How to Convert XLS and X12 to XML

This document explains how to convert .xls, .xlsx, and X12 files (.xml or .txt) into envelopes using the built-in converter

Convert .xls, .xlsx, and X12 files (.xml or .txt) to envelopes.

This uses the built-in converter.

Create a conversion rule

1. Create a new conversion rule.

2. In the first window, upload a sample file in the required format.

3. In the second window, write the conversion rule.

   • Use XPath to map values into the target fields.

4. Run the rule.

5. Check the output in the third window.

6. In the Name field, add a regexp for matching input files.

7. Save the conversion rule.

Convert files automatically

Put files with matching names into the inbox or outbox folder.

They will be converted to envelopes automatically.