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williamm0010
williamm0010
April 15, 2022
Solved

Import Excel and Extract data to be placed in cloud databases

  • April 15, 2022
  • 7 replies
  • 2 views

Hello,

I am new to Appian, have been working with it for a few months.  Have done the developer training and studying for my CERT.

I have a request where they would like to put data in a Excel spreadsheet and then have a interface to click a import button and have the system import the Excel data into cloud databases.  The would like to add data into Excel and then when done do the import.

Trying to wrap my hands around this and figure out if it can be done and confused when looking through the Documentation.

Can someone let me know if this can be done and point me to documentation that shows it and explains it.

Thank you

    Best answer by gopalk2865

    Hi,Yes sure you can do that. Add a file upload field in your interface where user will upload the excel file and then in your process model use  "import excel to db" smart service node . This smart service will insert the data in your cloud database.

    7 replies

    gopalk2865
    gopalk2865Answer
    Participating Frequently
    April 15, 2022

    Hi,Yes sure you can do that. Add a file upload field in your interface where user will upload the excel file and then in your process model use  "import excel to db" smart service node . This smart service will insert the data in your cloud database.

      williamm0010
      williamm0010Author
      April 15, 2022

      When I look at a process model, the only thing for import I see is Import CSV to Database     I am not seeing a Import Excel data to DB?

      N
      nareshs945
      April 15, 2022

      Hi William,

      As Gopal Mentioned you can use Import Excel to Database smart service to import Excel data to DB. But make sure your DB column names match excel header column names, because when importing data to DB the Excel file will will try to match the DB columns will import the dat with matching columns. 

        williamm0010
        williamm0010Author
        April 15, 2022

        When I look at a process model, the only thing for import I see is Import CSV to Database     I am not seeing a Import Excel data to DB?

        N
        nareshs945
        April 15, 2022

        Hi Willam,

        This Import Excel to Database is not an Appian out of the box smart service, it  is available in Excel tools plugin. If your using cloud environment  deploy this Excel Tools plugin from Admin console. In case if you are using on-prem you need to download this plugin and deploy into your local instance. You find this plugin here https://community.appian.com/b/appmarket/posts/excel-tools 

          williamm0010
          williamm0010Author
          April 15, 2022

          Thank you will look into and will make sure the column names match the database names.

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