Workbook Sync keeps your structured workbook data aligned with every external system. When pricing changes in Salesforce CPQ, the workbook knows. When an estimator approves a workbook row, Salesforce is updated. No manual exports. No stale data.
Different workflows need different sync behaviors. A takeoff workbook needs pricing pushed in from SAP on-demand. An RFP tracker needs approvals pushed back to Salesforce in real time. RenderDraw supports all four modes per sync connection.
When a workbook row is approved or updated, the change is pushed outbound to the connected system. Use this to update Salesforce quotes, create SAP purchase orders, or write approved line items back to SharePoint.
Trigger: row approval, column update, workflow completion
Pull current data from an external system into the workbook on demand or on a schedule. Use this to refresh pricing from SAP, pull updated account data from Salesforce CRM, or re-read a SharePoint Excel file.
Trigger: manual refresh, cron schedule, workflow step
Changes in either direction are reconciled. If the external system updates a field, the workbook row is updated. If an estimator overrides a workbook value, the external system is notified. Conflict resolution rules determine which value wins when both sides change simultaneously.
Best for: Salesforce Opportunity ↔ Workbook, SharePoint Excel ↔ Workbook
A webhook or platform event fires a sync instead of a timer. When a Salesforce Opportunity Stage changes to Proposal/Price Quote, immediately pull the latest pricing data. When a new RFI lands in Teams, immediately pull its metadata into the RFI tracking workbook.
Latency: typically <15 seconds from event to workbook update
In bidirectional sync, conflicts occur when both the workbook and the external system update the same field between two sync cycles. RenderDraw surfaces every conflict and lets you define per-column resolution rules.
The Workbook Sync audit log captures every event: pull, push, conflict, resolution, and error. You can filter by date, source, column, or user. Export to CSV for compliance reporting.
| Timestamp | Event | Source | Column | Status |
|---|---|---|---|---|
| 09:14:32 | Pull — Scheduled | SAP MARA | unit_cost (all rows) | 284 updated |
| 09:14:33 | Conflict Detected | SAP vs Workbook | unit_cost (row 47) | Queued for review |
| 09:22:11 | Push — Approval | Workbook | Salesforce CPQ Quote | Success |
| 09:45:00 | Pull — Event Trigger | Salesforce Opp | account_name, stage | 2 rows updated |
Pull list prices and product catalog on workflow start. Push approved quote line items back to Salesforce when the workbook is marked approved. Conflict resolution: Salesforce wins on pricing; workbook wins on quantities.
Read from a master Excel file in SharePoint on a schedule. Write back the approved rows as a new sheet in the same Excel file. All human edits to the SharePoint file are reflected in the workbook on the next pull cycle.
SAP is the authoritative pricing system. Pull material prices, lead times, and minimum order quantities from SAP MARA/MBEW tables. Refresh on a nightly schedule and on-demand before each workflow run. No writeback to SAP from workbooks.
Connect Salesforce, SAP, or SharePoint to a workbook in minutes. Every system stays current automatically.