Installation
Prerequisites​
- Frappe Framework v15 or newer
- ERPNext (optional — Excel View works with plain Frappe too)
- Python 3.10+
- Node.js 18+
Install the App​
# From your Frappe bench directory
cd /path/to/your/bench
# Get the app
bench get-app https://github.com/Ujjwal-Aggrawal2279/Frappe-Excel-.git
# Install on your site
bench --site yoursite.local install-app excel_view
# Migrate (creates the Excel Workbook DocType)
bench --site yoursite.local migrate
# Build the JS/CSS assets
bench --site yoursite.local build --app excel_view
:::tip Asset Build
If you're in developer mode, you can also run bench watch to automatically rebuild assets when source files change.
:::
Python Dependencies​
Excel View uses the following Python packages (automatically installed with the app):
| Package | Purpose |
|---|---|
rapidfuzz | Fuzzy matching for Smart Lookup header detection |
networkx | Graph traversal for IntelliFlow join discovery |
scikit-learn | TF-IDF vectors for AI discovery layer |
pdfplumber | PDF data extraction |
These are listed in requirements.txt and installed automatically by bench get-app.
Verify Installation​
- Open your site in the browser
- Navigate to any DocType's list view (e.g., Customer)
- Click the View dropdown in the list view toolbar
- You should see Excel View as an option
If Excel View does not appear, check:
- The app is installed:
bench --site yoursite.local list-apps - Assets were built: re-run
bench --site yoursite.local build --app excel_view - Clear browser cache (Ctrl+Shift+R)
Permissions​
Excel View inherits Frappe's standard DocType permissions:
- Read access → can open the grid (read-only mode)
- Write access → can edit cells and save
- Create access → can add new rows
- Delete access → can delete rows via right-click menu
No additional permission setup is required after installation.
Upgrading​
cd /path/to/your/bench
# Pull latest changes
bench update --pull
# Or update just this app
bench get-app excel_view # re-fetches from GitHub
# Migrate and rebuild
bench --site yoursite.local migrate
bench --site yoursite.local build --app excel_view