Can we perform Excel Add In Automation?

Help Studio
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1

I have a requirement to automate tasks involving an XLSM file with an Excel add-in called “Corptax.” The automation process includes the following steps:

  1. Opening the XLSM file.
  2. Logging into Corptax using the Excel Add-In.
  3. Performing various Excel operations using the add-in’s features.

However, I’ve encountered several issues:

  • Some UI elements within the Excel add-in are being detected and validated correctly, but the expected outcomes are not achieved during the bot run.
  • Recently, the add-in has disappeared from Excel. Despite multiple attempts to re-add it, the issue persists.

I would appreciate any advice or solutions to address these challenges and ensure smooth automation.

2

In my opinion using xlsm or macros in excel is not suitable, I would just try to replicate what the macro does in RPA code and using a simple xlsx file/template. The log in part achieved via add-in, this might need to be investigated with your IT or whoever is responsible for corptax if it is possible to log in via web or if you are posting/reading something if it can be achieved via APIs.