Pre-fill from Excel Spreadsheet

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2098 students
15 minutes
Working with spreadsheets shouldn’t involve micromanagement. Simplify your most complex operations in Excel spreadsheets by automatically routing data to your document workflows.
Pre-fill from Excel Spreadsheet

About this course

This course walks you through the entire process of making smooth transitions between large amounts of data in spreadsheets and your documents. You’ll learn how to reduce errors and the amount of time spent on copying information from spreadsheets to document workflows you’re running.

By the end of this course, you'll be able to automatically route data between Excel spreadsheets and documents without hassle, like duplicating data or switching accounts.

What’s included?

lessons to explain how to transfer data from Excel spreadsheets to documents
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills

What will you learn?

How to automatically move data from documents to Excel spreadsheets
How to decide when documents should be automatically populated
How to easily find the completed documents you need

Who is this course for?

Anyone interested in boosting their operations in Excel spreadsheets
Anyone looking for better ways to transfer data from Excel
Those who want to advance their career with new skills

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What our students say


Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.


Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.


Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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airSlate’s innovative course on how to import data from Excel spreadsheet to a form automatically simplifies everything

They say demand drives innovation. A dozen or so years ago automation was developed to address particular issues related to business processes. Due to the fact automation helps its users reap massive benefits have led to its huge growth and popularity. Every year it continues to develop and expand into new areas. This expansion is bringing fresh sophisticated solutions to manual and repetitive procedures in every industry. Regardless of what your business does, it can still benefit from an enhanced document workflow. This article illustrates how configuring airSlate’s Export Data From Excel Bot can save your business a lot of time and hassle.

Manual data export from Excel sheet vs automatic data export

Imagine a company of 200 employees that get regular monthly salaries. To prepare invoices, accountants need to create new templates, name them and insert employee names and amounts by hand. Not only is this time-consuming but it also leads to errors resulting in a number of issues and sometimes conflicts.

What if invoices were generated automatically with correctly pre-filled data? It’s very possible with the Pre-fill from Excel Spreadsheet Bot. It automatically pre-fills a document with information from a connected Excel sheet. What takes hours of manual work, the Bot accomplishes in minutes.

Key advantages of the Pre-fill from Excel Spreadsheet Bot:
  1. Saved time
  2. Reduced costs
  3. Fewer human errors and higher accuracy
  4. Increased productivity
  5. Improved process efficiency
  6. Fewer bottlenecks
  7. 24/7 operation
  8. Enhanced compliance and court-admissible Audit trail

Just one automation Bot to auto fill data from Excel spreadsheet is enough to improve your company’s performance and contribute to business growth.

Data import from Excel: improve overall efficiency

Having a Pre-fill from Excel Bot is an integral part of any automated workflow. airSlate is a robust DPA tool that empowers your team to automate business processes without the need to code. airSlate features over 25 configurable Bots that help automate Flows of any complexity and integrate them with other platforms, e.g, CRM/ERP systems. In lamens’ terms, Bots are easy-to-configure microprograms that smooth and speed up workflows, while eliminating human-prone errors.

Let’s take the example of invoices again and see what other Bots can be applied to help the staff manage the process:
  1. The Export Data Bot to keep a monthly record of invoices.
  2. The Reminder Bot to remind employees to sign their invoices.
  3. The Notification Bot to inform accountants when employees successfully e-sign.
  4. The Storage Bot to keep all the documents stored and organized.

If you configure the Bots mentioned above, airSlate will automatically create invoices, pre-fill them, send to employees, remind them to sign, notify you once they are signed, post-fill the spreadsheets with monthly salary records and archive the documents. All you have to do is keep a track of the process. And even that’s simplified with a comprehensive Dashboard.

The Pre-fill from Excel Spreadsheet Bot can be used in many industries and departments. For instance, to generate invitations, greetings, contracts, contact information, etc., and of course, automatically fill documents from Excel sheets.

What you get from the airSlate Academy’s course on how to export data from Excel spreadsheet

Although many companies realize that for business growth automation is inevitable, they’re still reluctant to give it a try. This is because the idea of new tools and processes brings uncertainty. Their main concerns are the challenges faced by team members when mastering a new tool and the time it takes to learn the basics. Most solutions address those issues by providing their customers with boring manuals. However, airSlate has gone farther and developed a series of courses to help new users get acquainted with airSlate tools in an entertaining and engaging way.

The Pre-fill From Excel Spreadsheet Bot course provides clear text and video instructions on how to configure the Bot to automatically import data from Excel sheet to a template. Users can complete the course at their own pace.

For its multi-functionality, airSlate is the go-to for thousands of companies, including Xerox, Colliers International, AMGEN, and others. Choose airSlate and start your free trial now!

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Dealing with a colossal amount of data and calculations in Excel spreadsheets can be a tedious and time-consuming task. This is where automation tools come in handy. You can automate Excel spreadsheets using different programming languages that require a steep learning curve or turn to no-code solutions like airSlate WorkFlow for help. Doing so will allow you to autofill PDF from Excel or populate the needed fields in any other documents in minutes.

The Pre-fill from Excel spreadsheets bot was designed by airSlate WorkFlow to help businesses and organizations that deal with a high level of data reporting and analysis, and speed up and improve the accuracy of data entry. The bot’s setup is simple and requires no extra effort or knowledge of code on your end to quickly autofill web forms from Excel.

This bot pulls up the data from the source Excel spreadsheet and populates it across the document or form in a document. When configuring the bot, you need to pick the source columns from the Excel file that should be transferred and match them with the required fields. The Pre-fill from Excel spreadsheets bot operates based on if-this-then-that logic. Hence, an autofill PDF from Excel action will be performed as soon as the pre-set conditions are met.

You do not need any third-party software to run the bot. Its configurations only require you to match and map spreadsheet columns to fillable fields in a document before you launch this spreadsheet automation bot. This way, you already have everything you need to check the accuracy of the data you pull from an Excel file into web forms.

airSlate WorkFlow features dozens of automation and integration tools that work with various solutions and services your company might already use. Every bot in the Spreadsheets category allows you to fill out forms automatically with data from Excel spreadsheets. If you want to learn how to autofill PDF from Excel and vice versa, check out our free Mastering Bots course.