CSV To Object Mapping Step

Last Updated: 07/26/2018 Introduced in Version: 2.0

This tutorial demonstrates how to use CSV To Object Mapping step. This step can be found in Data > List > Excel and CSV category in the ToolBox.

 

Example:

In this Example we are going to create a Flow that creates an Array of Account Objects from CSV file using CSV To Object Mapping step. Then, for each Account in the Array our Flow will create an Account in Portal.

We begin in the Designer Folder with clicking Create Flow button on the Folder Actions panel.

 

 

Then, we Name our Flow and click Create to proceed to the Flow Designer.

 

In the Flow Designer we add Create Data step from All Steps [Catalog] > Data category in the Quick Add Step dialog.

 

In the resulting Data Definitions window we click Add New link to add new data definition.

 

We need to define Data that can hold our CSV file. We Name our Data and pick FileData Type. Then, select CLOSE to save and close this window.

Next, we can pick a CSV file for Data we have just defined. CSV file for this tutorial looks as following… It has 4 rows of data. Each row has 3 field: First Name, Last Name, and Email Address.

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We select Create Data step on the workspace and Step Information Layer pops up. We use Choose File for the File Data to select our CSV file. Then, we click Add Step to add next step in our Flow.

 

 

We add CSV To Object Mapping step from Integrations > All Integrations > Excel and CSV category.

 

Next, we are going to configure CSV To Object Mapping step. We select it on the workspace and Step Information Layer pops up. First, we select Csv from Input File Type dropdown in the Input Data section.

Then, in Output Data section we select Account Type using Output Type picker.

 

In the Inputs section we pick Select Value for the File Input Mapping type.

Next, using Path picker for the File Input we select File data outcome from Create or Copy Data step.

 

We can close Step Information Layer and select Show Item Mapping Editor from CSV To Object Mapping Options Menu.

 

In the Show Item Mapping Editor we select Build Data Mapping type for ITEM field.

 

Upon selecting Build Data,Specified Data will appear on the left allowing the designer to chose with fields of data to build on. In this example, select EmailAddress, First Name, Last Name.

 

Then, we expand _INPUT category. In our CSV file Email Address is stored in the third column. We expand Field03 and connect its TextValue to the EmailAddress field for our Account object.

In the same manner we connect TextValues from Field01 and Field02 to the First Name [Person Info] and Last Name [Person Info] fields in our Account object. Then, we click Ok to save and close Item Mapping Editor.

 

We add ForEach Step from All Steps [Catalog] > Flow Management category.

 

In the resulting pop-up window we need to pick a collection of Inputs for the ForEach Step. Set the Inputs > Collection > Mapping Type to Select Value [From Flow] and the Path to Outputs

 

On the Next outcome from ForEach Step we add Create Account step form Integrations > All Integrations > Accounts category.

 

Next, we connect Done outcome from Create Account step back to the ForEach Step, and Done outcome from the ForEach Step to the End Step in our Flow.

Under Inputs select Select From Flow for both email Address and password. Expand Item, pick EmailAddress ofr emailAddress. We are going to use User’s First Name for password field. 

 

This completes our Flow. Select Debug link on the Top Panel in the Flow Designer to test our Flow.

Flow opens in the Debugger and executes with no errors.

 

 

Single Input Data for the Create Account step should look like the following.

 

If we close Flow Designer and navigate to the Accounts Folder in the Portal we can validate that four new Accounts were added to the Portal.

 

 

Additional Resources