Please follow these processes to update the Transaction Invoice Agent Lookup Excel Workbook.
The Excel file is called TransactionInvoiceAgentLookup.xlsx and is located in [insert location].
Update Weekly:
- Download latest list of members from HubSpot
Update Daily:
Update List of Invoiced Transactions
- Grasp sends a daily update file of all transactions for the past 24 months.
- Save daily Grasp file from email
- Open daily Grasp file in Excel
- Open TransactionInvoiceAgentLookup.xlsx
- Update Master tab with daily Grasp file
- Video Instructions Part 1: https://www.loom.com/share/c5dcf45252f145c39cf46fa0cab1ab72
- Video Instructions Part 2: https://www.loom.com/share/4dce442284cc4777a52f6e6766a7e87c
Performing an Email Lookup Based on Confirmation Number
Update List of Invoiced Transactions
- Open TransactionInvoiceAgentLookup.xlsx
- Go to Search tab
- Type confirmation number into search box
- Copy email address from column k in the results section
- Video example: https://www.loom.com/share/a0706882b41e4a0eb9988363c9e01b55