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.

Figure: Excel Read Configuration screen

Excel Read Configuration screen


Good to Know

  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.

    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Document tab.

    Document tab
  3. On the Document tab, drag the Excel Read activity onto your process.

    Excel Read activity


  1. Complete the fields on the General Configuration screen.
  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 NameDefinition

    Field Mapping

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

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

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

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