CSV

Introduction

The CSV library within the Automate platform offers powerful actions for handling CSV files, providing users with the ability to read and export data efficiently.

The purpose of the CSV library is to streamline data processing workflows by enabling users to manipulate CSV files directly within Automate. This component facilitates tasks such as reading CSV data for automation and exporting CSV files to Excel for further analysis.

What is CSV?

The CSV library in Automate allows users to interact with CSV files, a common format for tabular data storage. Users can perform actions such as reading CSV files to extract data and exporting CSV data to Excel files for reporting and analysis.

Key Features

• Export to Excel: Export CSV data to an Excel file effortlessly.

• Read CSV Data: Read CSV files to utilize data within automation workflows.

• Customizable Options: Configure CSV actions with various parameters for flexible usage.

How To Use Action

Export to Excel

Description: The Export to Excel action allows users to export CSV data to an Excel file.

Usage:

1. CSV Source:

   • Select the variable containing the CSV source data.

2. Excel Path:

   • Specify the path where the Excel file will be exported.

3. Assign Excel File Path:

   • Choose a string variable to assign the full path of the exported Excel file.

Read

Description: The Read CSV Data action is used to read a CSV file and retrieve its contents for use in workflows.

Usage:

1. File Path:

   • Define the path to the CSV file to be read.

2. Open Option:

   • Select the desired open option:

     • Read Only: The file cannot be changed or saved.

3. Contains Header:

   • Check this option if the CSV file contains a header row.

4. Assign CSV Source Data:

   • Select a datatable variable to assign the CSV source data.

5. Assign File Path:

   • Choose a string variable to assign the file path of the CSV file.

Hint

• For CSV files exceeding 250 MB, consider splitting the file into smaller parts or using alternative processing approaches to maintain compatibility with Autom Mate workflows.

Warning

• Limitation: CSV files larger than 250 MB will not be processed by the CSV Read action.

• Attempting to process oversized files may result in action errors or workflow disruptions.

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