Excel: Copy data from one spreadsheet to another

🕙  2 minute read

Use this action to take data from one spreadsheet and append it to another spreadsheet.

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Use case

You can use this action to transfer data from one spreadsheet to another. A common use for this action is adding all the rows from one spreadsheet to another.

To transfer Excel data to a table instead, you can use the Excel: Save spreadsheet to table action.

How to configure this action

This action will copy all row and column data below the inbound spreadsheet starting row. The master and inbound spreadsheets do not need to have matching columns; it is as if the data is copy and pasted into the master spreadsheet.

Fields for this action

  • Master spreadsheet file

    • This is the spreadsheet you want to copy data to. Use a field reference to a file uploaded in a prior task or instance.
      • .xlsx, .xls, .xlsm, and .csv are supported.
  • Master sheet

    • The worksheet name or number in the master spreadsheet to insert data into. Enter a number to select by worksheet order. If the sheet does not exist, it will be created.
  • Cell to begin copying into

    • Data from the inbound sheet will be copied into the master sheet, starting here. For example, A3, K1, or AA1.
      • If blank, defaults to first column and first empty row of the master sheet.
  • Inbound spreadsheet file

    • This is the spreadsheet you want to insert into the master spreadsheet. Use a field reference to a file uploaded in a prior task or instance.
      • .xlsx, .xls, .xlsm, and .csv are supported.
  • Inbound sheet

    • The worksheet name or number in the inbound spreadsheet to copy data from. Enter a number to select by worksheet order.
  • Inbound sheet starting row

    • Choose the number of the row in the inbound spreadsheet to start copying data.
      • For example: if the inbound spreadsheet has a header row in row 1, and you select row “1”, the header row is copied over, and if you select row “2”, just the data below the header is copied.
  • Use master sheet formatting

    • Choose whether the new, copied data should retain its original formatting, or take on the formatting of the master spreadsheet. Formatting includes font size, color, cell color, etc.
      • If True, formatting on the master sheet will be retained when data is copied in.
      • If False, formatting from the inbound sheet will be used for copied data. This parameter is ignored if the inbound file is a CSV file
  • Output field name

    • The name of the field in which the result should be saved. The name you specify will become the output field name for the action.

What will this output?

The name of the output field for this action will be the Output field name defined during configuration.

Output fields for this action

  • Output field name

    • The updated master .xlsx file with inbound data added.

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