Connecting the connection Excel file to the data map

  • Published on Jul 2, 2025
Prev Next

When using the connection Excel file for establishing the connection to Sharepoint, D365 FSCM, MODUS M365 dox42 Document Automation, SAP or D365 CE | Dataverse environments, you need to connect the data map with the connection Excel file.

Prerequisite

Steps

  1. In Microsoft Word, Excel or PowerPoint, go to the dox42 ribbon and select Data Map.

    Toolbar displaying various functions like Generate, Data Map, and Refresh Template options.

    dox42 ribbon in Microsoft Word

    The Data Map Designer window opens.

    Data Map Designer interface showing various data source options for integration.

    Data Map Designer window

  2. Select the Excel data source.
    The Excel window opens.

    Excel data source initialization window with fields for name and file selection.

    Excel window

  3. Select Pick Excel file to choose the file you have just created.

  4. In the File text field dynamize the path of the connection file by using the <%DocPath%> variable.
    Example: <%DocPath%>..\Connection.xlsx

    Excel data source configuration with fields for name, culture, and file path.

    Excel window with configuration

    Note

    The ..\ tells the system to look a level above in the folder structure and there it will find an Excel file named Connection.xlsx. Using <%DocPath%> makes it possible to copy the data map and insert it to another template folder without the need of changing the path.

  5. Select the Data Source Output tab.

  6. Select First Row of selected Range contains Column Names checkbox.

    Excel data source output settings with options for data range and field types.

    Data Source Output tab in Excel window

  7. Select the … button to select the fields from the Excel file.
    The Excel file opens.

  8. Mark the area with all the data.
    It is sufficient to only mark the header row.

    Excel interface showing SharePointSite and D365URL in a spreadsheet format.

    Excel file with marked data

  9. Close the Excel file.
    The data that has been marked will be taken over in the Data Range field.

  10. Select the Read until first emply cell checkbox for one of the fields.
    By selecting this box, you make sure that all data rows are included, if your Excel data source contains various rows. It is important to select the checkbox for a field that contains values in every row, e.g. an ID field

    Excel data source output settings with highlighted fields for configuration.

    Excel window

  11. Select the OK button.
    A new Excel data source has been added.

  12. Select Save.

Result

You have connected your data map with the connection Excel file.