Update data in Excel workpapers via the Onvio Office add-in

You can use the update feature via the Insert Variable panel to overwrite existing account data with new account data for the current contact.

Use the following steps to update account data in a new column.

  1. Open a Microsoft Excel workpaper that you've downloaded from the Binders tab in Onvio Workpapers via Onvio Link.
  2. Click the Variable variable button in the Onvio Office add-in ribbon.
  3. Select and copy data from one column and paste it into a new column.
  4. Select new variables for the contact from the Insert Variable panel.
  5. Click the Update button to overwrite the existing data in the column with the new data.

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