You can include Merge Fields in a Template for Excel to bring in content from Xero Practice Manager and from FYI. These are added to the Excel spreadsheet that will be used as the template, for example, to include the "Company Name", "Manager", etc.
For general information on creating and updating Templates in FYI, refer to Legacy Creating Templates for Word, Excel or PowerPoint.
Templates can only be set up and maintained by an FYI administrator, or by a user who is in a User Group that has Administer Templates enabled (refer to Managing User Groups).
Adding the Merge Fields to the Excel File
Create or locate the Excel file that contains all the images and text that will be brought into a spreadsheet when it is created in FYI.
Add the Merge Fields as required.
As there is no way to directly add merge fields to external sources in Excel, you need to copy Merge Fields from the FYI Email Template function and paste these into the Excel file. Refer to Legacy Creating Email Templates and including Merge Fields.
- In Practice Settings >Documents > Templates, click Add Email Template,
- Click to select a Merge Field you want to include in the Spreadsheet template.
The Merge Field is added to the body of the Email Template.
- Select and copy the code for the Merge Field (Ctrl+C).
Make sure you include the curly brackets.
Make sure there is a space after the opening curly brackets and before the closing curly brackets,
- In the Excel file, paste the code.
- Repeat for all the Merge Fields you want to include. You can apply formatting and include other text as required.
Creating the Spreadsheet Template in FYI
When you have prepared the spreadsheet to use, you create the Excel Template in FYI, and choose the Excel file (refer to Legacy Creating Templates for Word, Excel or PowerPoint).
When you are creating or updating a Spreadsheet template with Merge Fields, you also need to click Include Merge Fields.
You can add 'today's date' to a spreadsheet via an Excel template using the Excel TODAY function. Note that when the spreadsheet is reopened it will reset the date to the current date whenever the spreadsheet is opened or downloaded.
- Excel TODAY function.
Using the Excel =TODAY() function will add 'today's date' when the spreadsheet is created from the template, but it will reset the date to the current date whenever the spreadsheet is opened or downloaded.