CSV parser

Before you start

• Workflow steps

A CSV parser reads a CSV file and makes each row a record in a list. Use it when a buyer uploads a price list or a list of invoice lines and the workflow must process each row.

When should I use the CSV parser?

Use it for a CSV file in a file field. Then a Loop goes through the rows, or a Record manager with Batch create saves them. For Excel files downloaded by a browser, the Web agent can read the table itself.

Add a CSV parser

1. Click + and choose CSV parser. It sits in the Data group.
2. Under Read the file in, choose the file field that holds the CSV.
3. Under Columns, click Add a column. Type the header as it appears in the file and choose its type.
4. Under Result, type a name in Name it.

○ ○ ○Beezr

×

Read the file in takes a file field.
Each Column has a header name and a type: Text, Whole number or Decimal.
Name it names the list of rows.

What do the settings do?

Setting	What it does
Read the file in	The file field that holds the CSV
Columns	The columns to read. Type the header; Beezr shows Read as the name it uses
Type	Text, Whole number or Decimal
Name it	The list’s name

Worked example: import price lines

A buyer uploads prices.csv with the headers Item, Unit Price and Quantity. Karim adds three columns. The editor shows them as item, unit_price and quantity. He sets the last two to Decimal and Whole number, and names the list priceRows.

What should I watch for?

Watch out

List every column you need, with its header as it appears in the file.

• The first row is the header. Every row after it becomes one record.
• Choose a type for each column; a column read as text stays text.
• Write numbers with a dot as the decimal point, for example 1234.50.