Question

How to import order info from Printavo into Excel and replace when updated

  • 23 November 2021
  • 1 reply
  • 22 views

Hello All,

I am currently using a zap to import order information from Printavo into an excel spreadsheet whenever order information is changed.  Sometimes I will make multiple changes to the same invoice number and I would like to replace the old information with the new information based on having the same Invoice #.  I do not want to have multiple rows with the same invoice number.  Is this something that can be done with Formatter or do I need a VBA macro to perform such actions.  Thanks so much for your help!


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1 reply

Userlevel 7
Badge +14

Hi @rshenk3 

Try these Zap steps.

Steps

  1. Trigger: Printavo - Updated Quote/Invoice
  2. Action: Excel - Find Row
  3. Action: Excel - Update Row (map the Row ID from Step 2)