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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.”
Coefficient enables real-time NetSuite customer data display in Google Sheets through its no-code Records & Lists import method, eliminating any programming requirements.
Here’s your step-by-step guide to setting up live customer data that updates automatically without touching a single line of code.
Live customer data without programming complexity
NetSuite’s native customer data access is limited to static exports or complex SuiteScript development. Coefficient provides essential live customer data visualization that updates on your schedule.
How to make it work
Step 1. Select Customer Records from the import options.
Choose “Customer” from Coefficient’s Records & Lists import options. The interface automatically detects all available customer fields including custom fields specific to your NetSuite setup.
Step 2. Configure field selection and filtering.
Drag and drop customer fields you need like Name, Email, Status, and Custom Fields. Apply visual filtering to display specific customer segments such as Active customers, by subsidiary, or date ranges.
Step 3. Set up automated refresh scheduling.
Configure hourly or daily updates for near real-time data synchronization. Add manual refresh capability via on-sheet button for immediate updates when needed.
Step 4. Leverage advanced customer data capabilities.
Import NetSuite custom customer fields, apply subsidiary filtering for specific departments, track customer lifecycle stages and status changes, and pull complete contact details and communication preferences.
Transform your customer data visibility
This solution provides superior customer visibility compared to NetSuite’s native reporting, enabling dynamic customer analysis within the familiar Google Sheets environment. Start displaying your real-time NetSuite customer data today.
