Converting Excel file to XML file

Please note, clicking the “Save As” option will not convert your file.

Before we start preparing the excel file for conversion, you MUST save the XSD Schemas and Excel templates
to your computer where you can easily access them. XSD Schemas are required for mapping and converting
your Excel file to an XML file.

Steps below will walk you through the process.

1. Here, we’re creating an AAR Make Real Estate XML File

Ensure Tag
requirements
matches exactly as
stated on the XML
File Specification
document.
PrincipalAmount

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2. On the Developer tab select “Source” to find the correct XSD Schema to start your XML mapping. To
add the Developer tab to your ribbon follow these instructions:
a. File
b. Options
c. Customize Ribbon
 Main Tabs
 Select Developer
 Click Ok

3. An “XML Source” window will pop up on the right hand side click on “XML Maps”

Make sure you

4. Click on the “Add” button to find the XSD Schema that is saved on your computer and hit “OK”, and
“OK” again to apply.

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5. Now you would need to apply your XML Mapping to your file, simply hover over and drag the second
file folder over the Tag requirements (Row 1) and drop.

6. Below is your results of the mapping:

PrincipalAmount

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 7. On the Developer tab, click on “Export” and save your XML file on your computer; ensure you are
saving with an xml extension.

8. Now when you are ready to file your annual assessment you will have your supporting loan list ready
for upload.

Sample XML file:

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