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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.”
CoefficientExcel wasn’t designed for real-time data integration, and native solutions like Power Query require manual refresh while Power Automate has performance limitations.provides the most effective solution for achieving near-real-time synchronization without technical complexity.
You’ll learn how to create a dynamic Excel environment that stays synchronized with your operational applications through automated, high-frequency data updates.
Create near real-time sync with intelligent scheduling
Traditional real-time solutions can slow Excel performance, but Coefficient optimizes data transfer through cloud-based processing that minimizes impact on local Excel performance. The system handles multiple applications simultaneously while maintaining file responsiveness.
High-frequency updates combined with intelligent change detection create near real-time synchronization that meets most business requirements for data currency.
How to make it work
Step 1. Connect your applications through pre-built connectors.
Use Coefficient’s sidebar to authenticate with your operational applications. Connect CRMs like HubSpot and Salesforce, marketing platforms, databases, and custom applications through REST APIs using 50+ pre-built connectors.
Step 2. Configure high-frequency import schedules.
Set up automatic imports to run hourly or more frequently for near real-time sync. Configure different schedules for different data sources based on update frequency – hourly for dynamic data like sales activities, daily for more stable reference data.
Step 3. Set up multi-source coordination across sheets.
Sync data from multiple applications simultaneously to different sheets or ranges. For example, pull contact data from your CRM to one sheet while syncing campaign metrics from marketing platforms to another, all on coordinated schedules.
Step 4. Enable intelligent change detection and filtering.
Configure Coefficient to import only new or modified records to minimize processing time. Use dynamic filtering with up to 25 filters to sync only relevant data, reducing noise and improving performance.
Step 5. Implement automated formula handling and notifications.
Turn on Formula Auto Fill Down to ensure calculations update automatically with new data. Set up Slack or email alerts for sync completion or significant data changes, providing visibility without manual monitoring.
Transform Excel into an always-current operational dashboard
Start buildingThis approach maintains synchronization with operational applications while preserving Excel’s analytical capabilities for complex reporting and analysis.your real-time Excel sync today.
