CSV Step | Formt

Step Guide: CSV

Data & Files

Import or export CSV files

Overview

The CSV step handles importing data from CSV files and exporting workflow data back out as CSV files. Import reads a CSV file and produces a typed rows array, while Export takes a rows array and generates a downloadable CSV file.

When to Use

Import a CSV of leads, products, or records to process row by row
Export processed results as a CSV for download or email attachment
Transform CSV data by importing, processing with other steps, then exporting
Batch process uploaded spreadsheet data through AI or calculation steps

How It Works

In Import mode, the step finds a csv_file upload UUID from a predecessor step's record, parses the CSV content, and outputs a list array with each row typed according to your output field set, plus a list_count. Connect the output to a For Each step to process rows individually. In Export mode, the step reads a list array from its input (typically from a Collect step), generates a CSV file, and outputs a csv_url, file_name, file_size, row_count, success, and error.

Actions

Import CSV

Parse a CSV file into a typed rows array

How it works

Reads a csv_file upload UUID from a predecessor step, downloads and parses the CSV. Rows are filtered to match the fields defined in your output field set. Outputs {list: [...], list_count: N}. The output field set's list field has typed items. Define the fields you want to extract from each CSV row.

Connect a Form step with a file upload field before this step to let users upload the CSV
Define your output field set fields to match the CSV column headers you want to extract
Connect the output to a For Each step to iterate over rows individually

Export CSV

Generate a CSV file from a rows array

How it works

Reads a list array from input (typically from a Collect step after a loop). Generates a CSV file and uploads it. Outputs {csv_url, file_name, file_size, row_count, success, error}. The output field set is locked.

Place after a Collect step to export aggregated loop results
Map the csv_url to a Send Email attachments field to email the generated CSV

Tips

Import and Export are separate actions. Choose one when adding the step
CSV Import output is compatible with For Each input. Connect them to process rows individually
Maximum array size is 5,000 rows

Related Steps

Step Guide: For Each

Iterate over array elements

Step Guide: Collect

Gather iteration results into an array

Step Guide: Google Sheets

5 actions

Import, export, or read a single row from Google Sheets

Step Guide: PDF

5 actions

Generate, extract, merge, or fill PDFs