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Excel Templates

Upload an existing Excel spreadsheet (.xlsx or .xls) as a template. The AI maps extracted document data to your spreadsheet columns automatically.

How it works​

  1. Upload your spreadsheet — the one you normally fill manually
  2. Process a document — extract data from a PDF, image, or other file
  3. AI maps the data — field names from the extraction are matched to column headers
  4. Review and download — check the results, make edits, and export

Uploading a template​

  1. Click Excel Files in the left sidebar
  2. Click Upload or drag your .xlsx/.xls file
  3. The spreadsheet preview opens showing all sheets and columns

What makes a good Excel template?​

  • Clear column headers — "Invoice Number" is better than "Col A"
  • Consistent format — use the same header row structure across sheets
  • Empty data rows — leave the data area empty, just keep headers
  • Multiple sheets — all sheets are supported, each processed independently

Using a template with extracted data​

After processing a document:

  1. Navigate to the Excel detail view
  2. Click Auto-Detect Mappings
  3. The AI analyzes your extraction results and maps them to spreadsheet columns
  4. Watch as fields fill in one by one (real-time streaming)

Multi-sheet support​

If your Excel file has multiple sheets, you'll see tabs at the bottom of the viewer. Each sheet can be:

  • Filled independently
  • Navigated using the sheet tabs
  • Exported together in a single .xlsx file

Next steps​