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mshealy
Established Contributor
Established Contributor
November 14, 2025
Question

load csv data into a running workflow to a variable

  • November 14, 2025
  • 11 replies
  • 260 views

I want to load the data from a CSV file into a running workflow to populate a variable so that I can use that data inside the workflow.  i tried create a variable from csv but are doing something wrong as its failing.

Thanks for any assistance

11 replies

JohnSantos
Guru
Guru
November 14, 2025

@mshealy 

That could be failing for many different reasons.  Do you have any more information on what the error is or what is not doing? 

The most common reason is a mismatch between CSV column headers and Variable property names.  CLM is case-sensitive and spacing-sensitive too.

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mshealy
Established Contributor
mshealyEstablished ContributorAuthor
Established Contributor
November 14, 2025

This is the variable and csv file. 

 

Denise
mshealy
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mshealyEstablished ContributorAuthor
Established Contributor
November 14, 2025

@JohnSantos any ideas?

 

Denise
JohnSantos
Guru
Guru
November 14, 2025

@mshealy 

  1. You have two columns on the CSV file without a name.  Removed them if you don’t need them.
  2. Remove blank rows at the bottom of the CSV.
  3. Check for trailing spaces or hidden characters from headers in the CSV.
  4. Delete invisible BOM characters by saving the CSV as UTF-8 without BOM.
  5. Confirm that you’re targeting the correct variable in the workflow: use PartyListCSV.party, not PartyListCSV.
  6. Confirm your workflow step is “Set Variable from CSV” and not “Set Variable from Data”.

 

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mshealy
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mshealyEstablished ContributorAuthor
Established Contributor
November 14, 2025

I only have these two steps to choose from

Create variable from csv

Update variable from csv

I don’t have a set variable from csv step option.

Denise
JohnSantos
Guru
Guru
November 14, 2025

@mshealy 

Show me a screenshot of your “Create Variable from CSV” configuration.

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mshealy
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mshealyEstablished ContributorAuthor
Established Contributor
November 17, 2025

@mshealy 

Show me a screenshot of your “Create Variable from CSV” configuration.

 

Denise
mshealy
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mshealyEstablished ContributorAuthor
Established Contributor
November 18, 2025

@JohnSantos 

Denise
JohnSantos
Guru
Guru
November 18, 2025

@mshealy 

I think you are pointing the output to the wrong variable level. In your Output, choose PartyListCSV.party.  And run it again.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
mshealy
Established Contributor
mshealyEstablished ContributorAuthor
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November 19, 2025

I have it running but it is only return one row. ​@JohnSantos 

 

Denise