Merge & Consolidate Multiple Sheets into One Master Tab

The Consolidate / Merge workflow enables you to combine dozens of regional tabs, departmental sheets, or vendor exports into a unified master report.

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Key Capabilities

• Heterogeneous Formats: Combine Google Sheets, Excel (.xlsx), and .csv files within the same sync rule.
• Smart Schema Alignment:
  • By Header Name: Matches columns across files even if they appear in different orders or have minor naming variations.
  • By Column Position: Stacks data based on column letters (A, B, C…) regardless of header text.
• Injected Traceability Columns: Automatically appends metadata columns so your team knows the origin of every row:
  • _Source_File — Filename of the source document.
  • _Source_Tab — Exact tab name from which the row originated.
  • _Synced_At — ISO timestamp when the row was extracted and written.

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Step-by-Step Configuration

1. Open the wizard and select Merge / Consolidate.
2. Click Add Sources to select multiple sheets or tabs.
3. Choose your alignment strategy (Header Name or Position).
4. Select your destination tab and run the sync.