Recurring workflow use case
Map CSV columns once and reuse the mapping on every new file
When two CSV formats use different column names, orders, or value conventions, create the mapping once and reuse it for the next file with the same structure.
- Source and destination CSV files use different field names
- Columns must be rearranged into a required destination order every time
- Codes or status values must be replaced with destination-specific values
- Build the required output structure from the source columns you need
- Rename headers and reorder fields to match the destination format
- Apply value mapping, conditional changes, and fixed fields in the same workflow
Recurring workflow
Reuse the same rules on the next file
Save the column order, output names, value mappings, fixed values, and conditions once, then apply the same setup to the next file of the same type.
- 1 Upload an Excel or CSV file
- 2 Configure column, value, and row rules
- 3 Review the transformed preview
- 4 Download CSV or XLSX