| name | excel-data-import |
| description | Import, merge, and transform data from Excel (.xlsx/.csv) files using YAML-driven configuration. Use when the user asks to: (1) import data from Excel/CSV into a template, (2) batch-process multiple files in a directory, (3) merge/consolidate data from multiple sources, (4) map and transform columns with validation rules, (5) do incremental data updates on existing spreadsheets. 当用户要求导入Excel、CSV导入、表格数据导入、Excel数据合并、批量处理Excel、字段映射、数据校验、 表头自动检测、增量更新Excel、多sheet合并时使用此技能。 Supports Chinese field names, multi-layer merged cell headers, auto header detection, CSV (auto-encoding), custom validators, and multi-source imports.
|
Excel Data Import
Configuration-driven data import from Excel and CSV files with field mapping, validation, and batch processing.
Prerequisites
- Python 3.8+
- Required:
pip3 install openpyxl pyyaml
- Optional:
pip3 install python-calamine (for .xls legacy format)
Quick Start
task_name: "人员信息导入"
source:
file_path: "data/source.xlsx"
sheet_name: "Sheet1"
header_row: 1
key_field: "身份证号"
target:
file_path: "output/result.xlsx"
sheet_name: "人员信息"
header_row: 2
data_start_row: 3
field_mappings:
- source: "姓名"
target: "员工姓名"
required: true
- source: "身份证号"
target: "身份证号码"
required: true
validate: "id_card"
- source: "部门"
target: "所属部门"
default: "待分配"
error_handling:
backup: true
python3 scripts/excel_import.py import_config.yaml
python3 scripts/excel_import.py import_config.yaml --dry-run
Import Modes
| Mode | Source Config | Use Case |
|---|
| Single file | source.file_path | One-to-one import |
| Directory batch | source.type: "directory" | Process all files in a folder |
| Multi-source | sources: [...] | Merge from multiple files |
| CSV | .csv file_path | Auto-encoding detection (UTF-8/GBK/GB2312) |
| Legacy .xls | .xls file_path | Requires python-calamine |
| Auto header | header_row: "auto" | Detect header in complex sheets |
For full parameter docs, see data-mapping-guide.md.
Key Features
- Incremental update: Match by
key_field, update existing or append new rows
- Multi-layer merged headers: Auto-detect and expand merged cell values
- Validation rollback: Failed rows are skipped entirely (no partial writes)
- Source deduplication: Duplicate keys across files are merged
- Auto-create target: Template generated from field_mappings if missing
Built-in Transforms & Validators
Transforms: strip, upper, lower, title, int, float, date
Validators: required, not_empty, id_card, phone, email, numeric, range, regex, length
For advanced usage, see advanced-features.md.
CLI Options
| Option | Description |
|---|
--dry-run | Preview mode, no file writes |
--verbose | Detailed per-record output |
--no-backup | Skip target file backup |
Reference Documents
Workflow
- Read user's import requirements and source/target file info
- Create or adjust YAML config file
- Run
python3 scripts/excel_import.py <config.yaml> with --dry-run first
- Review output, fix issues, then run without
--dry-run
- Check the JSON report alongside the output file
