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NetSuite lacks native recurring reminder capabilities for external calendars, making customer milestone tracking a manual process that often leads to missed deadlines and forgotten check-ins.
Here’s how to create a live data connection between customer milestone dates and Google Calendar automation that ensures no critical customer milestone goes unnoticed.
Build milestone calendar sync using Coefficient
Coefficient provides an ideal solution for NetSuite milestone calendar sync by creating automated data flows that keep your calendar current with customer milestone information.
How to make it work
Step 1. Import milestone data from NetSuite.
Use Coefficient’s Records & Lists to import Customer records with milestone date fields, or create a custom import combining Customers with related Project or Contract records containing milestone information. Include contract renewals, project deadlines, review dates, and any custom milestone fields your team tracks.
Step 2. Set up automated data refresh.
Configure Coefficient to refresh milestone data on your chosen schedule, ensuring your calendar sync stays accurate as customer data changes in NetSuite. Daily refresh works well for most milestone tracking scenarios, while hourly refresh suits time-sensitive project environments.
Step 3. Create recurring logic in Google Sheets.
Build formulas that calculate recurring reminder dates based on milestone patterns. For example, quarterly business reviews generate reminders 30, 14, and 3 days before each review date. Annual renewals might trigger reminders at 90, 60, 30, and 7 days out.
Step 4. Implement calendar sync automation.
Use Google Apps Script to generate recurring Google Calendar events based on the imported milestone data. The script should create appropriate reminder schedules, include relevant customer and account team information, and automatically update when NetSuite milestone dates change.
Step 5. Handle milestone pattern variations.
Build logic for different types of milestones with varying reminder needs. Enterprise customers might need team preparation meetings before major milestones, while standard customers get simple individual reminders. Project milestones could trigger different reminder patterns than contract milestones.
Keep every customer milestone on track
This approach provides superior flexibility compared to NetSuite’s limited native calendar capabilities while maintaining dynamic synchronization between customer data and calendar reminders. Start building your automated milestone tracking system.
