I'll try to keep it short and sweet!
We have a macro-enabled worksheet that's used from the Desktop. It's stored in a OneDrive folder. It's used with Word templates to generate various documents.
I need to sync the data with our CRM. This is easily done with Zapier and works with most formats - except for .xlsm.
From what I gather from research, there might be a couple of potential ways to solve my problem.
What is the best way to go about this?
We have a macro-enabled worksheet that's used from the Desktop. It's stored in a OneDrive folder. It's used with Word templates to generate various documents.
I need to sync the data with our CRM. This is easily done with Zapier and works with most formats - except for .xlsm.
From what I gather from research, there might be a couple of potential ways to solve my problem.
- An API call out of Excel (to either a duplicated Excel online sheet, or maybe Google Sheets as a middle-man).
- Create a live duplicate of the sheet, that's in another format. I don't need the duplicate to be macro-enabled - I just need the data.
What is the best way to go about this?
Last edited by a moderator: