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

You can use the update feature via the

Insert Variable

panel to replace existing account data with new account data for the current contact.

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

Open a Microsoft Excel workpaper that you've downloaded from the Binders
tab in Onvio Trial Balance via Onvio Link.

Select the Variable

button in the Onvio Office add-in ribbon.

Select and copy data from 1 column and paste it into a new column.

Select new variables for the contact from the

Insert Variable

panel.

Select the Update
button to replace the existing data in the column with the new data.