1.Monitors updated support worksheet rows
Integrate Microsoft Excel and spreadsheet workbooks to detect changed rows and map source reference fields to submission fields.
Add matching energy credit rows to master sheet
Automatically detect updated rows in Microsoft Excel support worksheets across spreadsheet data pipelines. Create and update master ledger rows when reference codes change, so you can keep records aligned without manual spreadsheet reconciliation.
How this automation keeps master records aligned
When support worksheet rows change, misaligned ledgers can cause reporting gaps and manual reconciliation work. This automation normalizes reference keys, finds the correct master row, and creates or updates master ledger entriesβso your team can trust aligned data.
Microsoft Excelor swap with your favorite app
2.Normalizes lookup key for matching
Integrate Formatter by Zapier and data transformation rules to normalize the lookup key so matching stays consistent across workbooks.
Formatter by Zapieror swap with your favorite app
3.Finds matching master row in ledger
Integrate Microsoft Excel and spreadsheet lookup tools to find the master workbook row using the normalized lookup value.
4.Creates or updates master ledger row
Integrate Microsoft Excel and spreadsheet record updates to add a new master row or update an existing one with mapped fields.
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Streamline spreadsheet workflows with automated row cleanup, file imports, and downstream updates
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