Append CSV files to stack historical data

by Jun 26, 2020

CSV files offer a simple and versatile way to gather, store and move data around your company, across departments and between software. When you’re working with large volumes of data and constantly changing values these files can quickly get expand and multiply. Did you know you can connect CSV files to a spreadsheet to create an automated workflow and append CSV data entries automatically?

An automated system enables you to

  • Save time on copy-pasting and manual work
  • Import CSV data to a spreadsheet automatically
  • Generate a historical data log
  • Track trends over time
  • Prepare data for automated dashboards and reports
  • Combine data from multiple software packages into a central master sheet

In other words, there’s no need to save old file versions or created copies of dated spreadsheets, as you get an automated historical record of changes to your data in one spreadsheet.

Append CSV to Excel

Step 1: Install Sheetgo

Install Sheetgo here.

Once inside the web application, click on +Create workflow and then Connect to create your CSV Append connection.

Step 2: Select CSV as your data source

Firstly, choose which file you want to extract or pull data from. In this case, we want to create a historical log of changes to a CSV file.

After that, find the CSV file inside your cloud storage solution. In this example, I am using my “Daily stock information” file.

Append CSV files source data

Step 3: Select your destination file

Click Continue to select your destination file.

This is the spreadsheet you want to send data to. A historical record of data entries will be created in this file. Choose an existing file from your cloud storage platform or let Sheetgo automatically create a new file for you.

Sheetgo will automatically create a new tab(sheet or worksheet) inside the spreadsheet. Data from the CSV file will be appended in this spreadsheet at regular intervals, generating a historical record automatically.

Append CSV files data destination

Step 4: Enable the Append setting

After choosing your destination file, scroll down to Settings.

Switch on the Append button to make sure Sheetgo registers any new data underneath previous entries in the file.

Append CSV files

Finally, click Finish and save. In this example, Sheetgo moves data from my CSV file to the newly created “Historic Stock” Excel file. New data is appended below previous entries to generate a historical log of the data.

Step 5: Automate the workflow

To automate data transfer, click Automate on the floating menu bar of your workflow.

Choose how often you want fresh data to be appended: hourly, daily, weekly, or monthly. Sheetgo will create new entries underneath your old data at a set time.

Remember to only schedule automatic updates as frequently as your data changes. If your data only changes once a day but you schedule hourly updates, you will see repeated (identical) data entries in the spreadsheet.

Append CSV files automatic updates

Automated data tracking

That’s how to append CSV files automatically with Sheetgo. Want to automate more of your time-consuming spreadsheet tasks? Learn how to filter Excel data from one workbook to the other.

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