Creating an Import Template

As a Finance & Accounting Specialist, we pull different reports such as an AP import file. Then we paste them into a raw data tab into a template file so that it is in a suitable format to import into our accounting software.

So I decided to create my own import template about Fruits and Vegetables.

The if statement is used to change if a cell in the raw tab is blank.

I use the xlookup to return the Category and AP code. I include an iferror so that it leaves a blank cell if the food is not recognized from the Legend tab.

I also changed the date format on the output tab.

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