Excel Template Transform Suite
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About this skill
Data Mapping Problem
When importing data into Kingdee EAS Cloud, Kingdee AI Suite, or similar systems, source Excel files often use different column names, value formats, fixed fields, or concatenated fields than the target import template. Manual column copying is error-prone, and the rules are hard to reuse for the next batch of files. The Excel Template Transform Suite turns the “source data → target template” cleanup process into configurable mapping rules so similar import tasks can be executed consistently.
How the Transform Works
The suite coordinates two sub-skills: ett-template-config for creating, inspecting, and adjusting template mappings, and ett-data-transform for running single-file or batch conversions. The core script scripts/ett_transform.py is included, and conversion relies on openpyxl and pandas. On first use, it confirms a workspace directory such as ~/ett-workspace/, where assets/ stores mapping JSON files and output/ stores converted results.
It supports several mapping types:
- direct: copy a source column value;
- fixed: insert a constant value;
- value_map: translate source values through a lookup table;
- conditional: choose a value based on conditions;
- concat: join multiple fields;
- lookup: search an external Excel file;
- sequence: increment values by row;
- formula: calculate expressions.
Presets cover two common paths: Kingdee Cloud Enterprise → EAS Cloud with 9 business objects, and Data Cleanup → Kingdee AI Suite with 74 configurations. Accounting subjects, customers, suppliers, departments, vouchers, asset cards, and other templates can be reused directly, or inspected under presets/ and adapted into new mappings.
Usage Boundaries
This suite fits scenarios where source fields and target fields can be described explicitly, especially import tasks with stable template structures. If the target system also requires complex validation, permissions, or business-rule judgment, the final file still needs human review. When using a preset, prepare the matching target Excel template by exporting it from the Kingdee system or creating a blank template according to the import format.
Use Cases
- Before importing into EAS Cloud, map Kingdee Cloud exported account files to an EAS account template using the built-in preset and save the result to output.
- Batch-convert customer and supplier source sheets into Kingdee AI Suite import templates with reusable mappings, then store the outputs in the configured workspace directory.
- Create a custom target mapping with direct, value_map, concat, formula, and lookup rules when no preset matches the target import layout.
- Use lookup and conditional rules to resolve unit codes or classify subject types for cross-table source data before generating the final Excel file.
Best For
- Finance implementation consultants who must convert Kingdee Cloud account, customer, and supplier exports into EAS Cloud import templates.
- Data administrators responsible for Kingdee AI Suite initialization and repeated cleanup of customer, supplier, material, and voucher templates.
- Business system operators who batch-convert multiple source sheets into target Excel files using fixed mapping rules.
- Developers who need to configure value_map, lookup, formula, and conditional rules for custom import templates.
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