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Pre-fill from CSV file Bot

Eliminate issues of manual data entry and ensure information accuracy and accountability. Automatically transfer information from your CSV file to your documents with the Pre-fill from CSV File Bot.
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What the Bot does
The Bot transfers data from a CSV file to documents based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with information from your CSV file.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 69 Templates
  • Used in 18 Workspaces
  • Installed 428 times in the last 30 days
  • 99% success rate
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Get your automated workflows up and running in minutes with the Pre-fill from CSV file Bot. No coding required.

Map fields in a document with columns in a CSV file
Configure Bot settings
First, upload your CSV file. Then, connect the columns in the CSV file to the document fields. Next, pre-fill document fields with data from the columns in a CSV file.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select an email address and tell the Bot to pre-fill a document with data from the CSV file when a recipient opens the document.
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View the Bots log or use tags to check if the Bot ran successfully
Get your document pre-filled with data
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be pre-filled with data from your CSV file.
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Install the Pre-fill from CSV file Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Open an Excel document. In Excel top menu go to File \u2192 Save as. Type the file name into the Save As field. Set File Format as Comma Separated Values (. csv). Click Save.

0:11 2:39 Suggested clip How to Import CSV File Into Excel - YouTubeYouTubeStart of suggested clipEnd of suggested clip How to Import CSV File Into Excel - YouTube

Click the 'Change program' button at the top of the window. Click the Microsoft Excel option under 'Recommended Programs', then click the OK button. From the list of 'Recommended Programs', choose Excel. Any CSV file you click to open with now open in Excel automatically.

Go to File > Open and browse to the location that contains the text file. Select Text Files in the file type dropdown list in the Open dialog box. Locate and double-click the text file that you want to open. If the file is a text file (. txt), Excel starts the Import Text Wizard.

Open a new Excel sheet, select the Data tab, then click 'From Text' in the Get External Data group. Browse to the CSV file and select 'Import'. In step 1 of the Import Wizard choose 'Delimited' as the original data type.

Click File > Open > Browse to select a CSV file from a folder, remember to choose All Files in the drop-down list next to File name box. ... Tip. ... Select a cell which you will insert the CSV file and click Data > From Text. In the Import Text File dialog, select a file you need to import.

Select the files you want to download by using the checkboxes on the left-hand side of the page, and select 'Export' In the 'Export Items' window, select the export file options, click on 'Generate', and then 'Download'.

CSV is a simple file format used to store tabular data, such as a spreadsheet or database. Files in the CSV format can be imported to and exported from programs that store data in tables, such as Microsoft Excel or OpenOffice Calc. CSV stands for "comma-separated values".

Import data from CSV with ease

The central focus of every business is the customer. The more customers your business attracts and retains, the more it will increase its revenues. In turn, this means the business is likely to grow. However, growth is advantageous only in the case of its sustainability. In order to be able to focus on planning and studying customer behavior, you need to invest more funds or optimize internal processes. And this is where automation solutions step in. As they manage and control internal processes with less investment, you now have the liberty to reinvest your time and effort into more valuable goals and decision-making tasks.

This optimization is made possible by configurable software robots called Bots. For example, the Pre-fill from CSV file Bot can import data from CSV files to any document and form. Let’s say your Procurement Unit is busy with shortlisting a tender for vendors. However, it’s now time for them to start making regular monthly stationery orders to the office. Employee orders are kept in a CSV file but with a workflow automation Bot, this process will take minutes instead of hours or even days. Bot setup takes no more than 5-10 minutes and once finished, you’ll get a form filled from CSV files automatically. Departments spanning marketing, sales, accounting, customer support, and HR can optimize their workflows when they fill form from CSV automatically.

No third party software is required. No need to waste time on recurring, repetitive tasks that distract your team from things that really count for your business. No matter how complex your workflow is, no-code automation Bots will help you simplify at every stage: from transferring data between documents and CRMs to notifications and archiving.

Consider the advantages of using robotic automation:

  • Improves results, not just another process
  • Reduces time taken to fulfill tasks
  • Connects systems and data sources
  • Generates documents in a snap
  • Keeps work moving while you’re offline

Automate repetitious activities with no write code

Use Pre-fill from CSV file Bot

Start creating a new Flow and transfer samples or create templates right in the system to activate the Bots option. Find and choose a wanted Bot from the list.

Set it up

Open up the Bot setup menu. Fill out all the required fields to personalize general and advanced options. Consider indicating activation circumstances to protect yourself from false activations (you can include a couple of circumstances).

See how it operates

Execute the workflow and explore the outcomes. Ensure the software robots are working properly. If something goes wrong, check the Bots log to correct the mistakes and run your Flow again.
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