In this Winshuttle WebTips episode, brought to you by Clear Process Solutions, we will cover user-friendly and out-of-the-box ways that Winshuttle Composer can interact with Excel files. Demos include exporting to Excel and importing from Excel. 

Our recent complimentary Winshuttle monthly training session covered:

1. Exporting to Excel

• Exporting a repeating table to an excel file which allows easy creation of a template to be used for importing data.

2. Importing from Excel

• Creating a user-friendly template of a repeating table which will mitigate validation errors when loading many lines at once.
• Setting up a download button to ensure data templates remain up-to-date within the form, and the user always has access to the most recent version.

Watch the entire WebTips session focusing on interactions between Excel and Composer:

View all of our Winshuttle WebTips training videos on our YouTube Channel.

Still have questions regarding this topic or any other Winshuttle features?

The CPS experts are here to help.