Automatically Transfer Excel Data

Organizations who need to regularly transfer data between Excel workbooks can find it to be time-consuming and tedious. We are talking specifically about a transferring data from one Excel fileor workbookto another, meaning between separate Microsoft Excel files, or, workbooks, not tabs or sheets within the same file.

Transferring data automatically and ensures accuracy and cohesion amongst your files. By automating processes you can stop wasting time on tedious work and free up time in your work day for more important tasks. Many organizations don’t just have raw data, they have carefully formatted their spreadsheets. It is important to be able to preserve the source formatting of a file when doing a data transfer.

How do you get two Excel workbooks to talk to each other and transfer data?

It is possible to do this in a few different ways.

  1. Manually
  2. Using Sheetgo
  3. Using Power Query

We, of course, don’t recommend using manual labor to transfer data and keep spreadsheets up to date. This is time consuming, tedious, and leaves you vulnerable to human error. Not to mention, in this day and age organizations use real-time data to make important decisions. Having up-to-date, accurate spreadsheets is essential.

Today we are covering how to automatically transfer data from one Microsoft Excel file to another while preserving the original formatting of the source. We will cover Microsoft Power Query and the Google Sheets add-on called Sheetgo. Microsoft Power Query is sufficient for people who work with only Excel files, but this is rarely the case. Organizations who have a lot of moving parts work with various kinds of files. Sheetgo handles Excel, Sheets, and CSV files, and you can use it within Google Sheets or on the Sheetgo Webapp.

What is Sheetgo?

Sheetgo allows users without technical skills to easily transfer data between Excel files and maintain the original format. This is a really great way for an organization to update various departments by distributing data from a master spreadsheet. Or, for individuals to contribute to a large workbook.

With Sheetgo you can schedule automatic updates. Sheetgo provides the flexibility to allow you to do a one-time transfer, or schedule hourly, daily, weekly, or monthly updates. It’s up to you.

To transfer data between Excel files you will need to have them uploaded to your Google Drive.

Keep in mind you will need to own both Excel files within the Drive, or have permission from the owner of the source file to complete this process.

How to use Sheetgo:

Take these steps to use Sheetgo to transfer formatted data automatically within Microsoft Excel:

  1. Get the Sheetgo add-on. 
  2. Open Google Sheets and start Sheetgo
    Get Sheetgo
  3. Create a new connection by clicking the plus button in the sidebar on the right-hand side of your screen.Get Sheetgo
  4. Add a source file.Get Sheetgo5. At this stage, you can choose to add another file or update your settings. When you are ready to complete the transfer, click the check mark at the bottom of the sidebar.Get Sheetgo6. Sheetgo automatically creates a new sheet with your data imported and the formatting preserved!Automatically Transfer Excel Data Automatically Transfer Excel Data7. Now all you need to do is save the Sheet as an Excel file and you are finished!

 

Benefits of Sheetgo

This is a great option for users who are non-technical and want a fast and easy solution to consolidate data. There are some limitations though. With Sheetgo, you can only transfer entire spreadsheets into a new file, you cannot choose a single cell or a range of data to import.

Organizations with sensitive data may not want to share all parts of a master file with other departments or individuals within their organization. Or, they may only require specific pieces of information for analytics. Users should keep this in mind when planning how they store information in a workbook, and how they plan to share it.

The easiest way to transfer formatted data is using the Sheetgo add-on. Sheetgo allows users without technical skills to easily import and connect data. If simply transferring data from one sheet, Sheetgo can retain the formatting of the data.

Another option for users who want to work directly within Excel is to use Power Query. This is a Microsoft add-on that is somewhat similar to the Sheeto-go add-on. Although, it does have some limitations. Power Query is only available for Windows. Mac and Linux users will be unable to use it. Power Query also only works for users with specific, paid, Microsoft Office subscriptions.

This is why we recommend that users who want streamlined, automatic data transfers between their spreadsheets try Sheetgo. It is free and available for Microsoft users on all operating systems.