Next we will extract data from the opened Excel file. Change the Launch Excel parameter to and open the following document then make the document path reference Excel_File_Path variable. Input the folder path and file name in the To field. Open Power Automate Desktop and create a new flow.Īdd the 1st flow action Set Variable. It is time to build a Power Automate Desktop flow to perform data entry from Excel to a website.
We have now created the insurance claims data in Excel and and the Insurance Claims web form in Microsoft Forms. If you don’t want to type this out manually, you can get the Excel file from my Github repository. The path to my spreadsheet is:Ĭ:\RPA\WriteExcelToWebForm\MedicalClaims.xlsx When saving the spreadsheet make a note of the filename and folder path where it is stored. We also require an Excel spreadsheet with insurance claims data to enter into the website’s form. Make An Excel Spreadsheet With Insurance Claims Data We will use the web address to tell our Power Automate Desktop flow where the Insurance Claim Form can be found. Once we are finished setting up the web form we click on the share button to obtain the form’s web address.
The form should these 4 fields with the following data types: If you don’t have access to Microsoft forms just use the insurance claim form I created here. We can use Microsoft Forms – a free form builder that comes with your Office 365 license for this purpose. To do this example we need to build an insurance claim form to open in our web browser. Using Power Automate Desktop the company automatically enters each claim into a form on their insurance company’s website.Ĭreate An Insurance Claim Form With Microsoft Forms Introduction: The Insurance Claims WebsiteĪ construction company has a list of employee insurance claims in an Excel spreadsheet.
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