Import CSV files into Zaps

• In the Zap editor, click the Action step, or click the plus + icon to add a step to your Zap.
• Select Format.
• Click the Event dropdown menu and select Utilities.
• Click Continue.

Next, set up the action:

• Click the Transform dropdown menu and select Import CSV File.
• Click the CSV File field and select a file from a previous step.
• In the Force First Row as Header Row field:
  • If your CSV has heads fields in row 1, select No.
  • If you’re unable to load your header fields, select Yes. The Zap will attempt to pull headers for you.
• In the Type of CSV file field:
  • If you select Detect Automatically, the Zap will try to detect the file type.
  • If your file isn’t recognized, you can select the file type from the dropdown menu instead.

• Click Test & Review. If the import is successful, you will see two output fields:
  • 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.
• If the header field is true, a header was found in the file.

After importing your CSV file with Formatter, you can use the line items in the rest of your Zap.

I don't see my full CSV file when I run a test step

The test step is limited to 1,000 characters of text and 50 line items. When the Zap runs, it will import the full CSV file.

Error: CSV Import only supports file sizes < 150K

The Import CSV File utility only supports importing files that are 150 KB or less in size (around 1,000 rows of a 10 column CSV file). You'll need to split the CSV file into multiple files if it's too large.

Error: Could not determine delimiter

The CSV file you're trying to import doesn't use a recognized delimiter (commas, semi-colons, tabs), or the delimiter wasn’t recognized. If you know your delimiter or you have a One Column CSV, you can select it in the Type of CSV File option.

Error: utf8 codec can't decode byte xxx in position yyyy: invalid continuation byte

The Import CSV File utility only supports ASCII and UTF-8 encoding. You'll need to re-encode your CSV in order to import it into your Zap.

My action app does not support line items

You can use Formatter to convert line items into text strings.