Import Spreadsheet

This workflow activity is used to import an excel or CSV file into an object.

Purpose

Import data from spreadsheet.

Configuration

Setting

Description

Import ConfigurationConfiguration used to do spreadsheet import.
Import FileData file to import.

Parameters created

None.

Prerequisites when using this activity:

  • An existing  Import Spreadsheet configuration for the corresponding object must be available
  • The excel or CSV file must be in the Documents library
  • Dates should be formatted as ISO 8601 to avoid time zone ambiguity - see General Settings for time zone settings

This activity can be also used in conjunction with FTP fetch activity to retrieve a file.