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mshealy
Established Contributor
Established Contributor
Nov 14, 2025 3:27 PM UTC
Question

load csv data into a running workflow to a variable

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
Nov 14, 2025 4:02 PM UTC

​@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
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mshealyEstablished ContributorAuthor
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Nov 14, 2025 6:17 PM UTC

This is the variable and csv file. 

 

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Denise
mshealy
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mshealyEstablished ContributorAuthor
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Nov 14, 2025 7:55 PM UTC

​@JohnSantos any ideas?

 

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Denise
JohnSantos
Guru
Guru
Nov 14, 2025 8:07 PM UTC

​@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
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Nov 14, 2025 8:23 PM UTC

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.

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Denise
JohnSantos
Guru
Guru
Nov 14, 2025 9:24 PM UTC

​@mshealy 

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

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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
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mshealyEstablished ContributorAuthor
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Nov 17, 2025 12:39 PM UTC

​@mshealy 

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

 

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Denise
mshealy
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mshealyEstablished ContributorAuthor
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Nov 18, 2025 12:59 PM UTC

​@JohnSantos 

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Denise
JohnSantos
Guru
Guru
Nov 18, 2025 11:12 PM UTC

​@mshealy 

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

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mshealy
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mshealyEstablished ContributorAuthor
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Nov 19, 2025 6:06 PM UTC

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

 

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Denise