Converting an Excel File to CSV

Overview

The Convert Excel to CSV component converts Excel-formatted tabular data to CSV format. To use the Convert Excel to CSV component in the Flow Designer, drag it to the workspace from the Components panel's Data > List > Excel and CSV category.

Example

In this example, create a Flow that converts the data in an Excel file to CSV format and use a Form to perform the action. The Form used in this example was pre-built.

Begin in the Portal by navigating to a Designer Folder and select 'Create Flow'. In the resulting dialog, name the Flow and select 'Create' to open it in the Flow Designer.

Select the Convert Excel to CSV step from the Flow Designer's Steps panel, from All Steps [Catalog] > Data > Excel and CSV category. Drag and drop the step into the workspace.

To configure this step's inputs,  select the Convert Excel to CSV step and open the Edit Input Mappings link in the Properties panel.

In the Mapping Editor, change the mapping type of input to Constant and click the Choose File selector.

In the resulting Open dialog, browse to and select an Excel file from the local machine and select Open.

Next, change the mapping type of Type to Constant and, in the Value dropdown, select Excel_xlsx. This reflects the type of Excel file. Also change the mapping type of skipBlankLines and ignoreFirstLine to Constant, select both checkboxes to designate each option as "true," and close the mapping editor by selecting 'Ok'.

Next, insert the pre-designed Form to download the converted file into the Flow. From the Forms [Interaction] > [Current Folder] category of the Form Controls panel, drag Form Download CSV File to the workspace. The Form is a very simple Form with a File Download button configured as follows.

Connect the outcome paths of the Flow, select [Form] Download CSV File and click the Edit Input Mapping link in the Properties panel, or from the step's Action menu.

In the Mapping Editor , map ConvertExcelToCsv_Output to ConvertedExcelFile and close the mapping editor.

Connect the Form to the End Step. This completes the flow; run it in the debugger to test. Under the Form tab, notice the pre-designed Form. Select the Download CSV File button.

In the resulting Save As dialog, give a name to the new CSV file and select 'Save'.