Get information from excel file

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locqn
Posts: 3
Joined: Jul 30th, ’18, 15:06

Post by locqn » Jul 30th, ’18, 15:15

Hello, we have an excel file with Column A is for customer ID, Column B is for Name, Column C is for Phone#. In Text Expander/ Sent we have %ID%, %Customer_Name%, and %Customer_ID%; do we have anyway just only need to enter a custom value of customer ID (such as %ID%), then it will look up on my excel file for this ID on Column A, then will enter the correspond values of my customer Name (column B) at %Customer_Name% and customer phone# (column C) at %Customer_Phone%. Thank you.
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Marko
Posts: 1730
Joined: Mar 2nd, ’13, 21:02

Post by Marko » Jul 30th, ’18, 21:22

It is certainly possible to achieve this but would require programming and more detailed analysis. Please contact our support mail for further discussion.
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