Microsoft Excel + Fieldnotes
Update or add Fieldnotes contacts each time a new row is added in Microsoft Excel
Easily streamline your contact management process with this efficient workflow. When a new row is added in your Microsoft Excel, Fieldnotes will be instantly updated or a new contact will be added, keeping your records up-to-date and accurate. No need for manual data entry, this automatic procedure ensures all your Fieldnotes contacts mirror your information stored in Excel, allowing for better relationship management.
Easily streamline your contact management process with this efficient workflow. When a new row is added in your Microsoft Excel, Fieldnotes will be instantly updated or a new contact will be added, keeping your records up-to-date and accurate. No need for manual data entry, this automatic procedure ensures all your Fieldnotes contacts mirror your information stored in Excel, allowing for better relationship management.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
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Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
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Storage Source
Folder
WorkbookRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
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