Pre-fill Dropdowns from CSV File Bot

The Pre-fill Dropdowns from CSV File Bot pre-fills a Slate document’s dropdown fields with data taken from a CSV file. For example, this Bot can be used for saving new vendor profile data and approving a sales invoice when a Slate is opened.

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  • Used in 70 Flows
  • Used in 18 Workspaces
  • Installed 287 times in the last 30 days
  • 98% success rate

The Pre-fill Dropdowns from CSV File Bot pre-fills a Slate document’s dropdown fields with data taken from a CSV file. For example, this Bot can be used for saving new vendor profile data and approving a sales invoice when a Slate is opened.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Set up the Pre-fill Dropdowns from CSV File Bot to pre-fill data in a document’s dropdown fields
What the Bot does Transfers data from a selected CSV file to the dropdown fields in a Slate document
Setup duration On average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: A Slate document will be pre-filled with data from a CSV file once a recipient under the specified role has opened a Slate.

Commonly used conditions when the Bot acts

  • When specific fields in a document are completed or empty

Requirements

To install the Pre-fill Dropdowns from CSV File Bot, begin by setting up a Flow

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Install the Pre-fill Dropdowns from CSV File Bot to automate workflows

Pre-fill Dropdowns from CSV File Bot

Pre-filing is a useful feature that will help you make the process of completing forms much faster. You can simplify this procedure without having massive knowledge in various spheres of computer software.

If you have a table with answers you want to offer, you are already halfway to creating an ideal form. It is very easy to import data from CSV with airSlate's Bots:

  • Choose the conditions for when the pre-filling will be needed
  • Upload your doc with tables set in a specific format.
  • Match the column from the document and the dropdown in your form
  • Finish the Bot configuration by clicking Apply setup

By following these simple instructions, you will be able to extract data from CSV files and place it in your document dropdown fields. It is not necessary to create a new table for each field or document. You have the opportunity to make as many columns as you need in the file and use it as many times as necessary for different templates.

Import data from CSV to be able to change the file from almost any place. This format is an abbreviation of ‘comma-separated values’, which is supported by all programs that work with tables. Additionally, it is possible to edit them in text editors that are installed by default (Notepad or Pages, for example). It can be also opened in Excel, OpenOffice Calc, Google Docs and many others.

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