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Generate a cvs file using document generation or other in Worlflow Cloud

  • March 7, 2025
  • 8 replies
  • 142 views

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Is there a way to either generate a csv file in Nintex Workflow or convert an excel file or anything that can be done. I would like ot use Nintex to generate and email a csv file on a schedule. 

Best answer by SimonMuntz

Hi ​@rob_devitt,

There is nothing out of the box that can create the file.
This means you would need to find a company that provides an API to generate the file or develop and host the API yourself.

 

8 replies

SimonMuntz
Nintex Employee
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  • Nintex Employee
  • March 7, 2025

Hi ​@rob_devitt,

Without knowing your exact data source, I can only give you general information.
As a CSV is just strings delimited by commas, you can loop through data and construct the string using create a text string action(s).

There is a Read Excel xtension in the Nintex Gallery that may be helpful.
https://gallery.nintex.com/t/read-excel-file
It returns a JSON string that you could easily turn into a CSV by basically chopping off the curly brackets using a modify string action or a Regular expression action.

 


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  • Rookie
  • March 10, 2025

Good afternoon ​@SimonMuntz

I am not asking the question, but I would like to add on to this since I have the same problem.

I am getting some data from the SharePoint api after which I turn it into a collection of csv rows (Basically: Title,Description..etc). I tried constructing a string, but I cannot find how to add a new line character so I gave up on that and went on to creating a template file that I can use in a Generate Document action, but that file has to be an .xlsx and it can’t be a csv so I am currently stuck on that.

 

How can i build the csv file if I can’t add new line characters? 


SimonMuntz
Nintex Employee
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  • Nintex Employee
  • March 10, 2025

HI,

Hmmm, Sorry. I forgot about the line breaks. The only other thing I can think of is to create an extension that calls a web service to do the conversion.


MillaZ
Nintex Employee
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  • Nintex Employee
  • March 17, 2025

Hi ​@rob_devitt 
Has your question been answered? 


SimonMuntz
Nintex Employee
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  • Nintex Employee
  • March 18, 2025

Hi ​@rob_devitt,

I just saw this post where the user is creating a CSV file.


I think it might help with your solution.


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  • Author
  • Rookie
  • March 19, 2025

Hi ​@SimonMuntz I don’t understand how they use the string variable to create the file. That’s the missing piece for me. I can create a comma severated string but can’t do anything usefull with it. 


SimonMuntz
Nintex Employee
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  • Nintex Employee
  • Answer
  • March 19, 2025

Hi ​@rob_devitt,

There is nothing out of the box that can create the file.
This means you would need to find a company that provides an API to generate the file or develop and host the API yourself.

 


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  • Author
  • Rookie
  • March 19, 2025

@SimonMuntz that’s what i was thinking, the link above made it seem like he was doing it in Nintex somehow. I’ll check out some online apis.