Convert CSV files uploaded to Box into Google Sheets using Google Drive
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■Overview
Manually converting CSV files uploaded to Box into Google Sheets is time-consuming and prone to errors. With this workflow, simply uploading a CSV file to a specific Box folder automatically handles everything from uploading the file to Google Drive to converting it into a Google Sheet, eliminating the burden of repetitive tasks.
■Recommended for
- Anyone who uses both Box and Google Drive and manually converts CSV files
- Anyone who wants to reduce the time spent on recurring data processing and focus on core tasks
- Team leaders and staff who want to prevent operational errors and inconsistent data formats during file conversion
■Benefits of using this template
- Automates the entire process from uploading a CSV file to Box to converting it into a spreadsheet in Google Drive, reducing the time spent on manual work.
- Prevents human errors such as forgetting to download files or convert them manually, improving the accuracy of data processing.
■Workflow steps
- First, connect Box and Google Drive to Yoom.
- Select Box as the trigger and set the “When a file is uploaded to a folder” action.
- Next, set Box’s “Download a file” action as an operation to retrieve the file detected by the trigger.
- Then, set Google Drive’s “Upload a file” action as an operation to upload the downloaded file.
- Finally, set Google Drive’s “Convert a CSV file to a spreadsheet” action as an operation to convert the uploaded CSV file into a Google Sheet.
* “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization options
- In Google Drive’s “Upload a file” action, select the folder where you want to store the CSV file.
- For the converted Google Sheet’s file name, you can set a fixed value or a dynamic value such as the original file name. You can also select the destination folder.
■Notes
- Connect both Box and Google Drive to Yoom.
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Yoom allows you to integrate with Box's API without any coding, enabling the automation of various tasks. You can automatically store files attached to emails in Box, and receive notifications in Slack or Chatwork when files are uploaded to Box.
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