Kofax Insight Studio > Records > Create records > Use an Excel file as a source

Use an Excel file as a source

You can use an Excel file as a source type for your record.

  1. On the Mapping tab, in the Sources section, click the Add icon to add a new source table.

    The Add Source window appears.

  2. In the New source type section, select File and navigate to an Excel file by clicking the ellipsis button.
  3. In the Select new source section, select the Excel spreadsheet to upload.

    Fields from your file appear on the Fields tab. If the source type File is selected, the storage type is automatically changed to Precalculated Overwrite.

    After you save the fields from the Excel file, they appear in the database table.

  4. Click OK to exit the Add Source window and return to the Mapping section.