This is a paid bot, and its usage will be counted toward your plan's credits limit. For more information about credit usage, refer to this article.
General
Pre-fill your documents with data from Excel Spreadsheets. No need to transfer data stored in your Excel files manually, the Pre-fill from Excel spreadsheets bot does it for you.
Example: You need to generate an external Vendor report. You have some data about this vendor in your CRM object and some other data in an Excel spreadsheet that the vendor shared with you.
How to set up
When the bot runs by default:
The Pre-fill from Excel spreadsheets bot activates several times during one filling session when:
- a recipient switches between documents
- a recipient starts the signing process
- a recipient fills out a specific field in a document (requires additional condition settings).
Add the bot in the step settings by switching to the Bots tab. Then, select Add bot to step.
Search for the Pre-fill from Excel spreadsheets bot. Then, install the bot to your workflow by clicking the corresponding button.
Action settings:
In the Upload a file section, select the Excel file you want to pre-fill your document from. Then, select the spreadsheet you need to take data for pre-filling your document.
Select Continue to proceed.
In the Link and pre-fill data section, select a mode for pre-filling your document:
- selecting Single line allows for pre-filling single line fields
- selecting Table allows for populating table rows or arrays of data
Map your Excel spreadsheet column fields to document fields. To do so, begin by clicking Add column. Once the columns you intend to map have been selected, click Select.
After selecting the columns, the options on the right will automatically become active. Select the document and document fields that you want to pre-fill using data from the Excel spreadsheet.
Specify the criteria for finding the rows that you need. To do so, select the value in the sheet column first.
Once selected, the options on the right will automatically become active. Now you can select the corresponding value in the selected document that will be pre-filled.
Selecting the Pre-fill document with data from the Attachment request will allow for populating document fields with data from the file your recipients were requested to attach.
This should work as follows:
You create an Excel file with fields that your recipients should complete and send this file to them. Then, you need to upload the same Excel file in the bot settings. Map fields in the uploaded file to the fields in the Excel file that recipients are expected to attach.
Make sure that the Excel columns and data formats match in the Excel file you upload to the workflow and in the Excel file that your recipients should attach.
To enable the option of requesting attachments, you need to add the corresponding form to your workflow. For example, a document request form, a document placeholder form, or a web form with the Attachment request widget.
Conditions
Define conditions for the bot to activate exactly as you need. When not defined, the bot will activate according to the default triggers (when the document is opened by recipients to fill out).
Best practice: When the Attachment request option is enabled, ensure the Attachment request field is not empty.
Advanced settings
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.