Excel to Business Plan Content Transfer

I need assistance with a very specific task: transposing customer list data from an existing Excel spreadsheet into a business plan. The format should arrange the data in a column arrangement within the business plan document.

Specific elements required from the customer list include:
- Telephone number
- Email
- Personal information

Ideal candidates for this project should have experience with:
- Excel spreadsheets
- Business plan designing
- Data transfer and organization
Let me know if you need any further information to complete this task.