Good afternoon to all,
I respectfully request your expert advice.
I need to automate report creation and distribution (to a Sharefile.com folder).
To do so:
- I need to pull data from an Excel spreadsheet into existing items in a Podio App Into unique, money fields.
- My second step would be to create the report with Globiflow, PDF it, push it to Sharefile.
But, my main concern now is the first step: "how can I pull financial data from an Excel Spreadsheet to existing Items in a Podio App?"
Your advice is greatly appreciated.
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