I want to import data from a CSV and:Create a spreadsheet with data imported from the CSV Attach the spreadsheet to an email Email the attachment to a distribution email addressI have the utilities step set up to import from the CSV file but I’m not sure what triggers to set up next. Help?

Hi @Troy Tessalone, I was definitely overcomplicating things . I was able to just create a send email step with the CSV url in the Attachments. Thanks!

Best answer

Import from CSV, export spreadsheet, email as attachment

Forum|Forum|4 years ago
December 10, 2021
2 replies
339 views

M

MMAR
New

I want to import data from a CSV and:

Create a spreadsheet with data imported from the CSV
Attach the spreadsheet to an email
Email the attachment to a distribution email address

I have the utilities step set up to import from the CSV file but I’m not sure what triggers to set up next. Help?

Best answer by Troy Tessalone

Hi @MMAR

Can you please post screenshots with how your Zap steps are configured?

Why do you need to create a spreadsheet VS simply attaching the CSV file to the email?

Check these help articles:

CSV; https://zapier.com/help/create/format/import-csv-files-into-zaps

Files: https://zapier.com/help/create/basics/send-files-in-zaps

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Troy Tessalone
Zapier Orchestrator & Solution Partner
Answer
Forum|Forum|4 years ago
December 10, 2021