Noob question about the posibillity of merging one excel into another

Beginner Questions
1

:bullseye: What is your goal?

Hi everyone!
Complete noob here hoping someone can help! I work as an assistant buyer and one tedious task at work is dealing with supplier excels with product data. I have to manually copy and paste all this data into my own excel file which I then upload to the ERP to create the order in our system. So to my question, can Make automate this so that I won’t have to do this manually?

3

Hi @David_Rinhammar,

yes, this type of process can be automated with Make.com. The platform can read data from your supplier Excel files, map each field to your own Excel template, and then generate a final file that is ready for upload to your ERP system. This can run automatically each time a new file arrives, which removes the need for manual copying and pasting.

Before setting it up, you will need to ensure that the supplier files follow a consistent structure and that your ERP import uses a fixed format. It is also important to store the files in a cloud location such as OneDrive, SharePoint, or Google Drive, because Make.com cannot access files that are saved only on a local computer.

If these conditions are met, Make.com can significantly reduce the time spent on this task.

4

Yes this is definitely possible. Here is how a basic setup would look:

  1. Store your supplier Excel files in Google Drive or OneDrive (Make needs cloud access)

  2. Create a scenario with these modules:

  • Google Drive or OneDrive trigger to watch for new files
  • Microsoft Excel or Google Sheets module to read the rows from supplier file
  • Another Excel/Sheets module to add rows to your master file
  1. Map the columns from the supplier file to match your template format

The scenario can run automatically whenever a new supplier file lands in your folder. No more copy paste.

If your ERP has an API or accepts CSV imports, you could even skip the middle Excel file and push data directly to the ERP from Make.

Start with the free Make plan to test it out. The Excel modules are straightforward once you connect your cloud storage.