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Import from CSV, export spreadsheet, email as attachment

  • 10 December 2021
  • 2 replies
  • 255 views

I want to import data from a CSV and:

  1. Create a spreadsheet with data imported from the CSV
  2. Attach the spreadsheet to an email
  3. 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?

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Best answer by Troy Tessalone 10 December 2021, 20:37

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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

Hi @Troy Tessalone , I was definitely overcomplicating things :face_palm_tone1: . I was able to just create a send email step with the CSV url in the Attachments. Thanks!