Help Centre › Building Processes
Merge all sheets from the current workbook into a destination workbook.
Runs on: macOS and Windows only.
Add it to a process
In the process designer, open the Add step tab. Find Merge workbooks under Excel › Workbook, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| Destination | Yes | Path to the target workbook. |
| Mode | No | How to handle sheets: append adds new sheets, replace overwrites sheets with the same name Choices: Append (add sheets), Replace (overwrite existing). Default: append. |
See all Excel steps.
Tips
- The destination workbook must already exist – create it first if needed
- Use Append mode when consolidating data from multiple source files in a loop
- Use Replace mode when refreshing a master workbook with updated data
- Sheet names must be unique in Excel – in Append mode, duplicate names may be auto-renamed