Moving data from client report to my template

marikammm

Hi - I'm importing client data to a template and I am using INDEX and MATCH formula

=INDEX({Crane Range 6}, MATCH([Contra Firm / Sponsor Acct #]@row, {Crane Range 2}, 0))

This works well for one column at a time.

I want to capture multiple columns at once so I'm not copying first name, middle name, last name, street address, city, state, and zip as individual formulas.

How can I capture multiple columns at once to match and populate my template? And thanks for your help!

Andrée Starå

Hi @marikammm

I hope you're well and safe!

Can you maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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