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TemplioniX Excel Add-in

The TemplioniX Excel Add-in connects Excel data with your TemplioniX templates. You can select a spreadsheet range, map columns to template fields, configure output settings, and generate documents in bulk.

TemplioniX Excel Add-in flow

The typical workflow is:

  1. Connect your TemplioniX account with an API key.
  2. Select a document template.
  3. Map Excel columns to template fields.
  4. Configure repeating sections if the template contains table-like data.
  5. Configure output format and file names.
  6. Generate documents.
  7. Check generation jobs and download results.

Use the short pages in this section as a step-by-step guide. If your template contains invoice items, order rows, or any other repeated table data, read Repeating Sections before generating documents.