Excel

Excel is the most widely used spreadsheet format for tabular business data, from account lists to product catalogs. With BonData, you can upload an Excel workbook directly to create data entities that integrate seamlessly with your Agent workflows - no external system required.

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Uploading a File

BonData reads your workbook, discovers every sheet, and turns each one into its own entity.

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Step 1: Prepare Your Workbook

1. Header Row: The first populated row of each sheet is used as the column names
2. One table per sheet: Each worksheet becomes a separate entity, named after the sheet
3. Consistent rows: Keep the same columns across all rows in a sheet

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Step 2: Upload in BonData

1. Navigate to Integrations and click Add Data Source
2. Select Excel as the source type
3. Drag and drop your .xlsx or .xls file, or click to browse and select it
4. BonData scans the workbook and lists each sheet with its detected columns and row count

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Step 3: Select Sheets and Confirm

1. Choose which sheets to import as entities
2. Review the detected columns for each sheet
3. Confirm to create the entities

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Primary Key Detection

BonData automatically detects a primary key by finding a column whose value is unique and present across every row in the sheet. If no single column is unique on its own, BonData supports composite keys - a combination of columns that together uniquely identify each row. You can override the detected key when confirming the entity.

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Required Fields

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Available Data

• Sheets as entities - Every worksheet in the workbook becomes its own entity
• Columns from the header row - Column names and data types inferred from the sheet header and values