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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 eliminates the need for re-exporting by maintaining a live connection that automatically updates your Excel COA index file when NetSuite accounts change, preserving formulas and formatting.
This approach ensures your COA index file is always current without any manual re-exporting, saving hours of maintenance time while maintaining single source of truth.
Maintain current COA index with automatic updates
The smart refresh system detects changes in NetSuite and updates only modified data while preserving your Excel formulas, conditional formatting, and reference integrity.
How to make it work
Step 1. Create your COA index master file.
Import COA using Records & Lists → Account and include all index fields: Account Number, Name, Type, Status, and Parent. Save this as your “COA Index Master” with all necessary reference fields.
Step 2. Configure change detection settings.
Enable scheduled refresh with daily updates recommended for COA changes. Set refresh time for before business hours and configure email notifications for refresh completion to monitor updates.
Step 3. Set up automatic update handling.
The system automatically includes new accounts in the next refresh, captures modified accounts with name changes and reclassifications, reflects inactivated accounts status immediately, and handles hierarchy changes with parent account modifications.
Step 4. Implement smart refresh features.
Configure incremental updates so only changed data refreshes, preserve Excel formulas so they remain intact, retain formatting with conditional formatting and styles preserved, and maintain reference integrity so VLOOKUP and INDEX-MATCH formulas continue working.
Eliminate manual COA maintenance forever
This approach provides no file versioning issues, eliminates human error in updates, maintains single source of truth, and preserves historical data with timestamps. Transform your COA index management today.
