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Pre-fill Dropdowns from Excel Spreadsheet Bot

Eliminate manual data entry and ensure information accuracy and accountability. Automatically populate dropdown fields in your documents with information from an XLS/XLSX spreadsheet using the Pre-fill Dropdowns from Excel Spreadsheet Bot.
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What the Bot does
The Bot populates the dropdown fields of a document with data from an Excel spreadsheet.
When to use
Install and configure the Bot to automatically populate dropdown fields of order forms, service requests, and sales invoices with multiple options from Excel spreadsheets.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 80 Templates
  • Used in 19 Workspaces
  • Installed 567 times in the last 30 days
  • 99% success rate
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Get your automated workflows up and running in minutes with the Pre-fill Dropdowns from Excel Spreadsheet Bot. No coding required.

Map dropdown fields in a document with data in the Excel spreadsheet
Configure Bot settings
First, upload an Excel file in XLS/XLSX format and select a sheet to pull data from. Then, select a document with dropdown fields in your workflow and choose which columns in the Excel spreadsheet table to use for your data transfer.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., tell the Bot to pre-fill the data when the document is completed for the first time.
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View the Bots log or use tags to check if the Bot ran successfully
Get your document pre-filled with Excel spreadsheet data
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, its dropdown fields will be pre-filled with data from the selected Excel spreadsheet.
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Install the Pre-fill Dropdowns from Excel Spreadsheet Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
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Pre-fill Dropdowns from Excel Bot

One of the most popular methods of communication with customers is collecting data via forms and surveys. Building communication is such a way has both pros and cons. For example, it shows customers that their opinion is essential for your service improvement. On the other hand, it might be difficult to categorize and analyze collected data when it comes to unpredictable answers.

This problem can be solved with dropdowns. You can create a list of predefined options and collect feedback in a unified way. And when there’s a lot of options in your dropdowns, airSlate is exactly what you need.

Using the Pre-fill Dropdowns from Excel Bot, you can populate a dropdown from Excel in seconds. With airSlate, there’s no need to fill option lists manually. What’s more, once a list is created, you can use it as many times as you need.

Import a dropdown from Excel to receive the following benefits:

  • Full freedom in filling out forms with optional dropdowns
  • Faster list creation
  • The possibility to edit the list whenever you need by connecting an updated file
  • One .xlsx file for multiple fields matching corresponding columns

Consider using this Bot to improve the form building process. When you populate a dropdown from Excel, you are able to create more dropdowns in less time. Once customized, it will work until you change the source file or the dropdown field. Updating records is a simple procedure and doesn’t require any special knowledge or skills.

Automate repetitive tasks with no code

Implement Pre-fill Dropdowns from Excel Spreadsheet Bot

Start creating a new Flow and transfer samples or generate templates right on the platform to initialize the Bots option. Find and choose a wanted software robot from the list.

Set it up

Open up the Bot setup menu. Complete all the required fields to define general and advanced settings. Consider indicating activation conditions in order to avoid false activations (you can include several conditions).

See the way it operates

Execute the workflow and explore the outcomes. Ensure the software robots work correctly. If something doesn’t work, check the Bots log to correct the mistakes and run your Flow once more.
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