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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 provides comprehensive automated NetSuite data refresh capabilities that minimize manual intervention while working within NetSuite’s security requirements. You can schedule hourly, daily, or weekly refresh intervals to maintain current data without constant manual updates.
Here’s how to set up automatic NetSuite data refresh that reduces login frequency and keeps your Excel workbooks current with minimal effort.
Set up automated refresh with minimal login requirements
The automated refresh system works through Coefficient’s OAuth 2.0 authentication, which maintains secure connections to NetSuite while reducing login frequency. While NetSuite’s security policies require re-authentication every 7 days (this is a NetSuite limitation affecting all third-party integrations), Coefficient streamlines this process to minimize disruption to your automated workflows.
How to make it work
Step 1. Configure your NetSuite data import.
Set up your initial NetSuite connection through Coefficient and configure your data import using Records & Lists, Saved Searches, Reports, or other import methods. This establishes the foundation for automated refresh.
Step 2. Select your automatic refresh schedule.
Choose from hourly, daily, or weekly refresh intervals based on how current your data needs to be. The system will update your Excel data at the specified intervals without requiring manual triggers.
Step 3. Set up manual refresh options as backup.
Configure manual refresh capabilities through on-sheet buttons and sidebar controls. This gives you flexibility to pull immediate updates when needed for time-sensitive analysis, even between scheduled refreshes.
Step 4. Manage the weekly re-authentication requirement.
Plan for NetSuite’s 7-day re-authentication requirement by setting calendar reminders. Coefficient streamlines this process, but it’s still necessary due to NetSuite’s security policies.
Step 5. Test your automated refresh setup.
Verify that your scheduled refreshes are working correctly and that data updates are pulling fresh information from NetSuite at your specified intervals.
Keep your data current with minimal manual effort
Coefficient’s automated refresh functionality works across all NetSuite import methods, ensuring comprehensive data currency regardless of whether you’re pulling Records & Lists, Saved Searches, Reports, or custom queries. Start automating your NetSuite data refresh today.
