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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.”
Duplicate customer records are the silent killer of CRM data integrity. When syncing NetSuite customer data with CRM systems, traditional bidirectional sync often creates more problems than it solves.
Here’s a better approach that prevents duplicates at the source rather than trying to clean them up after they’ve already contaminated your CRM.
Stop duplicates before they sync using Coefficient
Instead of complex bidirectional sync that requires duplicate detection algorithms, Coefficient lets you access live NetSuite customer data directly in spreadsheets. You can implement sophisticated deduplication logic before any data reaches your CRM system.
The key is using NetSuite as your single source of truth while providing CRM teams with clean, deduplicated data through automated spreadsheet refreshes. This eliminates the sync conflicts that create duplicates in the first place.
How to make it work
Step 1. Import NetSuite customer data with key identifying fields.
Use Coefficient’s Records & Lists import method to pull all customer records including email, phone, and company name fields. Apply custom filtering with AND/OR logic to focus on active customers or specific segments that typically sync to your CRM.
Step 2. Create duplicate detection queries using SuiteQL.
Write custom queries that identify potential duplicates before they propagate to your CRM. For example: SELECT customer.companyname, customer.email, COUNT(*) as duplicate_count FROM customer GROUP BY customer.email HAVING COUNT(*) > 1. This shows you exactly which records have duplicate emails.
Step 3. Set up automated validation and refresh schedules.
Use the real-time data preview feature to validate data quality, then schedule hourly, daily, or weekly refreshes. This keeps your CRM teams working with current, deduplicated data without overwhelming NetSuite’s API limits.
Step 4. Apply spreadsheet-based deduplication rules.
Create conditional formatting and validation formulas that highlight inconsistencies or missing values. Use spreadsheet functions to merge duplicate records or flag them for manual review before sharing with your CRM team.
Keep your CRM clean with live NetSuite data
This approach prevents duplicate record creation at the source rather than trying to resolve conflicts after bidirectional sync operations fail. Start building your duplicate-free data pipeline today.
