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Merge Weekly CSV Files

Combine team extracts into a downloadable CSV with a merge summary

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Merge weekly team CSV files
Reads
  • Weekly cutoff
    Weekly cutoff

    Your chosen cutoff starts the merge and identifies the reporting week.

  • Expected team files
    Expected team files

    Your expected filenames show which team extracts must arrive for a complete merge.

  • Weekly CSV files
    Weekly CSV files

    Your teams' CSV files supply the rows, filenames, and saved versions for this week's merge.

  • Column matching rules
    Column matching rules

    Your chosen column order and header aliases show which columns match across files.

  • Record key
    Record key

    Your chosen key identifies rows for the same record, even when their values differ.

  • Merged filename pattern
    Merged filename pattern

    Your filename pattern names the dated CSV for each reporting week.

Shared file folder
Shared file folder

Your shared file folder holds each team's weekly CSV with its filename and saved version.

Shared file folder
Is an expected file missing, unreadable, or empty?YesNo
Save a blocker summary naming the file
Writes
  • Merge summary
    Merge summary

    Your summary lists source versions, row counts, duplicate removals, and header or record conflicts. If a file blocks the merge, it names the file and reason.

Reporting folder
Reporting folder

Your reporting folder stores the combined CSV and summary for your team to download.

Does a file have invalid rows or headers, or lack the record key?YesNo
Save a blocker summary naming each issue
Writes
  • Merge summary
    Merge summary

    Your summary lists source versions, row counts, duplicate removals, and header or record conflicts. If a file blocks the merge, it names the file and reason.

Merge rows and save the combined CSV and summary
Writes
  • Combined CSV
    Combined CSV

    Your downloadable CSV includes all distinct rows when every expected file passes validation. Conflicting same-key rows remain for you to reconcile.

  • Merge summary
    Merge summary

    Your summary lists source versions, row counts, duplicate removals, and header or record conflicts. If a file blocks the merge, it names the file and reason.

This Agent starts at your weekly cutoff and reads the expected CSV files. It aligns columns and removes exact repeats. It saves the CSV and summary when files pass, or a blocker summary when they don't.

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Google Drive
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Google Contacts
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Microsoft SharePoint
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Microsoft Office 365
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Box
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Made for your industry

Merge Weekly CSV Files is made for businesses in these industries.

Made for your role

Merge Weekly CSV Files is made for people in these roles.

Made for your department

Merge Weekly CSV Files is made for people in these departments.

How Merge Weekly CSV Files works

4 steps, in order, on every run.

  1. Collect the week's extractsList the shared folder and download the files you expect for the week. Name any missing file in a blocker summary.
  2. Align the CSV columnsMatch known header names to the columns you chose. Flag empty files, malformed rows, and headers that cannot be matched.
  3. Merge rows and flag conflictsAppend aligned rows in your chosen order and remove exact duplicates. Keep same-key conflicts and flag them in the summary.
  4. Save the CSV and summarySave the merged CSV in your reporting folder when every expected file is usable. Save a summary beside it, or a blocker summary when needed.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Google Contacts or Microsoft SharePoint.

5 tools
Set your rules
  • Choose the weekly cutoff time and the naming rule for each reporting week's source subfolder.
  • Choose the expected team filenames for each reporting week and the destination folder that the reporting team can access.
  • Set the canonical CSV column order, accepted header aliases, and the column or columns that identify the same record across files.
  • Choose the merged filename pattern; exact duplicate rows are removed, while rows with the same key but different values remain in the CSV and are flagged in the summary.
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 Merge Weekly CSV Files:

Which CSV files will this Agent combine?

You choose the expected team filenames and the weekly source folder naming rule. The Agent uses those choices at your cutoff.

Can I choose how headers and records match?

Yes. You choose the column order and accepted header names. You also choose the key used to spot conflicting records.

What happens if a team file is missing or invalid?

You get a blocker summary naming the file and problem. The Agent withholds the merged CSV until every expected file is usable.

How are duplicates and conflicts handled?

The Agent removes exact duplicate rows. It keeps rows with the same key but different values for your analyst to reconcile. Your summary names the conflicting keys and source files.

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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