Knowledge Base
Creating an Excel Source
Browse Common Categories
- Using a Restriction
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Using a Relationship
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using an Odata Field Lookup
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up a Dynamics 365 Business Central Connection
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Using a Page Field Lookup
- Using a Page Key Field Lookup
- Setting up an Integration to Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Bulk Data Source
- Using an Activity Party
- Using an Entity Lookup
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Using an Entity Reference
- Using a MultiList Option Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
Creating an Excel Source
From the left side options column navigate to Data Sources > Bulk Sources > File.
- On the File Data Sources window click on the Create Bulk File button.
- On the New File Data Source window click on the Microsoft Excel icon.
- The Microsoft Excel Data Source window contains the following fields:
- Description – Allows the user to enter a description of the spreadsheet being imported.
- Select file at runtime – When this checkbox is marked, the uploaded file will be used as a template only and no data from it will be processed. The files chosen at runtime will need the same headers as the uploaded source file.
- Source File – Click on the Select File button to select the Excel file to be used as the data source.
- Excel Sheet – After the Source File is selected, the Excel Sheet field will become active. Use this field to select the worksheet in the Excel file to be used as the data source.
- Once all the fields have been populated, the Save button becomes active.
- Clicking on Save will save the data source and make the data source available to be selected when creating an Integration Process.
- After the Excel source has been saved, the Preview button will become active.
- Click on the Preview button will open a pop-up window that displays the first few records contained in the spreadsheet.
- Closing the Data Preview window and Excel Data Source window returns the user to the File Data Sources window where existing data sources can be edited or deleted by clicking on the respective icons.
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