Abstract: A computer-implemented method includes: allowing a user of a spreadsheet program to select a transaction from a list of transactions for a transaction management platform; creating a mapping sheet in a workbook of the spreadsheet program, the mapping sheet listing, in a first column, data fields associated with the selected transaction; receiving, in a second column of mapping sheet, references to cells of the workbook that correspond to the data fields in the first column; and using the mapping sheet to automatically update the data fields associated with the selected transaction with data values from the corresponding cells of the workbook in response to a user command.

Abstract: A computer-implemented method includes: allowing a user of a spreadsheet program to select a transaction from a list of transactions for a transaction management platform; creating a mapping sheet in a workbook of the spreadsheet program, the mapping sheet listing, in a first column, data fields associated with the selected transaction; receiving, in a second column of mapping sheet, references to cells of the workbook that correspond to the data fields in the first column; and using the mapping sheet to automatically update the data fields associated with the selected transaction with data values from the corresponding cells of the workbook in response to a user command.