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Automating Excel Data Entry

Hello,
Everyday I am entering in specific data to excel from banking portals. Is there a way to automate this using UI flow? The data is different each time
1 ACCEPTED SOLUTION

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Microsoft
Microsoft

Re: Automating Excel Data Entry

Hello,

 

Depending on your use case, you have 2 kinds of solutions available:

  1. Use a Flow to automate getting banking data from APIs and then leverage the excel connector to save that data in excel online. 
  2. Use a Flow with one or more UI Flow steps to automate UI tasks when existing connector or customer connector over specific APIs are not available. 
    1. If you want to automate retrieving banking data from a website, you can leverage web UI Flows
    2. If you want to automate data entry into excel leveraging inputs from a previous step, you can use desktop UI Flows.
    3. Leveraging UI Flows as part of the Flow is documented here
    4. An example UI Flow doing data entry into excel can be found here

Hope this helps.

 

Best Regards,

Wassim

View solution in original post

2 REPLIES 2
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Community Support
Community Support

Re: Automating Excel Data Entry

Hi @sabahkhan97 ,

 

Yes, you could take a try with the UI flow to achieve the requirement.

 

Best regards,

Alice       

 

Community Support Team _ Alice Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Highlighted
Microsoft
Microsoft

Re: Automating Excel Data Entry

Hello,

 

Depending on your use case, you have 2 kinds of solutions available:

  1. Use a Flow to automate getting banking data from APIs and then leverage the excel connector to save that data in excel online. 
  2. Use a Flow with one or more UI Flow steps to automate UI tasks when existing connector or customer connector over specific APIs are not available. 
    1. If you want to automate retrieving banking data from a website, you can leverage web UI Flows
    2. If you want to automate data entry into excel leveraging inputs from a previous step, you can use desktop UI Flows.
    3. Leveraging UI Flows as part of the Flow is documented here
    4. An example UI Flow doing data entry into excel can be found here

Hope this helps.

 

Best Regards,

Wassim

View solution in original post

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