Generate Document From XLSX Template
Creates Word XLSX document from template with the help of Zapier. 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. |
Setup Parameters
Parameter |
Description |
Example |
|---|---|---|
App |
Select the app. |
Plumsail Documents |
Action event |
Select an action from the Plumsail Documents bundle. |
Generate Document From XLSX Template |
Account |
To allow your zaps 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. |
Configure Parameters
Parameter |
Description |
Example |
|---|---|---|
Data |
Data to bind to the template in JSON format. You can obtain this data from other Zapier 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"
}
]
}
]
|
Template file |
The content of the source .xlsx template file. You can extract file content from other apps like:
|
Review XLSX templates section for more information about template syntax. Example of simple table template: 
|
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 Generate Document From XLSX Template action along with the template data.
