Bizagi BPM SuiteUser Guide

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Table of Contents

Part I Configuring and using theExcel connector 3

PartIConfiguring and using theExcel connector

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Configuring and using the Excel connector

OverviewThe Excel connector for Bizagi is available for download at Bizagi Connectors Xchange.

Through this connector, you will be able to connect your Bizagi processes to an Excel spreadsheet and

fetch or update information.

For more information about this connector's capabilities, visit Bizagi Connectors Xchange.

Before you startIn order to test and use this connector, you will need:

1. Bizagi Studio previously installed.

2. This connector previously installed, via the Connectors Xchange as described at http://

help.bizagi.com/bpmsuite/en/index.html?Connectors_Xchange.htm, or through a manual installation

as described at http://help.bizagi.com/bpmsuite/en/index.html?Connectors_install.htm.

To connect to an Excel spreadsheet, you do not need accounts nor authentication credentials.

This connector does not include an authentication mechanism, and therefore works for Excel

spreadsheets which are already uploaded into Bizagi processes (accessible via Xpath).

Configuring the connectorIn order to configure the connector, follow the steps presented at the Configuration chapter in http://

help.bizagi.com/bpmsuite/en/index.html?Connectors_install.htm.

For this configuration, you only need to create a system configuration instance, but no specific

parameters are needed.

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This connector will not launch an application instance of Excel but access the information of .xls or

.xlsx files instead. This means that you do not need to have Excel installed nor any other plug-in.

This also means that you may not execute macros on that Excel file.

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This connector may involve a significant delay when accessing data, depending on the file size of

your Excel file.

Using the connectorThis connector features an available method that reads content from a specific cell in Excel.

To learn overall how/where to configure the use of a connector, refer to http://help.bizagi.com/

bpmsuite/en/index.html?Connectors_Studio.htm.

When using the connector, ensure you consider the following details for each of the two available

methods.

Get cell dataThis method allows you to map an attached Excel file and specify the name of the sheet and the cell

name from which you want to obtain information (its value, formula, etc).

To configure its inputs, consider:

· Cellname: The cell name, e.g "A1".

· Workbookdata: A file type attribute in Bizagi which holds the Excel file.

· Worksheetname: The name of the worksheet applicable to the cell.

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To configure its outputs when getting started and testing, you may map Value to store the information

contained in the cell (or similarly, store formattedText or formula, as managed by Excel).

For more information about how to extend this connector and use its methods, refer to the used API's

documentation at https://www.npmjs.com/package/xlsx.

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