Welcome to DataMateApp! This guide will help you quickly get started with the basic functions of integrating and managing your data using spreadsheets.
Step 1: Adding Data
Follow these steps to add data to your DataMate file:
Open your existing spreadsheet (Excel™, Google Sheets™, CSV, etc.).
Selet New File from the DataMate menu.
Copy the data or form you want to integrate.
Paste the data into cells A3:Q48 on the Input sheet of DataMate.
Repeat the paste operation on the View/Print sheet, starting at cell A3.
Select the DataMate App and click Refresh View.
Step 2: Setup the Log Table
Set up the log table to keep track of your data records:
Select the cell labeled Log 1 on the Input sheet, press =, and choose the cell with the unique ID label (e.g., Invoice No.). Press Enter
Select the cell below Log 1 Empty, press =, and choose the cell with the corresponding data. Press Enter.
Repeat this process for up to 12 fields as needed.
Step 3: Save, View, Print, and Update Your Data
Manage your data with the following actions:
To save data, press Save Data. This switches to the View/Print sheet.
To view a record, select it from the dropdown on the View/Print sheet.
To update a record, enter the new information on the Update sheet.
To print, go to File > Print and choose Print Current Selection.
Adding Contacts
Integrate your contacts into DataMate:
Export your Gmail™ contacts to an Outlook™ CSV file.
Open the CSV file and copy all contacts.
Paste them into the Contacts sheet at cell B1.
Use the Name dropdown on the Address sheet to copy and paste contact information into your form or spreadsheet. Video