I work in insurance and manage policy data across 6 Excel files stored on OneDrive:
- 1 Master file (my own file - 114 columns, clean single header row at row 1, fully editable)
- 5 destination files - these are official submission forms provided by insurance companies
I currently fill every form manually by retyping data from my Master file into each form one by one. This is very time consuming and I want to automate it.
What I Want to Achieve:
When I trigger the automation (manually, once a day is fine - no need for scheduling):
- Read my Master file and find all rows where the “Synced” column is empty
- For each unsynced row, push the data to all 5 destination files
- After successfully writing, mark that row in Master as Synced = “Yes” and write today’s date in a “Sync Date” column
The Complications I’ve Run Into
This is where I’m stuck and need your advice:
1. Merged cells
Several forms have merged cells in the top rows for titles and section headers. The actual column headers I need are at:
- file 1: row 9
- file 2: row 4
- Others: row 1 or 2
2. Different column names across files
Every file uses different column names for the same data.
3. Dropdown mismatches
Some fields use dropdowns with different values. For example, my Master file stores “Married” but other form dropdown only accepts “M”. I need value conversion/mapping as part of the automation.
4. Excel Online only
I’m on a Mac and only have access to Excel Online on browser.
My Questions
- Can n8n handle writing data into Excel files with merged cells on OneDrive?
- If not directly, is there a workaround?
- How would you approach the column name mapping and value conversion (e.g. “Married” → “M”) for 114 columns across 5 different files?
- Is there a better tool you’d recommend for this specific situation?
Any advice, workarounds are very welcome. Thank you so much!