Extract data from CSV files stored in Box and add it to Microsoft Excel

■Overview

Do you manually copy and paste the contents of CSV files stored in Box into Microsoft Excel each time? These routine data entry tasks are time-consuming and can also lead to human errors such as transcription mistakes. With this workflow, simply uploading a CSV file to a specific Box folder automatically extracts the data from the file and adds records to Microsoft Excel, streamlining manual data entry.

■Recommended for

• Those who manage data on a daily basis using Box and Microsoft Excel
• Those who want to automate data transfers from CSV files and reduce the time spent on related tasks
• Those who want to eliminate manual input errors and improve data accuracy

■Benefits of using this template

• Data is automatically added to Microsoft Excel simply by uploading a file to Box, reducing the time previously spent on manual work.
• Because the system processes the data automatically, it helps prevent human errors such as manual transcription mistakes and missed entries.

■Workflow

1. First, connect Box and Microsoft Excel with Yoom.
2. Next, select Box as the trigger and set the action to “When a file is uploaded to a folder.”
3. Set Box’s “Download a file” action as an operation to retrieve the uploaded CSV file.
4. Then, set the AI feature’s “Process CSV” action to extract the required data from the downloaded CSV file.
5. Finally, set Microsoft Excel’s “Add a record” action as an operation to add the extracted data to the specified Excel file.

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

■Customization options

• In the Box trigger settings, specify the folder that should trigger the workflow when a file is uploaded.
• In the AI feature’s “Process CSV” operation, customize the processing as needed, such as which columns of data to extract from the file.
• In the Microsoft Excel operation, specify which Excel file and columns should receive the data, and configure the fields to include values obtained from the previous operation.

■Notes

• Connect both Box and Microsoft Excel with Yoom.
• Microsoft 365 (formerly Office 365) offers home and business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail.