Pre-fill from Microsoft 365 Excel

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5159 students
15 minutes
Do you still face errors, delays, and hassle while handling large amounts of data in spreadsheets? Learn how to make your operations fast and seamless by automatically populating documents with data from Microsoft 365 Excel spreadsheets.
Pre-fill from Microsoft 365 Excel

About this course

This course takes you through the entire process of transforming operations that involve loads of data from Microsoft 365 Excel spreadsheets into automated document workflows. You’ll learn how to make your document workflows fast and seamless by eliminating the need to copy or duplicate information manually.

By the end of this course, you'll be able to automatically route large amounts of data from Microsoft 365 Excel spreadsheets to the documents of your choice.

What’s included?

lessons to explain how to automatically route data from Microsoft 365 Excel
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills

What will you learn?

How to simplify data routing between documents and Microsoft 365 Excel
How to streamline complex workflows that include large amounts of data
How to simplify navigation through completed documents

Who is this course for?

Anyone interested in boosting their daily operations in Microsoft 365 Excel
Anyone looking to transfer large amounts of data from Microsoft 365 Excel
Those who want to advance their career with new skills

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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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Learn to export data and pre-fill business paperwork from Office 365 Excel spreadsheets

Despite the modern IT market offering hundreds of precious business solutions, most companies still actively use Excel spreadsheets as one of their primary instruments. They work perfectly for documenting, calculating, and storing a whole series of indicators in statistics, procurement, finance, and other areas. Extracting data from one table to another is also lightning-fast and convenient, thanks to various built-in formulas. However, it becomes burdensome when you need to pull out some records from Excel Office 365 to other business paperwork. With manual data exports, the likelihood of errors is very high. Here is when automation is a necessity.

How to automate Excel 365 workflows

If you’re looking for an effective solution for improving regular workflows while keeping most of your business records in Excel spreadsheets, airSlate is an excellent choice. This comprehensive document workflow automation platform enables users to easily and smartly create, pre-fill, update, share, and store paperwork. Plus, it perfectly works in tandem with multiple software applications on a codeless basis thanks to its vast collection of ready-to-use pre-programmed Bots. Configuring a particular Bot within a workflow guarantees you export data from Excel to contracts, invoices, and other documents instantly and with maximum accuracy.

Pros of airSlate automation for data exports from spreadsheets

Companies get lots of positive outcomes from the Office 365 integration with airSlate.

Here are just a few benefits of workflow automation for data exportation from Excel tables:

  • Saves hours of working time across teams
  • Facilitates regular task completion
  • Eliminates errors and miscalculations in documents
  • Excludes business risks caused by such inaccuracies
  • Reduces costs and improves productivity.

airSlate Academy course on pre-filling from Excel 365

Using any software to its maximum abilities requires training. airSlate created its own learning platform for everyone to explore the ins and outs of workflow automation, so you don’t need to spend hours surfing the web for specialized articles and guidance.

airSlate Academy is a fast and convenient way to become an automation expert, free of charge.

Join the platform and explore how to easily, quickly, and precisely export data from Excel spreadsheets and pre-fill documents without coding. In only fifteen minutes, you will learn the mechanisms of connecting airSlate with Office 365, mapping form fields with the relative columns in your Excel tables, and setting conditions for such record exportation.

Discover the simplicity of workflow automation with airSlate Academy!

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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Use airSlate’s Pre-fill from Microsoft Excel Bot to export data from Excel files. Take a few minutes to set up the Bot and have your information automatically transferred from Microsoft 365 to the specified fields in your documents. The Bot will act based on the conditions you pre-set.

You can export Excel data from one spreadsheet to another with the help of several Excel functions. On the other hand, you can automate data export and pre-fill your documents automatically using the airSlate no-code Bots. This method eliminates errors in your files and takes less time.

airSlate offers several automation Bots that can significantly facilitate your experience with Excel 365. For example, the Pre-fill from Microsoft 365 Excel Bot will automatically fill out documents with information from the Microsoft 365 spreadsheet. You can also transfer data from your documents to Microsoft 365 spreadsheet using the Export to Microsoft 365 Excel Bot.

Consider automating data transfer from spreadsheets to your documents with the Pre-fill from Excel Spreadsheet Bot. You can set up the Bot in three simple steps: 1. Upload an excel file. 2. Select a data source. 3. Indicate the conditions for the transfer. Once the specified conditions are met, your document will be pre-filled with information from the uploaded spreadsheet.

There are a few ways you can automate data transfer from one sheet to another within the same file. The easiest way to do it is by linking cells in both sheets. In the destination cell, type the equal sign, click on the source cell in the other sheet, then click Enter to save the formula. If the source cell is updated, the destination cell will be automatically updated as well.

Excel data types are the following: - The number data type. - The text data type. - The logical data type. - The error data type. Each of them has its properties and can be used with different functions.

If you need to export data from a spreadsheet to your document, use the Pre-fill from Excel Spreadsheet Bot or the Pre-fill Dropdowns from Excel Spreadsheet Bot. The Bot setup takes minutes and includes matching the fields in a document with cells in a table and specifying conditions for the Bot activation.

airSlate provides a set of Bots to automate data exports from a spreadsheet to documents. They allow you to save time and reduce errors that may occur when transferring information manually. Learn how to use no-code Bots for Excel from one of the airSlate Academy courses.

Take advantage of airSlate no-code Bots to automatically pre-fill fields in your documents with data from spreadsheets. Use the Pre-fill Dropdowns from Excel Spreadsheet Bot if you need to transfer values specifically in the dropdown fields in your document. Install the Bot, upload a spreadsheet, and connect the document fields with the cells in the spreadsheet.

Use the VLOOKUP (for values arranged in columns) or HLOOKUP (for values arranged in rows) function to extract information. The functions can be used for data exportation within the same spreadsheet or even from one file to another.