Import excel file as a list

  • 15 February 2022
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Topic

How to import a Microsoft Excel spreadsheet as a list within RPA.

 

Instructions

Open List

The Open List action imports data from a file into a list in a botflow.

The Open List action works similar to the Open Data action and supports the same file types for import.

Using the Open List action, you can open a list to:

  • Cross reference information from several different databases.
  • Prepare to consolidate information from several different sources.

Some examples of using the Open List action with lists are:

  • list created in the Nintex RPA Botflow pane.
  • With a Loop Action to perform a work action with each item in the list.

Add an Open List action to a botflow

This example provides the steps necessary to add an Open List action to a botflow.

To add an Open List action to a botflow:

The Action Builder window for Open List displays.

  1. On the Actions List, click Lists and then click Open List from the List list.
  2. Set the Open List settings:

    The Import option displays.

    • File: Enter a file name in the File field.
    • List: Enter a name in the List field.
    • Overwrite: Check the box to overwrite a list with the same name.
    • Import: Click to start the Data Source Data Wizard.
  3. If needed, adjust the Run Error Task settings to fine tune how the action runs.
  4. If needed, adjust the Run Switch setting to create the action without running it.
  1. Optionally, add an action note.
  2. Click OK to add the Open List action to the botflow.

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