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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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
