Skip to main content
Nintex Community Menu Bar
Question

NAC - Workflow to create .csv file from SharePoint list item

  • January 22, 2026
  • 5 replies
  • 26 views

Forum|alt.badge.img+2

Hello,

I am migrating / redesigning an Invest Request approval workflow from nintex on-prem to Nintex Automation Cloud.

All requests are stored in a SharePoint Online List. 

I have the requirement to create a .csv file for each approved request and save it local on a file share.

It worked very well on the on-prem system.

How can I solve this with nintex cloud?

So 2 requirements

  1. creating a  csv file
  2. storing the file on a file share

would be happy to solve at least requirement (1).

Many thanks for your help!

Jochen

5 replies

Chris_Ben
Nintex Employee
Forum|alt.badge.img+14
  • Nintex Employee
  • January 22, 2026

Hi Jochen,

Did you use a call web request action in your o365 solution to create the CSV?  You might be able to replicate it using the same action in Nintex Workflow.

 

Alternatively, you could create an Excel file using the document generation action: https://help.nintex.com/en-US/nwc/Content/Designer/Actions/GenerateDocument-RepeatDataMSExcel.htm

NB this would create an Excel file rather than a CSV.

 

If you wanted to store the file in the file system, then you can share the directory with OneDrive/Google Drive/Dropbox etc and use one of those actions to store the file.


Forum|alt.badge.img+2
  • Author
  • Rookie
  • January 29, 2026

Hi ​@Chris_Ben 

yes. with Nintex On-Prem I created the csv file with a WebRequest Action

 

But how to do this in NAC?

I can use a Web Service Call with “http put”.

But how to deal with the authentication in NAC WebService call?


Chris_Ben
Nintex Employee
Forum|alt.badge.img+14
  • Nintex Employee
  • January 29, 2026

Yes, I wouldn’t pass credentials like those in the headers so in that case, for more advanced authentication (and a better workflow designer experience), I’d recommend creating an xtension.  Here’s a sample on that has instructions on how to work with SPO which you could modify.

https://gallery.nintex.com/t/sharepoint-online-additional-web-actions

 

Documentation on Xtensions is here: https://help.nintex.com/en-US/xtensions/

 

Cheers

 


Forum|alt.badge.img+2
  • Author
  • Rookie
  • February 3, 2026

Hello ​@Chris_Ben 

sounds a little bit complicated just for creating a csv file

have to think about…

KR Jochen


Chris_Ben
Nintex Employee
Forum|alt.badge.img+14
  • Nintex Employee
  • February 3, 2026

Yes there’s a bit more involved when creating this Xtension because of the setup you have to do with the Azure app registrations etc.  My first preference would be to create an Excel file using the document generation action if an Excel instead of CSV format is acceptable and if you have sufficient doc gen quota.