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Pre-fill from CSV File dropdown options Bot

Eliminate manual data entry and ensure information accuracy and accountability. Automatically populate dropdown fields in your documents with information from a CSV file using the Pre-fill Dropdowns from CSV File Bot.
Try automation, it’s free!
What the Bot does
The Bot transfers data from a CSV file to dropdown fields in a document 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 Pre-fill Dropdowns from CSV File Bot.
  • Author airSlate Inc.
  • Setup duration 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 your automated processes up and running in minutes with the Pre-fill from CSV File dropdown options Bot. No coding required.

Map dropdown fields in a document with columns in a CSV file
Configure Bot settings
First, upload your CSV file. Then, select the document and connect its dropdown fields to 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 sales quote 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, dropdown fields in a document will be pre-filled with data from your CSV file.
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Install the Pre-fill from CSV File dropdown options Bot
to automate your business processes

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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