--- title: "Excel Import task configuration" canonical_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-excel-import/" md_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-excel-import.md" last_updated: "2026-06-01T16:54:29.906Z" description: "Configure the Excel Import task to map spreadsheet values to form fields and routing rules." --- # Excel Import task configuration Use the **Excel Import** task to read values from Excel spreadsheets in Nutrient Workflow Automation. You can use this task to: - Upload a spreadsheet as part of a request. - Map spreadsheet cells to form fields. - Build routing rules from spreadsheet values. - Assign approvers from imported values. - Include imported values in reports. To configure an **Excel Import** task: 1. Add the task to your **Process Flow**. 2. Select **Configure Task** from the task menu. 3. Upload the sample spreadsheet format that requesters will use. 4. Map spreadsheet cells to fields in an existing form. When users complete this task, they get a file attachment question. They should attach the same spreadsheet format you configured here. ## Prefer formatted cell values The task includes a **Prefer formatted cell values** setting. If this setting is **off** (default), the task imports raw values. For example, a cell displayed as `1,234.50` imports as `1234.5`. If this setting is **on**, the task imports display-formatted values exactly as shown in Excel, including currency symbols, percent signs, and thousand separators. This setting is off by default to preserve backward compatibility. Existing Excel Import tasks that don’t have this setting configured will continue to use raw cell values. ## Preview imported values Use the **Value(s)** column on the **Mappings** tab to preview each mapped value. 1. In **Mappings**, find the row you want to check. 2. Click the **View** icon in **Value(s)**. 3. Confirm the previewed value before you save. The preview reflects **Prefer formatted cell values**: - If the setting is off, the preview shows raw values. - If the setting is on, the preview shows formatted values. ## Date column handling The task supports date-formatted columns. It parses and imports the original date values from Excel. When you import date columns: - Format source columns as dates in Excel. - Imported date values match what appears in the file. - You don’t need post-import date conversion. - This behavior applies to Excel-supported date formats, including `MM/DD/YYYY`, `DD/MM/YYYY`, and `YYYY-MM-DD`. --- ## Related pages - [Catch submission issues before they reach the approver](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/ai-form-review.md) - [Effective data transfer between parent and child requests](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/passing-data-from-child-request-back-to-parent.md) - [Optimize your workflow with counter tasks](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-counter-task.md) - [List of task types](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/complete-list-of-task-types.md) - [Document Signing task configuration](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/document-signing-task.md) - [Streamline API workflows with data container tasks](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-data-container.md) - [Configure dynamic email notifications seamlessly](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-dynamic-notification.md) - [Create documents with Document Generation](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/premium-add-on-task-document-generation.md) - [How to configure the dynamic assigner task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-dynamic-assigner.md) - [Use the Excel Batch task in a workflow](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-excel-batch.md) - [Form task configuration](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-form-task.md) - [File Copy task configuration](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-file-copy.md) - [Streamline file transfers with FTP Push Task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-ftp-push-task.md) - [Enhance your processes with general notifications](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-general-notification.md) - [Simplifying workflow with Launch Request management](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-launch-request.md) - [Customize task assignments with Form Assigner](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-form-assigner.md) - [Understanding milestone tasks in workflow automation](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-milestone.md) - [Master the Open URL Task for Workflow Automation](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-open-url.md) - [Streamline your processes with PDF generator task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-pdf-generator.md) - [Effortlessly merge PDFs with ease](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-pdf-merge.md) - [Schedule future tasks effortlessly with Task Scheduler](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-task-scheduler.md) - [Effortlessly manage user profile updates](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-user-profile.md) - [Efficient task assignment with Task Assigner](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-task-assigner.md) - [Configure form prefills](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-tasks-form-prefills.md)