Microsoft Excel Spreadsheet File Format For Bulk Update Export/Import Process
The following applies to all business processes where BP records are exported using the Bulk Update option to a Microsoft Excel spreadsheet (.xlsx). For more details on how to use bulk update, see Exporting BP Records Using Bulk Update From Business Process Log Node.
When you select BPs using the Bulk Update option, the exported spreadsheet is saved using the following file formats:
- For business processes containing only Main Form data, the spreadsheet is named by default in the format <BP Name>_MainForm.xlsx. For example, Warranty_MainForm.xlsx.
- For business processes containing Main Form data and line item data, the spreadsheet is named by default in the format <BP Name>_MainForm_LineItems.xlsx. For example, Warranty_MainForm_LineItems.xlsx.
The exported/imported spreadsheet contains the following worksheets/tabs:
- An Instructions worksheet
The Instructions worksheet is generated automatically. Depending on the type of business processes included in the spreadsheet, the Instructions worksheet describes how to use the spreadsheet to enter or update BP record and line item data.
- A Main Form worksheet
The Main Form worksheet is generated automatically as the second worksheet in the spreadsheet. It is recommended to not rename or reorder this worksheet. The content of this worksheet is dependent on the types of BPs included in the export/import. It contains the Unifier data needed for updating existing BP records, and line items.
- Each BP record is identified by read-only columns in the following order: Record ID and Record Number.
- The following columns/data elements are also read-only: Record Status, Creator, Creation Date, Currency ID, Due Date, Status in WF, BP, Formula Data Elements and data elements that are set to auto-populate from the sum of all line items data elements from the Integration Validation Form.
- The line item tab order is identical to the order in the selected records.
- Custom date formats are honored in the spreadsheet.
- The data elements with direction set as Input or Both are shown as columns in the exported spreadsheet.
- The name of the worksheet is translated according to the user's language preference.
- Worksheet for each line item tab
Each Line Item tab worksheet is generated with the following format:
- The line item records and the data elements of each tab are listed in the same order as displayed in the user interface.
- Each line item record is identified by read-only columns in the following order: Record ID, Line Item ID, Record number, and Line No. These columns cannot be renamed, reordered, duplicated, or removed from the file.
- The formula data elements and auto-populated data elements are read-only columns.
- Worksheet names do not support the following special characters: \ / ? * : [ or ]
Last Published Sunday, July 20, 2025