What the connection brings
Bring spreadsheet-based commercial data into a shared pricing workspace. The scope to review includes companies, contacts, products, orders, deals, quotes and usage data.
Pricing questions to explore
How do the customer and product records in our spreadsheets relate to the model we want to change? What data is missing before we can compare scenarios?
How we get started
Start with the relevant sheets, headers and stable identifiers. Review consistency and mappings before importing; a spreadsheet connection does not resolve missing or ambiguous source data.
What to confirm
Mondrio’s on-demand experts help agree the data scope, permissions, mappings and update process with your team. Check that the relevant records arrive with the right values before using them for pricing decisions.