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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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3.8 out of 5
(62 votes)
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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.
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

Learn more
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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.

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 workflow and 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 workflow and again.
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