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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.”
While you can’t directly schedule deal exports to shared network drives, you can use cloud-to-network synchronization tools to automatically copy updated spreadsheets to your network storage.
This approach gives you the benefits of live cloud data while maintaining network copies for backup and compliance requirements that many organizations need.
Available workarounds for network drive exports using Coefficient
Coefficientworks primarily with cloud-based spreadsheets (Google Sheets, Excel Online) rather than direct network drive exports, which limits its applicability for organizations requiring on-premises file storage. However, many organizations find that stakeholder access to live, always-current spreadsheets eliminates the need for scheduled file delivery while providing superior data accuracy and collaboration capabilities.
HubSpotFor direct network drive exports, native CRM scheduling or custom API solutions may be more appropriate. But consider whether live cloud access to current data fromprovides better value than scheduled static files on network drives.
How to make it work
Step 1. Set up cloud-to-network synchronization tools.
Use OneDrive or Google Drive sync applications to automatically copy updated spreadsheets to your shared network drives. These tools can monitor your cloud spreadsheets and sync changes to network locations automatically.
Step 2. Configure automated downloads to local/network storage.
Set up automated download scripts or tools that regularly pull the latest versions of your Coefficient-maintained spreadsheets to network storage. This creates scheduled copies while maintaining the live cloud version as your primary source.
Step 3. Use live cloud spreadsheets as the primary source.
Train your team to access the live cloud spreadsheet for current data while maintaining network copies for backup purposes. This ensures everyone works with the most current information while satisfying network storage requirements.
Step 4. Implement backup procedures for network copies.
Create regular backup procedures that save point-in-time copies of your deal data to network drives. While these won’t be as current as the live cloud version, they provide the network-based historical records some organizations require.
Consider live cloud access benefits
ExploreWhile direct network drive exports aren’t available, live cloud access to current deal data often provides better value than scheduled static files, eliminating version control issues and ensuring stakeholders always work with current information.cloud-based solutions that can work alongside your network storage requirements.
