Convert XLSX to PDF in Power Automate¶
This article describes how to achieve a pixel-perfect XLSX Excel document to PDF conversion in Power Automate (Microsoft Flow).
You can use the pre-built Flow templates or follow the steps outlined in the article to create your Flow from scratch.
Preparation¶
We will take a purchase order as a sample Excel document:
Use this link to download it.
Our document has to be stored somewhere. Power Automate (Microsoft Flow) has a lot of connectors for different systems. Here are just a few of them:
SharePoint
Salesforce
Box
OneDrive
Google Drive
Dropbox
SFTP
File System
You can store your source file anywhere. In this example, we will store our document in OneDrive. Our Flow will get a file from OneDrive, convert it to PDF and store generated file back to OneDrive.
Setting up the Flow¶
This is what the complete flow should look like:
Flow trigger¶
You can actually pick any trigger. For example, you can start Flow on file creation in a SharePoint document library. We use “Manually trigger a flow” trigger here to simplify the Flow.
Get file content¶
This action gets the file content of the specified file from the OneDrive folder.
You can use any other connector to get files from your system.
Convert XLSX to PDF¶
This is an action from the Plumsail Documents connector. It will convert our Excel document, and we’ll receive the pixel-perfect PDF output.
If this is your first time using the Plumsail Documents connector, Power Automate will request the Connection Name and API Key.
You can type any name for the connection, for example Plumsail Documents.
Once the connection name is filled out, create an API key in your Plumsail Account, copy and paste it into the Access Key field, and then click Create.
Just put XLSX file content from the output of the previous action and receive PDF file content as an output of this action.
You can find more information about this action here.
Create file¶
Now you need to store PDF file somewhere. In our example, we use “Create file” action OneDrive connector to store the PDF document.
You can use any other connector to store PDF document into your system.
Ready-to-use Flow templates¶
We have simplified the process of Flow configuration for you. Below is a clickable widget of the templates that you can start from: