Spreadsheet Document Management

Overview

The spreadsheet conversion tool has an optional feature to attach document files (PDF, XLS, DOC, etc.) to accounts, events. 

⚠️Note: This feature is slated to be released with the June 2026 major release.

Holding Area

Since there can be a lot of these files, it is not feasible to upload them every time we do a spreadsheet conversion. Typically, the process goes something like this:

1. Upload the initial set of documents at the beginning of the conversion process.
2. Run multiple conversions in sandbox to fix any data problems, saved state, etc.
3. Upload the final set of documents just before the final conversion takes place.

Upload Tool

Because these document uploads can be quite large -- in the multiple gigabytes -- it is also not feasible to upload them via the support app. Doing large uploads via the web is very difficult and trouble-prone. To resolve this, we have added a special upload tool -- a Windows desktop -- to handle the uploads.

Don't Panic

When you first go through this process, it may seem very confusing and overly complex. Once you have done it a few times, though, it will begin to feel natural.

How to Upload Documents

Prepared Your Documents

Presumably at this point you have a folder full of documents that a client has sent you. If you haven't already, you will need to download them all to your local PC.

If the client sent you a ZIP file, then you are ready to go! It's also fine if they sent multiple ZIP files -- just do the same process for each one.

If you just have a folder full of files, you will need to combine them together into a ZIP file. There are a number of ways to do this

• Built-in Windows features
• WinZip
• 7Zip

You will need to use one of these tools to compress all of the documents into a single .ZIP file.

Starting the Process

It is under Tools > Conversion Tools > Spreadsheet Conversion. There is a new "Manage Spreadsheet Documents" button.

Clicking the button will bring up a slider with a lot of stuff in it. Don't worry, we will go through each step.

Download the Tool

If you haven't already, click the link at the top of the slider to download the Spreadsheet Document Uploader tool. Once you download it, you will need to unzip it and then move the Spreadsheet.Document.Uploader.exe file to somewhere you can easily find it when you need it.

From now on, we will refer to the Spreadsheet Document Uploader this simply as the Uploader.

Select a Slug

You will need to select a Slug to indicate which client you are working with.

Start up the Uploader

Double-click the Spreadsheet.Document.Uploader.exe file and you should see this:

Step 1 - Select a ZIP file

1A - Browse for your ZIP file

Click the Browse... button to select the ZIP file you created earlier that contains the documents. (You can also drag and drop the ZIP file onto the Uploader.)

1B - Copy Request Payload to Clipboard

Once you have selected your ZIP file, you will see some gobbledygook on the screen. This is the Request Payload - click the Copy Request Payload to Clipboard button.

1C - Return to Support App and Initiate Upload

Return to the Support App and paste the Request Payload into the appropriate place on the screen. You can now click the Initiate Upload button.

Step 2 - Begin the Upload Session

2A - Copy the Upload Session

After you click Initiate Upload, you will now see another chunk of gobbledygook on the screen. This is the Upload Session. Use the clipboard icon to copy it to the clipboard.

2B - Start the Upload Session

Switch back to the Uploader and paste the Upload Session into the appropriate place. You are now ready to click Start Upload.

The uploader should give you a visual indication of the progress ...

... and then it should indicate that the upload is complete.

Step 3 - Monitor the Upload

During the upload, you can also see it working by clicking the Refresh button and looking under Uploads in Progress.

Step 4 - Explode the Files!

Click the Refresh button again, and you should see your file under ZIP Files Waiting to Explode Click the Explode button!

This will kick off a long-running task -- we have to unzip (explode) all the files and place them into an Exploded Documents holding area. You can monitor this in the Support Tool Logs area.

How Many?

Once the explode tool has completed, go to the Conversion Tools page, locate the client slug and click the information icon. There should be a section labeled Exploded Documents that indicates how many document files are in the holding area.

Congratulations!

Once your files are in the Exploded Documents area, they will be automatically picked up and included in any future spreadsheet conversion that you run for this client. Keep in mind that the FileName column in the spreadsheet must match exactly with the physical document files you have uploaded.