Read a server CSV file into a collection of records.
Before you begin
Section titled “Before you begin”- A Server Connect action and a disposable server file or known test collection.
Import CSV File
Section titled “Import CSV File”Read a server CSV file into a collection of records.
Settings
Section titled “Settings”| Setting | Meaning |
|---|---|
| Name | Names the imported collection for later validation or transformations. |
| Path | The application-relative server CSV filename. Upload a browser-selected file first if it is not already on the server. |
| Import Fields | Without a header, these are field names in column order and must match the number of columns. With a header, the header supplies names and this list checks required field presence; it does not project away other columns. |
| Contains Header | Uses the first CSV row as field names when enabled. Default off. |
| Delimiter | The separator, default comma; the literal \t setting is recognized as a tab. It must match the file. |
| Output | Includes the imported records in the action response when enabled. Default off; avoid exposing private source columns unintentionally. |
Worked example
Section titled “Worked example”Use a test file with header id,name and two matching data rows. Enable Contains Header and require id and name in Import Fields. Inspect the resulting records. Test a missing header field and a row with too few columns to verify rejection.
Format and runtime limits
Section titled “Format and runtime limits”Imported cells are text values; this is not automatic typed database import. Validate and convert them before writes. Duplicate or inconsistent headers, blank rows and embedded quotes/newlines deserve a test against the actual file producer. Use Filter Columns when you want to keep only selected fields.
Validate before the next operation
Section titled “Validate before the next operation”Keep file parsing, data validation, database writes and file downloads explicit. A successful import/export step alone does not perform the rest of that workflow.
Check your result
Section titled “Check your result”You can prepare the required file/data shape, configure the operation and inspect its returned file or records.