Excel Document - Convert to CSV

Converts an Excel spreadsheet to a Comma-Separated Values (CSV) file.

Remarks

The Convert To CSV command automates the conversion of a Microsoft Excel document (or supported related format) to CSV within a Batch Folder.

Workflow

• Extracts worksheet data from the Excel document attachment.
• Converts each worksheet to CSV format.
• Saves the results according to the selected ConversionMethod:
  • Children: Each worksheet is saved as a child document.
  • Files: Each worksheet is saved as a named file in the batch folder.
  • Attachment: The Excel attachment is replaced with a single CSV file containing all worksheets.
• Worksheet selection and naming can be controlled using the TabNames property.

Supported Scenarios

• Batch normalization of Excel documents to CSV for downstream processing, data extraction, or export.
• Enables CSV-based extraction, review, or compliance workflows in Grooper.

Error Handling

• If no worksheets match the criteria specified in TabNames, an error is thrown and the conversion is aborted.

Usage Notes

• Use this command to standardize spreadsheet formats in batch workflows, especially when downstream activities require CSV input.
• Combine with Content Type and Data Model configuration to extract structured data from the resulting CSV files.
• Suitable for financial records, data exports, and any scenario requiring CSV conversion of Excel-based content.

For more information, see the documentation for Batch Folder, Attachment Type, and spreadsheet conversion in Grooper.

Properties

See Also

Excel Document