Breadcrumbs

Working with Spreadsheet Formats in Express

Process XLS, XLSX and CSV purchase orders with Express

Along with PDFs, Express supports processing XLS, XLSX, and CSV document formats. The workflow remains the same: Simply email your spreadsheet purchase orders to Conexiom to start processing them with Express.

For a detailed explanation of the Conexiom Express Application workflow, refer to this article.

6 Excel 2

Express View with an XLS file displayed on the left-hand side of the screen.

User-Friendly Preview 

  • Excel-spreadsheet like grid for easy navigation

    • Only displays extracted data in rows and columns for enhanced readability

  • Visibility of hidden text for comprehensive data review

    • Horizontal and vertical scrolling for optimal viewing

    • Adjustable cell width for user customization

File Handling 

  • Supports XLS, XLSX, and CSV formats; (XLST, XLSM are not supported)

    • Supports single and multiple spreadsheet files for the same purchase order; (Does not support multiple orders within a single workbook or a list of appended POs within one worksheet)

    • Handles up to two worksheets with a maximum of 4000 cells in total     

Supported Scenarios

  • Complete purchase order (PO) with a header and line items in a single sheet

    • Sheet containing only line items with customized columns

    • Long list of line items without a header

    • Multi-sheet format: Sheet 1 with the header, Sheet 2 with line items

    • Multipage layout with a single consolidated sheet

Note: Line groups must be contained within a single Excel row and cannot extend across multiple rows. 

AI Processing & Learning

  • AI predictions and learning focus on both worksheets

    • Treats all worksheets within a single file as part of a single order

Data Handling

  • Supports text, numeric, and date fields
    Note: Advanced features like macros, charts, and custom styling such as bold text, colors, and italics are not supported. Fields that meet any of these conditions are displayed as "#VALUE!"

  • Displays calculated values from embedded formulas

    • Preserves original document format upon download

    • Displays all data, including content from collapsed or hidden rows and columns

Extracts data from specific cells or ranges

  • Enables selection and movement of text within cells to the right-hand side form fields

    • Provides data linkage between the original document and AI-populated form fields

Review & Approval

  • Enables review of before/after changes in the approval summary and document audit trail

    • Approve and submit to create the final output file and deliver to your ERP system