Read Data from an Excel File

To read data from a Microsoft Excel template, and then store the values in variables that can be used in the process, ​do the procedure in this topic.


Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Document Document icon tab.
      2. On the Document Document icon tab, drag the Excel Read Excel Read icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.


  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Design Time Repository Design Time Repository icon.
  3. On the Source Repository screen, select the data source for your design time template.
  4. Click Run Time Repository Run Time Repository icon.
  5. On the Runtime Repository screen, select the data source for your runtime template.
  6. Click Excel Read Configuration Excel Read Configuration icon.
  7. Complete this field.
    Field Name Definition

    Field Mapping

    Specifies the connection from the Microsoft Excel columns response parameter to your schema.
    Accepted Values:
    Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

    Use this screen to connect the response to the data model for your process.

    Default Value:
  8. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.