Read CSV Files
Infoveave Data Automation — File Reading
CSV files in. Structured table out. Automatically on every workflow run.
Most operational data still arrives as CSV exports from ERPs, accounting systems, CRM platforms, and IoT devices. Manually downloading, opening, and importing those files adds hours to every reporting cycle and introduces copy-paste errors. Read CSV Files ingests those exports directly into your Infoveave pipeline, turning a daily manual task into a scheduled automation that runs without human intervention.
What Read CSV Files does
Read one or more CSV files from a workflow directory or previous activity into Infoveave pipelines. Supports custom delimiters, header detection, encoding options, and wildcard file patterns for automated batch ingestion.
When to use Read CSV Files
- Your data source exports in CSV format — from a CRM, ERP, accounting system, or IoT platform — and you want to ingest it automatically
- You receive multiple CSV files matching a naming pattern (e.g., sales_*.csv) and want to process them all in one pipeline execution
- Your CSV files use non-standard delimiters (tab, semicolon, pipe) or come from different platforms with varying line endings
- You need to skip rows with parsing errors rather than failing the entire pipeline when some files are malformed
When to avoid it
- Your data is in Excel format (.xlsx) — use Read Excel Files instead
- Your data comes from a database or API — use the appropriate connector directly
Where it fits in your Infoveave automation
Read CSV Files is one step inside a multi-step Infoveave workflow. Chain it with other activities — no code, no manual hand-offs.
Build this workflow visually in Infoveave Data Automation — drag, connect, and schedule with no infrastructure setup.
How teams use Read CSV Files
Real scenarios where this transformation saves hours of manual work.
Daily Sales Report Ingestion
A retail chain's POS system exports daily sales data as sales_YYYYMMDD.csv. Read CSV Files ingests all matching files each morning, feeding the data pipeline that calculates category-level performance metrics and replenishment signals — with no analyst touching a file.
Sensor and IoT Data Batch Processing
Factory floor sensors export measurements as timestamped CSV files every hour. Read CSV Files ingests all hourly exports in a single workflow run, combining them into a unified dataset for OEE calculation and anomaly detection.
Bank Statement Reconciliation
Finance teams receive bank statement exports as CSV files from multiple banks. Read CSV Files loads all statements in one pipeline, supporting ledger reconciliation workflows that previously required manual downloads and VLOOKUP-heavy spreadsheets.
See Read CSV Files in action
Input data (left) is transformed using the configuration below. The output table (right) is ready for dashboards or downstream steps.
sales_*.csvCommaTrueEnabledEnabledInput Data
| OrderID | Customer | Amount | Status |
|---|---|---|---|
| 1001 | Alice Corp | 500.00 | Paid |
| 1002 | Beta Ltd | 350.00 | Pending |
| 1003 | Gamma Inc | 800.00 | Paid |
Output Data
| OrderID | Customer | Amount | Status |
|---|---|---|---|
| 1001 | Alice Corp | 500.00 | Paid |
| 1002 | Beta Ltd | 350.00 | Pending |
| 1003 | Gamma Inc | 800.00 | Paid |
Configuration
Key fields to configure in the Infoveave workflow builder. Full reference available in the documentation.
Input File Pattern
Specifies which CSV files to read. Supports wildcards — use sales_*.csv to ingest all matching files, or provide an exact filename. Files are resolved from the workflow directory or the previous activity output.
Separator
The character that separates values in each row. Choose Comma, Tab, or Semicolon. Use Custom Delimiter for non-standard separators such as pipe (|) or tilde (~).
Has Header Record
When enabled, the first row is treated as column names and excluded from data rows. Disable this if your file has no header row and all rows are data.
New Line Specifier
Defines how line endings are represented in the file. Handles cross-platform differences — use \n for Unix/macOS files, \r\n for Windows-generated CSVs.
Ignore Errors In File
When enabled, rows with inconsistent column counts or parse errors are skipped instead of failing the entire workflow. Essential for processing files from multiple sources with varying quality.
Take Files From Previous Activity
When enabled, reads CSV files produced or uploaded in the preceding workflow step. When disabled, reads from the static workflow directory using the Input File Pattern.
Frequently asked questions
Everything you need to know about Read CSV Files in Infoveave.
Also in File Reading — and what runs before & after
Transformations in the same family as Read CSV Files, often chained together in the same Infoveave workflow.
Part of Infoveave Data Automation
80+ transformations. Zero manual steps.
Read CSV Files is one of over 80 transformation activities available inside Infoveave workflows. Chain transformations together — no code, no exports, no waiting for IT.
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