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Import CSV files

Import CSV files

Owned by Yashna Chhatwal (Unlicensed)
Last updated: Apr 13, 2020
2 min read

You can use this feature to import your CSV file so that you can use the data in the rest of your Automation. We can use either a file object or a public URL that points to your CSV file in order to get your data.

Import a CSV file from a public URL, File field from another Automation step, or entered text. Limited to 150k (around 1000 rows). Output is a line-item field for each column, and a text field with CSV file contents. When you do your Test Step, you'll only see the first 50 rows of your CSV file, but when your Automation runs all rows will be processed.

Steps to import CSV files :

After selecting Utilities as the Action Event:

  1. Fill in the following fields:

    1. Transform: select Import CSV File

    2. CSV File: add the file that you want to import by clicking the dropdown menu. This field can accept a file from a previous step, a public URL that points to your CSV file, or even text entered in CSV format.

    3. Force First Row as Header Row(Optional): in most cases, this option can be left as no. If you’re not able to pull in any header fields (this will appear as false) during the test, revisit this step and select Yes.

    4. Type of CSV file(Optional): by default, the transform utility will try to detect the type of CSV file. If the file type isn't being recognized, you can select it in this dropdown menu.

  2. Test your step: Now test how your data appears after it's transformed by Formatter. There are three output fields:

    • header - header found in the CSV file.

    • csv_text - a text field that includes all of the text from the CSV file.

    • line-items - line-item fields for each of the CSV file's column values.

As the output from this action is in line-item format, this means that data can only be inputted into actions that support line-items fields. 


Reference for UI:

 

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