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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.”
Keeping customer data synchronized between NetSuite and Notion CRM tables usually means manual data entry or complex API development. But you can eliminate these data silos with automated customer data sync that keeps both systems current.
Here’s how to set up automated synchronization that maintains customer information consistency across your ERP and project management platforms.
Sync customer records automatically using Coefficient
Coefficient provides automated NetSuite sync capabilities that pull customer data with complete field control and filtering options. You can access all customer records, transaction data, and custom fields without manual data transfer.
How to make it work
Step 1. Import customer records with Records & Lists method.
Access all customer records with complete field selection control. Choose specific customer data like contact information, transaction history, and custom fields. Use drag-and-drop to reorder columns and preview the first 50 rows before importing.
Step 2. Apply customer filtering with AND/OR logic.
Filter customers by subsidiary, department, status, or custom criteria. Import customer lists based on existing NetSuite segmentation or create new filtering logic for specific Notion CRM requirements.
Step 3. Set up automated refresh scheduling.
Configure daily or weekly automated refresh to keep Notion CRM tables current with NetSuite customer changes. Add manual refresh buttons for immediate updates when customer data changes during sales processes.
Step 4. Transform data for Notion CRM structure.
Use drag-and-drop column reordering to match your Notion database schema. Apply custom field mapping to align NetSuite customer data with your CRM table structure and requirements.
Step 5. Export synchronized data to Notion.
Export customer data as CSV for direct import into Notion databases. Or copy-paste synchronized data for immediate CRM table updates. The system maintains data integrity during transfer.
Eliminate customer data silos between systems
This automated approach keeps your customer information consistent across NetSuite and Notion without requiring API expertise or ongoing technical maintenance. Start synchronizing your customer data today.
