Pre-fill from CSV File dropdown options Bot

The Pre-fill Dropdowns from CSV File Bot pre-populates dropdown fields in Slate documents with data taken from a CSV file when certain conditions are met.
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What the Bot does
Transfers data from the columns of a table in a CSV file to the specified dropdown fields of a Slate document.
When to use
Install the Pre-fill Dropdowns from CSV File Bot when you need to automate the process of populating the dropdown fields of Slate documents with data from a CSV file. For example, the Bot can be used to automatically populate the dropdown fields of a purchase order form with product quantity options taken from a CSV file.
  • Author airSlate Inc.
  • Setup duration on average 5-10 min.
  • Used in 70 Flows
  • Used in 18 Workspaces
  • Installed 287 times in the last 30 days
  • 98% success rate

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Get the Bot up and running in minutes. No coding required

Map fields in a document with data in the system of record
Configure Bot settings
First, connect to your CSV account. Then, select the document you want to populate and connect the columns in your database table to the document fields.
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 an invoice with data from the system of record 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 records.
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Install the Pre-fill from CSV File dropdown options Bot
to automate your business interactions

Learn more in this Bot’s airSlate Academy course

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Questions & answers

Open the Excel Spreadsheet. Navigate to the File menu. Choose "Save As" Use the Save as Type drop down menu to select ". csv (comma delimited)" In the two pop-up dialog boxes that follow, click ok and yes. This CSV version of your list should now be ready for upload to your account.

Click the drop-down list that you wish to export, and then from the Drop-down list tasks box, click Edit drop-down list. The Enter drop-down list name and type dialog box appears. Change the Drop-down list name or Description if desired, and then click Next. The Enter drop-down list values dialog box appears.

Select the cell where you want the first (main) drop down list. Go to Data \u2013> Data Validation. ... In the data validation dialog box, within the settings tab, select List. In Source field, specify the range that contains the items that are to be shown in the first drop down list. Click OK.

0:35 5:36 Suggested clip Using Drop Down Menus in =IF Formulas - YouTubeYouTubeStart of suggested clipEnd of suggested clip Using Drop Down Menus in =IF Formulas - YouTube

In the Data Validation dialogue box, within the Settings tab, select List as the Validation criteria. As soon as you select List, the source field appears. In the source field, enter the following formula: =OFFSET($A$2,0,0,COUNTIF($A$2:$A$100,\u201d<>\u201d)) Make sure that the In-cell drop down option is checked.

Enter a formula in the top cell. Select the cell with the formula, and hover the mouse cursor over a small square at the lower right-hand corner of the cell, which is called the Fill handle. ... Hold and drag the fill handle down the column over the cells where you want to copy the formula.

Go to Data \u2013> Data Validation. In Data Validation dialogue box, select the Settings tab. In Settings tab, select \u201cList\u201d in the drop down, and in 'Source' field, select the unique list of countries that we generated. Click OK.

0:17 1:26 Suggested clip How to use an excel dropdown list and vlookup to auto-populate ...YouTubeStart of suggested clipEnd of suggested clip How to use an excel dropdown list and vlookup to auto-populate ...

The Pre-fill Dropdowns from CSV File Bot

Pre-filing is a useful feature that will help you to make the process of completing forms much faster. And guess what? You don’t need a lot of know-how to improve the process even more.

If you have a table of information, you are already halfway to creating an ideal form. It’s very easy to import data from CSV with airSlate Bots:

  • Choose the conditions for when the Bot will act
  • Upload your doc with tables set in a specific format
  • Match the column of information with 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 them in your dropdown. It’s 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’s possible to edit them in default text editors that are already installed (Notepad or Pages, for example). Open it in Excel, OpenOffice Calc, Google Docs and many others.

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