Transforming Data to CSV Format

"CSV"  takes input data in the form of JSON array and transforms it into CSV format.

In this example, we'll create a flow: "Import contacts from HubSpot, create an email template in Mailchimp with a link to a file containing the imported contacts."

We will convert the query output from HubSpot into a CSV format file using "CSV" and "File Append."

1. Go to the Flows tab from the top menu.
2. Create a new flow.
3. Search and select "Setup."
   • Setup acts as a trigger in this flow and runs all the child steps.
   • Setup doesn't require any configuration. Click Done.
4. Add HubSpot in the child step.
5. Add "Get Contacts" query.
6. Connect your HubSpot account.
   • If you don't have one, you can sign up for free.
7. Enter the number of records you want to import.
   • The records will be imported page-by-page, and the number you provide will be rounded to the nearest page.
   • Leave this field empty, if you want to import all records.
8. Select the List from which you want to import the contacts. Click Continue.
9. Click Test.
10. You will receive a success message when Integry fetches all HubSpot contacts. Click Done.
11.  Click on the "Add Step" button.
12. Search and select "CSV."
13. Add the "JSON to CSV" action.
14. Provide a 'CSV Delimiter' that separates the values in the CSV file (mostly the comma (,) character).
15. Provide the input JSON array in the 'JSON Text' field. You can either input the array manually or add dynamic tags to enter it's value.
    
    • To add a dynamic tag, click on the '+' sign, then click Get 'Contacts.'
    • Click "Add to Field" in front of 'Obj' to add the data stored in Obj object to the JSON Text field.  
16. Click Continue.
17. Click Test.
18. You will receive a success message when the JSON array of the records fetched by the query step has been converted into CSV format.
19. Click on Test Result to view the converted records.
    • All the contacts imported by the HubSpot query have been converted into CSV format and are separated by a (,).
20. Click on the "Add Step" button.
21. Search and select "File Append."
    • We will be converting the csv data into a file.
22. Add the "Append File" action.
23. Enter a suitable File Name.
24. Enter the File Extension.
    • We support txt, js, html, csv, png, pdf file formats.
25. Enter the Data to be appended to the file. 
    • You can either enter the data manually or use dynamic tags.
    • To add a dynamic tag to the field, click on the '+' sign and then click JSON to CSV.
    • Expand the 'Out' object and click "Add to Field" in front of 'output' to add the tag for the data coming in from CSV step.
26. Click Continue.
27. Click Test.
28. You will see a success message when the data from CSV step has been appended into a file.
29. The File Append step will provide a URL of the file containing CSV data of all imported contacts from HubSpot, you can see that in the Response section of Test Result. Click Done.
30. You can send this file in an action to any app.
31. Click on the "Add Step" button.
32. Add the Mailchimp action "Create Email Template."
33. Connect your Mailchimp account.
    • If you don't have one, you can sign up for free.
34. Enter the Name of the email template.
35. Enter the HTML. You can either enter a manual value of add dynamic tags received in the output of the File Append step for this field.
    
    • Click on the '+' sign on the right of the HTML field, then click Append File.
    • Expand the 'Out' object , and then click "Add to Field" in front of 'file_url' to add a dynamic tag.
36. Click Continue and then click Test.
37. You will see a success message when all contacts fetched from HubSpot have been sent to Sendinblue.
38. Save and publish your flow.

When your user sets up this integration, the imported contacts from HubSpot will be appended into a file and then sent to Mailchimp as a part of the email template.