To add an ‘Excel Import’ option to your workflow, click on the ‘Control Panel’ icon from the left menu bar.

Click on the ‘Workflow’ for which you would like to the excel import option from the ‘Workflow’ column.

Click on the icon ‘Form Properties’ under the ‘Forms’ column.


In the ‘Form Properties’ screen, you will notice a check box, ‘Excel Import’.


Select the check box ‘Excel Import’ and click on ‘Save’ button.Now view the workflow screen

and you can notice the ‘Excel Import’ icon added to the top left corner of the screen.


The next step is that you will have to specify the fields that can be imported to your workflow.

To do this, click on the icon ‘Imports/Exports’ under the section name.


You will land on the ‘Excel Settings’ screen.

In this screen, you can see a section ‘Excel Import Setting’; under this there will be drop downs

with the names of the columns you created under this section in the workflow.

You can select the names of the column which you would like to import to your workflow through

the ‘Excel Import’ option.After selecting the column names, click on the Save button.


Note: You should ensure that the ‘Excel Import Settings Excel Sheet’ name should be only ‘Sheet1’