The Excel import feature is available from the "Import Excel" button within the document functionality.
When you click the button, a modal will appear. Please upload the target Excel file.
You can upload up to 100 Excel files at once, with each file up to 6MB.
After confirming that the uploaded files are correct, click the "Import" button.
Once the import is executed, each sheet in the Excel file will be imported in HTML format. If there are multiple sheets, you can switch between them.
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All uploaded files are stored in parallel under the root directory of the document.
It is possible to upload a folder containing multiple Excel files, but after uploading, the folder structure will be dissolved and all files will be registered in parallel under the root folder.
In the future, we plan to provide features for importing into specific folders and maintaining folder structures during import.
We also plan to provide a feature to cancel uploads after the import has been executed.
[Screen Specification_Invoice Processing Input.xlsx]
Documents imported from Excel can be referenced in chat using @mentions, just like other documents.
Documents imported from Excel retain elements such as font color and strikethrough, and when you give instructions in chat, the system can interpret and respond based on those elements.