Stable-key check
Confirm a listing ID or another agreed key that does not change when the days-on-market field advances.
Weekly property spreadsheet merge
Keep every visit note attached to the right property.
A changing days-on-market value should not decide whether two rows are the same. This merge uses a stable listing key, carries prior notes forward and isolates uncertain keys for review.
2weekly input periods
1agreed stable listing key
1kmaximum current rows
0live-system access
The delivery
A repeatable weekly update, not a fragile one-off dedupe.
Note carry-forward
Bring the previous visit note onto the current row when the current export has no new note.
Current-note override
Use the new note when staff add an update, while keeping the prior note visible for audit.
Exception queue
Hold missing and duplicate IDs for review instead of guessing, dropping a row or attaching a note to the wrong property.
Refresh guide
Return the merged workbook, change log and short instructions for the next weekly update.
Owned synthetic proof
Inspect the workbook before sharing a real export.
The downloadable workbook uses fictional properties and staff notes. It contains no customer project, personal data, private account or production export.
Download the synthetic Excel proof ยท Read the stable-key merge control note
Included
One narrow weekly merge.
- One prior and one current authorized CSV/XLSX export
- One stable listing-key rule
- Up to 1,000 current rows
- Visit-note carry-forward and current-note override
- Exception queue, change log and refresh instructions
- One written correction round
Excluded
No live account or hidden automation.
- Property-site login, scraping, subscription access or browser automation
- CRM access, production writes, email sending or scheduling
- Macros, VBA or external links unless separately scoped
- Unredacted names, phone numbers, private owner details or confidential notes
- Property valuation, legal, compliance, tax or investment advice
- Government, public-institution or official-sector projects
Start with metadata
Describe the sheet shape, not the records.
The public form asks only for format, row-count band, stable-key availability and note behavior. Do not attach a workbook, paste addresses or reveal staff notes in the public issue.