Spreadsheet data entry automation brief Source system: Destination table: Business owner: Source record ID: Source version or change-order rule: Required fields: Field formats and timezone: New-record rule: Update rule: Fields owned by people: Formula/text handling: Duplicate rule: Concurrent writers: Uncertain-write recovery: Exception destination: Test records and expected outcomes: Success measure: From Automations For Business https://automationsforbusiness.com/blog/spreadsheet-data-entry-automation