The Automation feature in EasySheet Pro is a powerful tool that enables users to create, manage, and execute automation workflows for copying and transferring data between Excel sheets.

Notes
Automations are saved locally
Path: AppData\Local\EasySheetPro\EasySheetAuto
Supports .xlsx and .xlsm file formats
Every time an automation runs, a snapshot of the sheet is created to prevent data loss

Available Operations

Add new automations
Remove existing automations
Execute configured automations

Data Copy Modes

Copy All
Copies the entire column from a source file to a destination file Ideal for full data transfers

Copy If Matches
Copies data only if a match exists between columns Uses a lookup column to align data

Copy If More Recent
Transfers the most updated data Compares and replaces existing values

Copy If Value is Greater
Copies only data exceeding a predefined threshold Useful for filtering data based on numeric criteria

How to Use

Source File Selection
Choose from open Excel files or load a new file
Select specific sheets from which to copy data
Choose the columns to transfer

Destination Configuration
Select the destination file
Choose the receiving sheets
Map source columns to destination columns

Defining Conditions Select the copy mode
Configure any required parameters (lookup column, threshold, etc.)

Automation Management

Adding an Automation
Click the “Add Automation” button
Enter a name for the automation
Follow the guided configuration process

Removing an Automation
Select the automation from the list
Click the “Remove Automation” button
Confirm the deletion

Executing an Automation
Select the automation from the list
Click the “Execute” button
Wait for the process to complete

Snapshot & Restore
Before execution, EasySheet Pro automatically creates a snapshot of the destination sheet:
Saves the initial state of the sheet
Allows easy restoration of the previous version if needed

Practical Tips
Use descriptive names for your automations
Always verify column mapping
Use the preview option to confirm transfers

Troubleshooting\ If a source file is missing, you will be prompted to select a new one
Error messages will be displayed if issues occur
Always check file paths before execution