Daily refresh and reconciliation of the syndicator portfolio

Your syndicator API feed posts new and changed records without a single list, causing duplicates and missing emails. Keep the master sheet reconciled so portfolio managers have accurate contacts each morning.

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Overview

When the central sheet drifts from the source API, your reports and outreach suffer from duplicates and missing contacts. This workflow consolidates daily syndicator updates into a single reconciled master so portfolio managers start each day with accurate contacts and status.