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Importing CSV for bulk runs
Importing CSV for bulk runs

Prepare data for running workflows at scale

Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over 4 months ago

How to import CSV files for bulk runs

To run a workflow multiple times with different inputs, you can use the bulk run feature.

One way to populate the bulk run view with data is by importing a CSV file. Here's how:

  1. Navigate to the bulk run tab: In a workflow, go to the bulk run tab.

  2. Click the import CSV button: At the bottom of the page, click the "Import CSV" button.

  3. Upload or drag and drop your CSV file: Select the CSV file you want to import from your computer, or simply drag and drop it into the designated area.

    *Below is a sample of the type of basic CSVs that are accepted

  4. Map columns to variables: Ensure that each input in your workflow corresponds to a column in your CSV file. If needed, adjust the column mappings to match your workflow's input variables. Once you've verified the mappings, click the "Import" button.

  5. Review the imported rows: After the import is complete, the rows from your CSV file will be populated in the bulk run view. Take a moment to review the data and ensure everything looks correct.

  6. Run the workflow: To execute the workflow on the imported data, click the "Run All" button. Cassidy will process each row and generate results based on the workflow's configuration.

By following these steps, you can easily import data from a CSV file into the bulk run view, allowing you to run your workflow at scale with varying inputs.

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