Morningstar AdviserLogic + Google Sheets
Add entities to AdviserLogic from new or updated Google Sheets rows
Instead of wasting time manually transferring entities from a spreadsheet, use this Zapier automation. Once set up, whenever you update or add a new row to a Google Sheets spreadsheet, Zapier will automatically create or update an entity in AdviserLogic automatically.
Instead of wasting time manually transferring entities from a spreadsheet, use this Zapier automation. Once set up, whenever you update or add a new row to a Google Sheets spreadsheet, Zapier will automatically create or update an entity in AdviserLogic automatically.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create or Update Entity
Updates the existing entity, otherwise creates a new entity.
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About Morningstar AdviserLogic
Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
