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Microsoft Excel operation

Microsoft Excel connector operation defines how to interact with your Excel documents and represents a specific action you perform to generate the JSON.

Important

The connector does not use a connection and processes any incoming excel documents that matches the template file to create JSON payloads.

Process operation

Microsoft Excel Connector supports a single operation type: process to import annotated Excel templates and transform them into structured JSON profiles.

The process operation allows the Excel Connector to:

  • Parse annotated Excel templates.

  • Extract static fields and tabular data.

  • Generate a structured JSON response profile for use in downstream integration logic.

Characteristics

  • Request Profile: Unstructured (you don’t need a predefined request structure).

  • Response Profile: The system auto-generates the response profile based on the imported Excel template.

  • Supported Data Types:

    • Static fields

    • Table data (as JSON arrays or objects)

    • Inferred column types such as string, date, and number

This operation acts as a key to incorporating Excel documents into your automated workflows, as it transforms annotated templates into structured data.

Import an annotated excel template to generate a JSON profile

Use the following steps to import an annotated Excel template and generate a structured JSON response profile using the Microsoft Excel Connector.

  1. Open your integration process and select the Microsoft Excel Operation shape.

  2. Click Import Operation to begin setting up your operation.

  3. In the Microsoft Excel Operation Import window enter the runtime and Directory details.

    • runtime: Select the local runtime, for example, atom_qa, where you placed your annotated Excel file.
    • Directory: Enter the folder path, for example, tmp, where you saved the Excel file.

  4. Click Next to continue.

  5. From the Object Type drop-down, select your desired Excel file, such as Sales.xlsx or Template.xlsx.

  6. Click Next to proceed.

  7. Confirm Import Details in the wizard such as:

    • Object Name: Selected Excel file
    • Response Profile: Name of the generated JSON profile

  8. Click Finish to complete the import process.

  9. After import, review the details under Options such as:

    • Object: The Excel file name.
    • Request Profile: Is set to Unstructured.
    • Response Profile: Auto-generated profile (For example, Microsoft Excel Sales.xlsx process Response).
    • Error Response: Enables error response handling as needed.
    • Tracking direction: Is set to output documents

  10. Click the generated response profile to explore the extracted JSON structure.

    • The JSON tree reflects your workbook layout, including:
      • Static fields
      • Tables (as arrays or objects)
      • Column data with inferred types, for example, Customer Name, Order Date, Quantity

You have successfully imported your Excel template, and the JSON structure is ready for use in downstream integration steps.

Additional notes

  • You must ensure the incoming Excel document matches the template used during process design.
  • The connector assumes one empty row at the end of the table.
  • Currency formatting is not included in the generated XML.
  • Rounded values in Excel appear with their full decimals in the generated XML.
  • The runtime does not evaluate formulas.
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