You can import data into your workflow in Cflow from Excel Spreadsheet. Following are the scenarios where you will need of Excel Import option.
- 1- When you have historic data in an Excel Spreadsheet that you want to import into Cflow
- and
- 2- When you want to populate a Lookup/Master Table with data
Steps for setting up the Excel Import are given below:
- Go to Workflow Setup -> Workflows.
- Select a workflow and Click Advanced. You can configure the Import/Export settings only at the initiator stage of the workflow.
- Select the initiator stage.
To import the field values from Excel, select the check box Excel Import. Turning on the Excel Import enables the import icon in the stage inbox. In the Excel Import, click on Add New and select the field from the dropdown. Click on save to add the field. Make sure that field names you have selected match the order of columns in your Excel file. After adding the fields, click on the save icon at the bottom of the page. Click on ‘Submit After Import’ to submit the request after the field values are imported in the form. This will process the rules and move the request to the next stage.

Click on the import icon in the stage inbox. Choose a file from your computer and click on Upload to import the field values from Excel to Cflow. The first row in the Excel file is considered as the header row and will be ignored.