Request for Assistance in Automating Multi-Account Login and Excel Report Download Using UiPath

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Hello there,

I hope this message finds you well.

I am new to UiPath and I need help in a create automate process.

I am currently working on an automation project using UiPath to download Excel reports from a web-based software. The process involves logging into the software using a User ID and password, navigating through the application, and exporting reports in Excel format. I have successfully developed the process for a single account by accessing the login credentials from an Excel file.

However, my goal is to extend the automation to handle multiple user accounts, where the User ID and password for each account are stored in the same Excel file. The process for each account would be the same, and I would like the automation to iterate through the accounts and execute the report download one by one.

I would appreciate your guidance on how to achieve the following:

  1. Accessing multiple User IDs and passwords from an Excel file : I would like to use UiPath to read the credentials from the Excel file dynamically.
  2. Iterating through each user account and performing the same automation tasks : The automation should log in, navigate, and export the report for each user account in a loop.
  3. Ensuring a seamless workflow : I want to ensure that the process is robust, efficient, and handles any errors gracefully.

Could you please advise on the following UiPath activities or approaches that I should use to implement this automation:

  • How can I loop through multiple rows in Excel to retrieve the credentials (User ID and Password)?
  • Which activities are best suited for logging in dynamically with each set of credentials and navigating through the software interface?
  • Any recommended practices for handling errors, timeouts, or unexpected changes in the web application’s structure during the automation?

I would be grateful for your insights and any best practices you can provide for building this multi-account automation. If you require any additional information or have further questions, please feel free to reach out.

Thank you in advance for your support.

Best regards,
Mayank Ranpura

2

Hi @mayank.ranpura ,

is your workflow built in separate modules? then you can use arguments for your log in xaml and use those in the type into activities. you would access the data using Currentrow() either with index or column name.

Although i would suggest you to make a datatable of credential asset names loop through that datatable and in the log in xaml make Get credential dynamic with in arguments.

find an example below

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