Data to CSV
Data to CSV takes a list of records (for example customers, orders or analysis results) and turns them into a table in CSV format, which you can open in Excel or Google Sheets, or import into other tools.
Each record becomes a row and each field a column. Columns are sorted alphabetically by name; if a record is missing a field, that cell is left empty.
When to use it
- Produce a CSV report with the day’s orders to send by email.
- Export the data an agent extracted from several documents so you can review it in a spreadsheet.
- Prepare a file to import into your CRM or accounting software.
- Save a log of each run’s results to a cloud folder.
Configuration
| Field | What it does |
|---|---|
| File Content (required) | The list of records you want to turn into a table. |
| File Name | Name of the generated file. Default: data.csv. |
| Field Separator | Character that separates columns. Default: comma (,). Use ; if the file will be opened in a spreadsheet configured for a language that uses the comma as decimal separator. |
| Row Separator | Separator between rows. Default: a line break (\n). You normally don’t need to change it. |
| Quoting | When enabled, every value is written in quotes. When disabled, only values that contain the separator, quotes or line breaks are quoted, so the table stays valid. Enabled by default. |
Output
- File Data: the CSV file with the name set in File Name, to pass on to the components that work with files.
- CSV Text: the table content as text, in case you want to display it or send it in a message.
Example
Every Friday you want to send the sales team a list of open opportunities.
- Get the opportunities from your CRM and connect them to File Content.
- Enter
opportunities.csvin File Name. - Pass the File Data output to the component you use to email the sales team.
- Schedule the flow to run every Friday from the Scheduler.