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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.”
NetSuite transaction data changes constantly, but manual exports break your pivot table references every time you refresh the data. You need real-time transaction sync that maintains pivot table functionality.
Here’s how to sync NetSuite transaction data automatically while preserving your pivot table configurations and calculations.
Enable real-time transaction sync with preserved pivot tables using Coefficient
Coefficient enables NetSuite transaction data real-time sync with automated refresh capabilities that maintain pivot table functionality. Unlike manual CSV imports that break pivot table data sources, the system refreshes data in-place while preserving existing configurations.
How to make it work
Step 1. Import comprehensive transaction data.
Access all NetSuite transaction types including Sales Orders, Invoices, Cash Sales, Purchase Orders, Bills, Vendor Payments, Journal Entries, Inventory Transactions, and Custom Transaction Types. The system supports up to 100,000 rows per query for large transaction datasets.
Step 2. Configure real-time sync scheduling.
Set scheduled refreshes for hourly, daily, or weekly updates to capture new transactions automatically. Use manual refresh via sidebar controls for immediate data updates when needed. The system updates transaction data in-place, so pivot table references remain intact across all refreshes.
Step 3. Build dynamic pivot table analysis.
Create pivot tables that automatically include additional transaction data as it’s imported without requiring range adjustments. Transaction relationships like customer-to-invoice and item-to-sales order remain intact, ensuring pivot table groupings and filters work correctly with refreshed data.
Step 4. Optimize for large transaction volumes.
Apply date range filtering during import to focus on relevant time periods and stay within API limits. Use subsidiary filtering to limit transaction imports to specific subsidiaries or departments for focused analysis. Import only necessary transaction fields to optimize processing speed and reduce data volume.
Transform static transaction reporting into dynamic intelligence
Real-time transaction sync with preserved pivot table functionality eliminates manual export workflows while maintaining your analytical configurations. Your transaction analysis stays current without rebuilding pivot tables after each refresh. Set up automated transaction pivot tables today.
