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Import CSV Files

Load new folder CSV files into your database table

Use this Agent instantly or customize it - no programming needed

Import a CSV file into a database table
Reads
  • Incoming CSV file
    Incoming CSV file

    Your new CSV file provides the header and rows for this import.

  • Destination table
    Destination table

    Your chosen table is where the Agent loads rows from a matching file.

  • Table columns
    Table columns

    Your table's column names and order determine whether the file can load.

  • Prior import results
    Prior import results

    Your successful import results show whether this file already loaded into the table.

Watched folder
Watched folder

Your watched folder alerts the Agent when a completed CSV arrives and lets it read the file.

Watched folder
Database table
Database table

The Agent reads columns and prior results in your database table, then writes rows and results there.

Database table
Is the file unreadable or missing a usable header?YesNo
Save the file error and zero loaded rows
Writes
  • Import result
    Import result

    Your import results table shows each file's loaded row count or why no rows loaded.

  • Run failure
    Run failure

    Your run reports a database or result-saving failure so you can retry the file.

Is the database unavailable?YesNo
Report the failure for retry
Writes
  • Run failure
    Run failure

    Your run reports a database or result-saving failure so you can retry the file.

Does the header differ from the destination columns?YesNo
Save the column differences and zero loaded rows
Writes
  • Import result
    Import result

    Your import results table shows each file's loaded row count or why no rows loaded.

  • Run failure
    Run failure

    Your run reports a database or result-saving failure so you can retry the file.

Has this file already loaded into this table?YesNo
Save a duplicate result with zero new rows
Writes
  • Import result
    Import result

    Your import results table shows each file's loaded row count or why no rows loaded.

  • Run failure
    Run failure

    Your run reports a database or result-saving failure so you can retry the file.

Load all rows or roll back, then save the result
Writes
  • Import result
    Import result

    Your import results table shows each file's loaded row count or why no rows loaded.

  • Run failure
    Run failure

    Your run reports a database or result-saving failure so you can retry the file.

This Agent waits for a completed CSV file in your chosen folder. It checks the columns, loads matching rows, and records the count or error.

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Google Drive
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Airtable
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monday.com
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Google Contacts
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Dropbox
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OneDrive
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Microsoft SharePoint
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Microsoft Office 365
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Google BigQuery
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MySQL
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PostgreSQL
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SQL Server
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Kintone
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Made for your industry

Import CSV Files is made for businesses in these industries.

Made for your role

Import CSV Files is made for people in these roles.

Made for your department

Import CSV Files is made for people in these departments.

How Import CSV Files works

4 steps, in order, on every run.

  1. Read the incoming CSVRead the completed file from your chosen folder. Capture its columns and calculate a fingerprint for duplicate checks.
  2. Check columns and past importsCompare CSV columns with the table columns in order. Flag a mismatch or a file imported successfully before.
  3. Load matching rowsLoad the file into the table in one transaction. Roll back the load if a row fails, leaving no rows from that file.
  4. Save the import resultSave the loaded row count or specific error in your import results table. Record duplicate files with zero new rows.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Airtable or monday.com.

13 tools
Set your rules
  • Choose the watched folder and arrange for completed CSV files to be moved into it only after writing finishes.
  • Choose the existing destination table, whose importable columns must match each CSV header in order.
  • Create an import results table in the same database with file name, file fingerprint, destination table, status, loaded row count, error detail, and completion time; give the owner access to it.
  • Grant access to read the folder and destination schema and to insert into the destination and import results tables.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Import CSV Files:

Where do I put CSV files for import?

You choose a watched folder and move files there after writing finishes. The folder must notify the Agent when a new file arrives.

Do the CSV columns need to match my table?

Yes. Your CSV header must match the importable table columns in order. Your import results table shows missing, extra, or reordered columns.

What happens if a row fails to import?

The load rolls back for that file, so no rows from it reach your table. Your import results table records the database error and a zero count.

How can I tell whether a file was already imported?

The Agent checks the file's contents against earlier successful imports. For a match, your results table records a duplicate with zero new rows.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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