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CSV Editor

A connector for manipulating CSV files (formerly CSV Processor)
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Please note: The CSV Reader and CSV Editor cannot be used interchangeably. A CSV instance created in the CSV Reader is not compatible with an instance created in the CSV Editor and vice versa.

For example, a CSV instance ID created in the Editor is not valid if used in the Export CSV operation in the Reader

The CSV Editor (formerly known as the CSV Processor) connector allows you to create or import CSV files and process them in a number of different ways such as adding, removing, formatting, sorting etc.

When you create a CSV using the CSV Editor it will only be available to modify during the current workflow run. If you want to use it across workflow runs, you need to export it to a persistent file at the end so it can be re-imported on the next run. The reason for this is that it allows for much larger CSV files to be created/processed using the connector than would normally be possible.


Note on major version compatibility

Please note that versions 2.x and 3.x of the CSV Editor are incompatible and cannot be used in the same workflow.

If you want to start using version 3.x in a workflow which has previously used 2.x, all CSV Editor steps will need set to 3.x. This will mean checking and testing the functionality of all steps which were previously set at 2.x.

From this point it should be that every time the workflow is triggered, all CSV Editor steps will be creating only 3.x-compatible output.

Basic use of the CSV Editor

The first thing to do with the CSV Editor is to create a new CSV or import an existing CSV for manipulation within the workflow. The create CSV operations will return a unique ID which needs to be used in all other steps that want to manipulate the data within the CSV. Make sure that each subsequent CSV step you add to your workflow is connected up to the ID of the first create CSV step.

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Create a CSV from an existing file

The default operation allows you to create a temporary CSV from an existing CSV File. You need to supply the URL of the file which will be imported and can be used as header names.

It also allows you to override the type and format settings for specific columns by adding them to the Column Types property.


Input PropertyDescription
File URLA file object from a previous step or the URL to a public CSV file to import
First row is header?If checked, the first row in the imported CSV file will be used as a header row to determine the column names
DelimiterIs the imported CSV a comma or tab delimited file
Column TypesA list of overrides column types. Allows you to specify a column type and format using the name of the column. The column name will either be of the format A,B...AA etc. or will use the names in the header row of the imported CSV.

Create a new CSV

The standard create CSV operation allows you to create a CSV with a certain number (and type) of columns and some default blank rows. Use this to create a specific type of CSV with certain column types that can be formatted/sorted later and then import an existing CSV file into it.


Input PropertyDescription
Number of columnsThe total number of columns that the CSV should have. The number of columns that are actually added to the CSV is the largest out of this value and the total number columns that are defined in the Columns property.
ColumnsA list of column definitions which allow you to define the column name, type and a format (for date/number types).
Number of rowsThe number of empty rows to initialise the CSV with.
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