Create XLSX document from template

Creates Word XLSX document from template with the help of Make. Review Excel XLSX templates section for more information about template syntax.

Parameters

Output Parameters

Parameter

Description

Example

File Content

The content of the result .xlsx or .pdf file.

It is the content of the result file.

Input Parameters

Parameter

Description

Example

Connection

To allow your scenarios to get information from and send it to Plumsail Documents, you need to create a connection.

For more information on how to create a connection to Plumsail Documents, see the online Help.

File

The content of the source .xlsx template file. You can extract file content from other apps like:

  • SharePoint

  • Salesforce

  • Box

  • OneDrive

  • Google Drive

  • Dropbox

  • SFTP

  • File System

List of apps

Review Word XLSX templates section for more information about template syntax.

Example of simple table template:

Simple table template

Template data

Data to bind to the template in JSON format. You can obtain this data from other Make.com apps. For example, you can download a file from a OneDrive folder or another system.

[
    {
        "firstName": "Efren",
        "lastName": "Gaskill",
        "email": "egaskill0@opensource.org",
        "payments": [
            {
                "date": "3/10/2018",
                "amount": "$8.91"
            },
            {
                "date": "1/7/2018",
                "amount": "$0.56"
            }
        ]
    }
]

Output type

You can select the output type of the resulting file: XLSX or PDF.

XLSX or PDF output.

Locale

An optional parameter that allows you to specify the desired regional culture format. You can select the value from a predefined list. If you don’t specify a value, the default will be “en-US” (english, USA). All allowable regional culture formats you can find here

en-US

Timezone

An optional parameter that allows specifying the desired timezone.

UTC

Example

Download an XLSX template and use it in the Create XLSX document from template action along with the template data.

Create document from XLSX template Example