needed. This is perfect for sales teams who need current customer information during calls or meetings without the overhead of continuous real-time sync.
Step 2. Configure automated batch scheduling.
Schedule automated refreshes with hourly, daily, or weekly options to ensure consistent data updates. This respects NetSuite’s API rate limits (15 simultaneous RESTlet calls base limit, plus 10 per SuiteCloud Plus license) without overwhelming the system.
Step 3. Implement timezone-based scheduling.
Refresh tasks run based on the user who scheduled them, ensuring data updates align with business hours and regional requirements. This prevents the timing conflicts common in global CRM deployments.
Step 4. Add data validation rules through spreadsheet formulas.
Create automatic flags for data inconsistencies that provide better consistency management than complex bidirectional sync workflows. These validation rules catch problems before they impact your CRM operations.
Sync smarter, not harder
You don’t need to sacrifice reliability for speed or accept stale data for stability. This hybrid approach gives you control over when and how your data updates. Start building your flexible sync solution today.
