Template · Combine · Opening soon
Merge monthly Excel or CSV files automatically, as they arrive
Add each month's file to one table and the template keeps it tidy: rows a re-sent file repeats are dropped, and every row gets its period. The merged table is current after every new file.
You bring
Your files186 rows
Mammoth does the work
You get
One table180 rows
One tidy table with every file's rows, re-sent rows dropped, and a Period column.
Your columnsPeriod
- Not a spreadsheet to fill inIt is a ready-made workflow in Mammoth. You bring the files, and it does the work.
- Your files, as they areUpload a file or connect a source. Your column names do not have to match.
- Runs again by itselfWhen new data arrives, every step runs again and the result updates.
What you get back
The real result of this template, run on sample data.
Merge Excel or CSV files: the resultSample data180 rows
| Date | Region | Product | Units | Revenue | Period |
|---|---|---|---|---|---|
| 2026-05-08 | North | Plus | 33 | 1,369.88 | 2026-05-01 |
| 2026-08-20 | North | Basic | 36 | 1,204.01 | 2026-08-01 |
| 2026-07-09 | West | Basic | 33 | 630.51 | 2026-07-01 |
| 2026-07-28 | North | Plus | 13 | 410.73 | 2026-07-01 |
| 2026-10-16 | West | Pro | 22 | 1,213.58 | 2026-10-01 |
| 2026-08-28 | West | Plus | 4 | 163.08 | 2026-08-01 |
| 2026-07-25 | East | Plus | 25 | 984.99 | 2026-07-01 |
| 2026-08-18 | East | Pro | 22 | 1,199.68 | 2026-08-01 |
How do I merge Excel files that arrive every month?
Keep one table and add each new file to it. Files with the same column names stack, in any column order. In Mammoth the template then drops rows a re-sent file repeats and labels each row with its period, so the merged table is always current.
- One-off merge? Use the free Excel merge tool
- Only CSV files? Use the free CSV merge tool
How it works
How to use the merge Excel or CSV files template
- 1Bring your dataConnect a source, or upload a file.
- 2Check the columnsMammoth matches each column the template needs and asks only when it is unsure.
- 3Choose where it goesA table, a sheet, or a dashboard. It rebuilds on every refresh.
See the exact columns and steps ›
What it needs
A table you add each new file to (same columns every time)
Your files
- Row date(optional)
The steps it runs
- 1Match columns
- 2Drop rows a re-sent file repeated
Every step is an ordinary Mammoth step you can open and change.
Merge Excel or CSV files: questions
Do the files need exactly the same columns?
The same names, in any order. A new column in a later file is added, and rows from earlier files leave it empty.
Does it update by itself?
Yes. The template becomes an ordinary workflow in Mammoth. When your data refreshes, from a connector, a scheduled pull or a new file, every step runs again and the result table updates.
Can I change the steps?
Every step is an ordinary Mammoth step you can open and edit. Mammoth remembers which steps came from the template, so an update never overwrites your changes.
Do my column names have to match?
No. You point the template at your columns once. Mammoth suggests a match for each one and asks only when it is unsure.
Get early access to this template
Bring your data, check the columns, and the result rebuilds on every refresh.