CSV Parser by FlowMattic

The CSV Parser by FlowMattic is a powerful tool designed to help users effortlessly parse CSV files into structured JSON data. This allows you to automate the process of reading and processing CSV files without the need for complex coding or manual intervention. It’s especially useful for users working with large datasets that need to be transformed into formats compatible with other systems or applications. Whether you’re dealing with customer data, sales records, or any other type of structured data, this tool helps you streamline your workflows, making data integration and automation seamless.

FlowMattic’s CSV Parser is ideal for a variety of use cases, such as populating CRMs, updating databases, or syncing information with third-party platforms like Google Sheets. By converting CSV data into JSON, it enables you to take full advantage of FlowMattic’s broader automation capabilities, from triggering further actions to passing data between applications. With a few simple steps, you can set up and utilize the CSV Parser in your workflows to save time and increase efficiency in your daily operations.

Setting Up a CSV Parser by FlowMattic

Here’s a step-by-step guide to setting up the CSV Parser by FlowMattic within your workflow:

Step 1: Create a New Workflow

Go to the Flowmattic Dashboard, where you can manage and create workflows. To start a new workflow, click the “New Workflow” button located in the top-right corner of the Dashboard. This will begin the process of creating your new workflow.

Step 2: Add the CSV Parser and Select Action Event

• Add the CSV Parser Tool:
  Click the “+” icon in your workflow and search for “CSV Parser”. Select it from the list to add it as an action step in your workflow. This will enable you to process CSV files automatically.
• Choose the Action Event:
  Select the action event “Parse CSV File”, which converts the CSV file (or its URL) into JSON format. This prepares the data for use in the next steps of your workflow.

Step 3: Configure the Settings

• Enter CSV file URL: You need to provide the direct URL where your CSV file is hosted. This could be a link to a file stored on any platform that supports publicly accessible URLs, like Google Drive or Dropbox. Make sure the URL is accessible so FlowMattic can fetch the file and read its contents.
• Set Header Row: If your CSV file has a header row (the first row with column names), select “Yes”. This will help FlowMattic recognize the column names and treat the data appropriately, so it can be used in future steps of your workflow. If there is no header row, select “No”, and FlowMattic will treat the first row as data, not headers.

Step 4: Test and Save the Workflow

• Once the configuration is complete, use the Test Action feature to verify that the CSV file is parsed correctly. This allows you to check whether the data is properly converted into JSON and ensures that the output formatting meets your expectations.
• After testing, click Save & Close. This will finalize the CSV parsing setup, making it ready for use in your workflow. You can now reference the parsed data in subsequent actions or integrate it into other applications seamlessly.