Pre-fill Dropdowns from Excel Spreadsheet Bot

Pre-fill Dropdowns from Excel Spreadsheet Bot

Remove manual data input and guarantee the accuracy and responsibility of information. Automatically fill dropdown fields in your documents with data from an XLSXLSX spreadsheet using the Pre-fill Dropdowns from Excel Spreadsheet Bot.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Pre-fill Dropdowns from Excel Spreadsheet Bot does
The Bot populates the dropdown fields of a document with data from an Excel spreadsheet.
When to use the Pre-fill Dropdowns from Excel Spreadsheet Bot
Install and configure the Bot to automatically populate dropdown fields of order forms, service requests, and sales invoices with multiple options from Excel spreadsheets.
Export Custom Values to Pre-fill Dropdowns from Excel Spreadsheet Bot

Get your automated workflows up and running in minutes. No coding required.

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 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.
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.
Pre-fill Dropdowns from Excel Spreadsheet Bot

Install the Pre-fill Dropdowns from Excel Spreadsheet Bot to automate your document workflows

Start for free

Pre-fill Dropdowns from Excel Bot

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

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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.
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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).
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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.