I am trying to create a workflow to import a CSV file through zapier, however, the CSV data will be coming from multiple emails which means different CSV links that I will not have until they get emailed in & even then the links will be different each time. Trying to stay away from any manual work or manually updating one CSV file each time.
Any advice/tips will be greatly appreciated!
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Hi @mags
Are the links publicly accessible to download/access the CSV files?
You can check by opening the link in a new private browser to see if it initiates the download.
@mags
If yes, then you can try the Formatter > Utilities > Import CSV action.
@Troy Tessalone Yes they are however the emailed csv attachment will be reports sent in by different accounts.
@mags
What email app is being used to receive the CSV attachments? (e.g. Gmail)
Can you explain what you mean by different accounts?
Do you mean different email accounts RECEIVE the emails?
If yes, then you’ll need separate Zaps, 1 per authenticated email account.
Do you mean different sources send emails to the SAME 1 email account?
If yes, then you may need different Zaps, to filter the emails properly.
FYI: Gmail has this Zap trigger:
@Troy Tessalone Gmail can be used, I was also thinking of using parser by zapier to set up multiple emails to distinguish the different sources however I do not think the parser can transfer the csv files. I will just need to be able to separate the multiple sources sending in these emails.
To get attachments from Mailparser, you need to create a new parsing rule in the account which returns the meta data of the attachments. This gives the Zap the URL to where the attachment is located on their server which you can then find on the Zap!
@mags
Still unclear what distinguishes the different sources.
For example…
Different FROM Email Addresses?
Different FROM Names?
Different Subject Lines?
Different Body content?
Different receiving email accounts?
@Troy Tessalone Ok so if I am using gmail, can different sources send me csv reports attached via email, go through zapier to then upload to another connected app? The csv url will be different each time as it will be from a weekly auto-generated report.
@mags
If the CSVs are being sent as email attachments, then links aren’t involved, and you can use the Gmail New Attachment Zap trigger.
And depends on what the other app is that you are trying to send the CSV data to.
Are you trying to send the individual rows of the CSV or the CSV file itself to another app?
@Troy Tessalone Okay that makes sense. I will be uploading it to QuickBase. I have done this before but not with attachments, just regular text. I am trying to send the actual text data from the csv file to upload into an existing table in Quickbase. However I wonder how the data text will be separated or if it can be distinguished to be able to assign the rows to different fields.
@mags
If yes, then you can try the Formatter > Utilities > ImportCSV File action.
@Troy Tessalone Will i have to input the csv link each time for the individual csv attachments emailed?
@mags
To clarify, it will be a file object from the email attachment, not a link.
Yes, you will need to map (using the ‘CUSTOM’ option) the file object (aka CSV attachment) from the GmailNewAttachment trigger step to the Formatter > Utilities > Import CSV File action step.
