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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.”
Traditional CSV upload methods require manual re-uploading because they create static data snapshots that can’t refresh automatically. Every time your data changes, you’re back to square one with file uploads and manual processes.
Here’s how to eliminate re-uploads entirely by establishing live connections that refresh automatically on your schedule.
Set up automated refresh capabilities using Coefficient
Coefficient solves this through automated refresh capabilities by establishing live connections instead of static uploads. You get all the refresh functionality you need without touching another CSV file.
How to make it work
Step 1. Convert your CSV workflow to Google Sheets.
Upload your CSV data to Google Sheets and use this as your data source instead of local files. This single step transforms your static data into a refreshable source that Coefficient can connect to dynamically.
Step 2. Configure scheduled refreshes.
Set up automatic refresh intervals that match your data update needs. Choose from hourly options (1, 2, 4, or 8-hour intervals), daily refreshes at specific times, or weekly updates on selected days. The refresh occurs automatically by pulling updated data from your connected Salesforce or Salesforce source.
Step 3. Enable manual refresh options.
Add manual refresh buttons directly in your spreadsheet for immediate updates when you can’t wait for the next scheduled refresh. Use the “Refresh All” functionality to update multiple data streams simultaneously across your entire workbook.
Step 4. Configure timezone-based scheduling.
Set refresh times based on the timezone of the user who created the refresh task. This ensures your data updates at the right time for your team, regardless of where your data sources are located.
Maintain fresh data without manual work
This approach maintains data freshness without manual intervention, giving you the automated workflow that CSV uploads simply can’t provide. Your data stays current while you focus on analysis instead of file management. Start automating your data refreshes today.
