I created an excel file with the 12 months as my worksheets. I am adding payment information as rows. But I want to add them based on the payment month. For example, if payment is in January, the row should be added in the January worksheet, all February payments should be added in February, etc.
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Hi
Good question.
I’d recommend using Airtable instead of Excel/GSheets.
This will reduce the logic complexity involved in the Zap configuration.
Airtable has Views, which are segments of data. (filter, sort, group, show/hide fields, reorder fields)
More about Views: https://support.airtable.com/docs/getting-started-with-airtable-views
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