The task I need help with is complicated to explain, but I'm going to do my best. My company uses the website Wrike to keep track of our client's projects. It allows us to essentially create a shared database with the status of each project, next steps, milestones, etc. It's great for assigning projects to team members, and for showing project status to clients in in-person meetings. However, it's not great for making printable reports. We have an excel template that we use for this purpose, but whenever we want to use it, we have to manually update it with all recent developments from Wrike. Wrike allows us to export our projects to excel, but these exports are not very sightly, and they have more information than we need. (It looks like a raw data file.)

I'm trying to figure out the best way to merge this data export with our template so that whenever we need to update our printable template, we can simply download the most recent data from Wrike and merge it into the template. I've got a moderate amount of experience with excel, but am new to using VBA, which I'm thinking may be the easiest way to streamline this process, going forward. Does anyone have suggestions for how I can manage this?