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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.”
Full dataset refreshes waste API calls and slow down dashboard updates. Incremental sync pulls only changed records, dramatically reducing API usage while maintaining data freshness.
Here’s how to configure incremental data sync that transforms resource-intensive full refreshes into efficient updates pulling only what’s changed.
Configure incremental sync using Coefficient
Coefficient enables incremental data sync through advanced filtering and SuiteQL query functionality. Instead of pulling entire datasets, you can filter for records modified since your last sync, reducing API calls by 70-90% while maintaining current data in Tableau.
How to make it work
Step 1. Set up date-based filtering with Records & Lists.
Use Coefficient’s filtering system to pull only records modified since your last sync. Apply filters using “Date Modified” > [Last Sync Date] with AND/OR logic to target exactly the data that’s changed.
Step 2. Write incremental SuiteQL queries for complex data.
Create custom SuiteQL queries with WHERE clauses for incremental pulls: SELECT * FROM transaction WHERE lastmodifieddate > ‘2024-01-01’. This handles complex joins and aggregations while maintaining the incremental approach within the 100K row limit.
Step 3. Configure automated incremental scheduling.
Set up hourly or daily automated refreshes that run your filtered imports. NetSuite data flows to NetSuite spreadsheets, then to Tableau, with each refresh pulling only changed records.
Step 4. Use Saved Searches with incremental criteria.
Import from existing NetSuite saved searches that include date-based criteria for incremental pulls. This preserves your complex NetSuite filtering logic while benefiting from Coefficient’s automated refresh scheduling.
Make hourly dashboard updates feasible
Incremental sync transforms resource-intensive full refreshes into efficient updates that make frequent Tableau dashboard updates practical. You get current data without overwhelming your NetSuite API limits. Start your incremental sync setup today.
