CSV is a text-based, widely supported format for tabular data exchange that exists for ages – since 1972. TeamDesk supports CSV import and export since the beginning and now we add CSV support to Call URL and Webhooks to allow automating import tasks.
Call URL actions pull the data from third-party system while Webhook waits for third-party system to send the data to TeamDesk. But once we have CSV data in hand, processing is done in the same way.
As CSV format is designed for tabular data it fits perfectly into the concept of iterators. The iterator runs through each row in the file. Values from individual columns are extracted via Response(<column name>) function. As data comes in form of flat table only one iterator is allowed.
Let’s check how it works in webhook on a piece of sample contact data:
First, let’s set up the webhook. Set Sender to CSV Request (in Call URL action use Response Format: CSV) and send a piece of sample data to webhook. Once you get it logged, navigate to the log entry.
CSV payload is pre-parsed and displayed as a table. Note First row contains column names checkbox.
Clicking on a header row provides you with ready-to-use iterator and response expressions. Add an iterator, and assignments under it.
Start the webhook, wait for request to be processed and check the results.
Call URL and Webhooks support for CSV opens wide range of interesting automation scenarios. For example you can set up mailbox table trigger to send the attachment into CSV-enabled webhook to allow import by mail.