Copy from Text/CSV to Excel is an instruction that will import a text or CSV file into Excel. The columns in the text file will need to be separated by a specific delimiter (such as comma, tab or other).
The following image shows an example of a comma-separated text file that we will copy into Excel:
Note: If your text file is formatted in a fixed-length structure then the “ instruction should be used instead.
1. Create a “” Action Step
2. Select the “Copy from Text/CSV to Excel” instruction:
3. Link the text/CSV file (that will be copied from).
4. Link the Excel file.
5. Select the Excel worksheet to copy the data to.
6. Configure the advanced range address by selecting the starting cell address and then choose “To fit source data”
Section – Delimiter and header parameters
7. Choose the delimiter that separates the data in the Text/CSV file. The most common delimiters are Comma and Tab. If there is a custom delimiter used in the source file to separate data, then select the Custom option and enter the delimiter in the text box (for CSV this is comma)
8. (Optional) Enter the number of lines to be skipped from the source file when importing the file into the Excel file. This option is helpful when the source text / CSV file is auto-generated by another system and contains header information
9. (Optional) Tick the “Source data has header rows” checkbox – If the Text / CSV file contains a header row. If you tick this checkbox, then another checkbox “Copy headers to target” will appear that allows you to also copy the header in the target Excel file
Section – Other settings
10. (Optional) Configure the bad input tolerance option. This option allows you to control what the step should do if it finds bad records. Please refer to on how to configure this setting.
11. (Optional) Select the date format that is in the source text / CSV file, from the drop-down list.
12. Save and run the step.
After running the step successfully, the data will be copied from Text/CSV into Excel, as shown below.