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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.”
Segregating QuickBooks customer data by team in shared sheets eliminates the security risk of company-wide customer access while ensuring each team has the customer information they need. QuickBooks lacks team-based customer segmentation, but you can create it through filtered imports.
Here’s how to create team-specific customer data access that updates automatically and maintains data security across different teams.
Create team-based customer segregation using Coefficient
Coefficient provides robust capabilities for segregating QuickBooks customer data by team through its advanced filtering and import features. This overcomes QuickBooks’ limitation of company-wide customer access without team-based segmentation options.
How to make it work
Step 1. Configure team-based customer imports.
Use Coefficient’s “From Objects & Fields” method to import Customer data with filters applied based on Salesperson, Territory, Customer Type, or custom fields that identify team ownership. Each team gets their specific customer subset automatically. For example, filter customers by “Assigned Rep = John Smith” or “Territory = West Coast” to create team-specific customer lists.
Step 2. Include related transaction data.
Combine customer segmentation with related transaction data by importing Invoices, Payments, and Sales Receipts filtered by the same team criteria. This creates comprehensive customer portfolios for each team including complete transaction history, payment status, and sales performance for their assigned customers.
Step 3. Set up automated refresh scheduling.
Configure scheduled refreshes (daily or weekly) to ensure team-specific customer data stays synchronized with QuickBooks updates, including new customer assignments and data changes. Sales teams might need daily updates to see new leads, while account management teams could refresh weekly for relationship tracking.
Step 4. Leverage comprehensive customer fields.
Access all Customer object fields including contact information, billing addresses, payment terms, and custom fields to create complete team-specific customer profiles. This gives each team full customer context while maintaining data segregation from other teams’ customer information.
Step 5. Create team-specific workbooks with cross-reference filtering.
Establish separate Google Sheets for each team containing their filtered customer data, then use customer-based filtering to pull related transaction data that corresponds to each team’s customer assignments. This creates comprehensive customer relationship views that update automatically when customer assignments change in QuickBooks.
Secure customer data while enabling team access
Team-based customer data segregation provides secure access to relevant customer information while protecting sensitive data from unauthorized viewing. Each team gets complete customer context for their assignments with automatic updates. Implement your customer data segregation system today.
