Using Document Agent to Parse Excel/CSV Files

[RameshSangili]

As of Infinity 25.1.1, Doc AI supports the following extensions.

Converting CSV to PDF file is a good solution. However, if there are requirements to parse multiple sheets then I recommend using OOTB activity to parse the data. Please find the below link on OOTB activity to parse excel.

Streamlining Data Entry in Pega Constellation Applications with pxParseExcel

In Pega Constellation and Traditional UI applications, the pxParseExcel feature provides an efficient solution, enabling users to import Excel spreadsheets and automatically convert the data into Embedded Data. This article demonstrates how to leverage pxParseExcel, complete with step-by-step instructions and screenshots, to simplify the process and enhance user experience. Step-by-Step Guide Step 1: Prepare and Import the Excel Template Create an Excel file containing all the required Custom…