The CSV step handles importing data from CSV files and exporting workflow data back out as CSV. It supports two actions: Import and Export.

Parse a CSV file into a typed rows array for row-by-row processing. Upload a CSV via a Form step, and Import reads it into a structured list that a For Each step can iterate over.

• Import a CSV of leads, products, or records to process row by row
• Batch process uploaded spreadsheet data through AI or calculation steps
• Transform CSV data by importing, processing, then exporting back to CSV

Takes a CSV file uploaded in a previous step (typically from a Form step with a file upload field) and parses it. Define your output fields to match the columns you want to extract. Returns a list of items and a row count. Connect the output to a For Each step to process rows individually. Maximum 5,000 rows.

Generate a downloadable CSV file from a rows array. Place after a Collect step to export aggregated loop results, or after any step that produces a list.

• Export processed results as a CSV for download or sharing
• Generate a delivery report after an email campaign
• Create a CSV backup of workflow output data

Takes a list from input (typically from a Collect step after a loop). Generates a CSV file and uploads it. Returns a downloadable CSV file with metadata (file name, size, and row count).

What's the maximum number of rows I can import?

5,000 rows per import. This limit also applies to For Each loop iterations.

Can I export processed data back to CSV?

Yes. Use the Export action after a Collect step to generate a downloadable CSV from your processed results.