Pre-fill from Microsoft 365 Excel

Use airSlate WorkFlow’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. In fact, you can automate data export and pre-fill your documents automatically using the airSlate WorkFlow no-code bots. Using bots, you’ll eliminate data entry errors in your files and finish the job in less time.

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

Consider automating data transfer from your spreadsheets to your documents with our Pre-fill from Microsoft 365 Excel bot. You can set up the bot in just three simple steps:

1. Connect your Microsoft account and set up the bot with the chosen spreadsheet and field mappings.
2. Define conditions for the bot's activation, such as date, user roles, or document actions.
3. Share your document; it will auto-fill with Excel data when conditions are met.

In Excel, you can automatically transfer data between sheets within the same file by linking cells. To do this, type an equal sign in the destination cell, click the source cell in another sheet, and press Enter. Any updates to the source cell will then automatically reflect in the linked destination cell.

Excel data types include:

• Text (String)
• Number
• Date
• Time
• Boolean (True/False)
• Error
• Currency
• Percentage

If you need to export data from a spreadsheet to your document, use our Pre-fill from Microsoft 365 Excel bot or the Pre-fill dropdowns from the Excel spreadsheet bot. The bot setup takes minutes and involves merely matching fields in a document where you have cells in a table and specifying conditions for bot activation.

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

You can use airSlate WorkFlow no-code bots to automatically pre-fill fields in your documents with data from your spreadsheets. Use our Pre-fill dropdowns from the Excel spreadsheet but 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. You can use functions for data exportation within the same spreadsheet or from one file to another. However, it's important to note that both VLOOKUP and HLOOKUP have limitations and can be complex to use with large data sets or when looking for more dynamic lookups.