Excel & CSV upload template conversion

Convert exported Excel or CSV files into the upload template you need

If you repeatedly adjust column names, order, fixed values, dates, or codes before uploading an exported file into another system, turn that preparation process into reusable rules. If you have an example of the target import file, BOMU can also compare source and result files to generate the rules automatically.

File data is processed in your browser. BOMU saves reusable transformation rules, not the contents of your source file.

Recurring workflow problem

When every import starts with manual spreadsheet cleanup

This focuses on transforming files you already exported into a required import structure, rather than connecting directly to an external API.

1

The exported headers do not match the field names in the upload template

2

Every upload requires fixed values such as Source, department code, or country code

3

Dates, phone numbers, and status codes must be reformatted before the file can be imported

Manual Before → BOMU After

Example: exported file → upload template

Manual Before Source
CompanyName PhoneRaw CreatedDate Status
BOMU Trading 010 1234 5678 2026.08.17 Pending
Hanbit Co. 010-9999-8888 2026.08.17 Complete
BOMU After Transformed result
Company Phone Date StatusCode Source
BOMU Trading 01012345678 2026-08-17 READY WEB
Hanbit Co. 01099998888 2026-08-17 DONE WEB
Rule

Rules to configure in BOMU

  1. 1 Rename exported headers to the field names required by the import template
  2. 2 Reorder columns into the required upload sequence
  3. 3 Add Source and fill every row with the fixed value WEB
  4. 4 Map Pending to READY and Complete to DONE
  5. 5 Check required values, then download the result as CSV or XLSX

A good fit for these recurring tasks

Recurring files prepared for an internal system import
Client, vendor, or institution-specific Excel and CSV submission templates
Accounting, finance, sales, and operations exports that must be reshaped before import
Any workflow that rebuilds the same upload template by hand for every file

Frequently asked questions

Does BOMU connect directly to the destination system API?

No. The current workflow transforms an Excel or CSV file you already exported, then lets you download the result for the destination upload process.

What if the upload template requires a column that does not exist in the source file?

Add a fixed-value column for fields such as Source, department code, country code, or another value that should be repeated on every row.

Can I check missing required values before uploading the file?

Yes. Required-value checks can identify missing cells before download so you can catch problems before the import step.