Importing data from CSV files

Wouldn’t it be handy to be able to automatically extract data from spreadsheet files so that you could use it in your Zaps? Well, Zapier allows you to do this. For example, you might receive a summary of the day’s transactions in a CSV file by email, and you want to pull this data straight into your accounting software. Zapier can help you extract data from a CSV file and present it in a string of text and as line items by using the Formatter by Zapier Utilities action event with the Import CSV File transform function.

Here are a few examples of when you can use this transform option:

• You might use an Excel spreadsheet to record details of sales and associated lead-to-sales conversion times. A CSV copy of this is forwarded to you by email every day at 5 P.M. from your CRM; normally, you would have to extract the data you want and manually share it with your team. You could extract that data from that CSV using the Import CSV File...