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Could you provide an example of how to prepare an ‘ETL configuration XML file’ for use in the ‘Excel ETL’ step of a workflow?

In my use case, I need to extract a list of case numbers from an Excel sheet and iterate through each case number to copy and move their corresponding documents.

Hello ​@habEshete 

Welcome the DocuSign Community!
 

Preparing an ETL configuration XML file for use in an Excel ETL step of a workflow typically involves defining:

  • The source Excel file path

  • Sheets or ranges to extract from

  • Target database/table or output structure

  • Column mappings and data types

  • Transformation rules (if needed)

Example: 

<ETLConfig>
  <Source>
    <Type>Excel</Type>
    <FilePath>C:\Data\SalesData.xlsx</FilePath>
    <SheetName>Q1_Sales</SheetName>
    <HasHeaders>true</HasHeaders>
  </Source>

  <Target>
    <Type>Database</Type>
    <ConnectionString>Data Source=MyServer;Initial Catalog=SalesDB;Integrated Security=True;</ConnectionString>
    <TableName>Sales_Q1</TableName>
  </Target>

  <Mappings>
    <Column Source="Date" Target="SaleDate" DataType="DateTime" />
    <Column Source="Product" Target="ProductName" DataType="String" />
    <Column Source="Amount" Target="SaleAmount" DataType="Decimal" />
  </Mappings>

  <Transformations>
    <!-- Optional: Define transformation logic if needed -->
  </Transformations>
</ETLConfig>

Thanks!

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