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PreProcessor with an Excel File

  • 1.  PreProcessor with an Excel File

    Posted 08-20-2021 08:43
    Good morning folks!

    Hope everyone is doing well!

    Main issue: I need to run a pre-processor before a file runs, and the file is an Excel document. 

    I am working on a project that needs a pre-processor, but the file we are getting from the client is an XLSX.

    The project goals are unique compared to our other clients:
    1. If the account isn't in the system, load as normal.
    2. If the account is in the system, but not on the new business file, close the account in the system.
    3. If the account is in the system and on the new business file, and the balances do not match, run an adjustment so balances match.
    4. If the account is in the system and on the new business file, and the balances match, do not take any action.

    With other clients I know how to set the pre-processor to run the stored procedures to manage the whole project, but I can't get past how to do it with an Excel file.

    Even if I can just run a stored procedure through the pre-processor to change the status and qlevel to one of our 998 it would give me what I needed to alter everything else.

    Thank you!
    Jay
    #Exchange

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    Jay McKenzie
    Balanced Healthcare
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