combine 3 fields into a birthdate

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My xls output from POS software has separate columns for Month and Day. I would like to use automation to send an email to everybody that has a birthday, 1 week before their birthday. I can't find a way to  use data from the 2 separate fields to trigger a "date" workflow. Any ideas?
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Safeside Tactical - 00023624-0000

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Posted 2 years ago

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Grey Stepp, Support Team Manager

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Hi there!  That's a really good question!  You wouldn't be able to do this within Emma, but I do believe you can do this in Excel.

I found this video on YouTube that shows how to do that in Excel:

One thing I would point out is that, after following the instructions in this video, you will want to save the sheet as a CSV file.  Saved as an XLS file, those fields will actually contain the FORMULA used to create the date.  When you save it as a CSV file, it will "print" those values to the field, which is what you want to import into Emma. 

Let me know if you have any questions on this!

- Grey