Excel - Creating an easy link to update my template

Microsoft Excel
#1

:wave:

I have set up an Excel template (previously using Google Sheets). At present when I go to my Tiller Dashboard the template is there however there is no “open” button. I am told by Tiller that this is not an option. So I open the template in Excel and then I have to go to data menu option and then hit Tiller Money feeds and then fill. Does anyone have a solution that will enable me to populate my template more seamlessly?

Henry

#2

Hi @henryb, thanks for your question here and feedback that the fill process is not seamless.

Right now, the workflow you’re using is the best workflow we can offer, but we’ll keep this feedback for future updates and improvements.

#3