I have looked through the forum but couldn’t find any posts with quite the same question - hopefully I didn’t overlook one! I’ll also admit, I’m new to the product so this may be a simple issue that I’m not grasping.
Situation:
- I have an excel file that that pulls data from multiple sources which is updated monthly.
- I was able to create a board by importing the file.
- I established automations on the board to sort the items into groups based on updated criteria.
- I was able to link the board to my reporting dashboard for tracking.
For my first attempt at pulling outside data in, the software is working well and as I hoped.
My question is: Is there a way to import the same excel file (retaining the same file path/file name) without having to remap the columns every time the file is updated?
Basically, I am hoping to drag my updated excel file each month and have it retain the column mapping to avoid any mapping errors and import the data more efficiently.
Thanks in advance for any tips or tricks you may have to share!