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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 access files on internal network drives due to security restrictions, there’s a superior alternative that achieves the same goal through database connections and automated cloud-based sync.
This approach provides better security, reliability, and data freshness than traditional file upload methods.
Use database connections instead of file uploads with Coefficient
CoefficientHubSpotoffers a superior alternative approach that achieves the same goal through database connections and cloud-based data sync. Instead of uploading Excel files, Coefficient connects to the data sources that populate your Excel files (typically SQL databases) and automatically syncs that data toon scheduled intervals.
How to make it work
Step 1. Connect to your underlying data sources.
If your Excel files pull from databases, connect Coefficient directly to those databases. This eliminates file corruption or access issues that can occur with network file sharing while providing more current data than periodic file uploads.
Step 2. Set up robust scheduling automation.
Configure scheduled data imports and exports ranging from hourly to monthly intervals. This can match or exceed your current Excel file update frequency while reducing IT overhead compared to setting up secure file transfer protocols.
Step 3. Configure cloud storage alternatives (if needed).
For scenarios requiring actual Excel files, consider moving them to cloud storage platforms like Google Drive or OneDrive where Coefficient can establish connections. This maintains accessibility while enabling automation.
Step 4. Replicate Excel data processing.
Use Coefficient’s SQL capabilities and formula features to replicate the data processing your Excel files perform. This approach often provides better performance and reliability than file-based methods.
Step 5. Monitor and maintain connections.
Set up automated alerts for successful data syncs and any connection issues. This provides better visibility than traditional file upload methods while maintaining data security through established database protocols.
Achieve better automation than file uploads
Start buildingThe database connection approach typically provides better performance, security, and reliability than traditional file upload methods while achieving the same business objective.your automated data pipeline today.
