How To Use CSV upload Files As Input



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How To Use CSV upload Files As Input

The CSV file format is pretty common when dealing with contact lists, a product list, and customer email addresses in your CRM or email marketing software.

Import CSV Input File In TexAu

Dealing with CSV files is very similar to Google Sheets. The only difference here is that you can not consolidate workflow output data to the CSV format or write on it. For this, you would need Google Sheets.

Import CSV Files In Automation Modules

First, click "CSV FILE UPLOAD" at the bottom to open the CSV dialog box to upload your CSV source file:

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Drag and drop your input file in the CSV importer window or click "upload a file" to select the CSV sample file on your computer:

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TexAu will show you the basic file description of your import file with its column headings and field values.

TexAu will pre-map the columns on your CSV import file.

Optional parameter: If you have column headings on your import CSV file, don't forget to check the box "Does this CSV have the first row for headers?"'

Then for each column, select the corresponding variables in the dropdown labeled "select matching input field" that TexAu needs to read the CSV header row to process the data.

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💡 Quick Tip: Depending on your location, language, and OS, you may have CSV file type formatting issues. This is a source of common errors: The sample CSV file may appear as valid but when opened on Excel, it might have compatibility issues when used in TexAu or other tools. It's especially true with foreign and special characters in other languages than English.

Our recommendation: import the CSV file to a google sheet and re-download it as CSV. It will be formatted in UTF-8 format. Neat.

The difference with Google Sheets input is that TexAu will only show the required input variables to process the automation. Those field names will differ depending on each automation module settings.

In the example below, the required column names are "Website URL" and "Max Depth":

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Those are the field names that you will have to map in the CSV importer modal:

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Now that you mapped the variables to the column headings on your CSV import file click the blue button labeled "Execute CSV" to launch the automation:

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Import CSV Files In Automation Workflows

In automation workflows, CSV import is a similar process but looks different.

First, click on the upper menu called "Variables":

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Here, create a local variable:

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Give a name to your local variable and leave the "variable value" field empty. That's because we will take that value from the CSV column header itself.

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Once you have created your local variable, add it in the first automation in the workflow via the "insert variable" button next to the input field:

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Click on the "CSV/Sheet" upper menu, select "CSV File", then import your CSV upload file:

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Finally, let's map that local variable to the CSV column headings that contain the data we want to process. Simply make the correspondence between the column headings numeric fields and the variable you want to map. You can then pick the variable from the drop-down list.

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To run this automation, click on "Execute CSV". Done!

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Updated 12 May 2022
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