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Customer Relationship Management (CRM)

Duplicate Column

Export an in memory CSV into a JSON file for persistence and use elsewhere.

Export JSON

Find the first row in the table that matches a specific filter.

Find Row

Delete Rows

Rename Columns

Add Row

Export an in memory CSV into a file for persistence and use elsewhere.

Export CSV

Return the number of columns that are available in an in memory CSV.

Get Column Count

Return all columns from single row in the CSV.

Get Row

Return the number of rows that are available in an in memory CSV.  This doesn't take into account content.

Get Row Count

Return all columns from a number of rows from in the CSV.

Get Rows

Update a single column in multiple rows using a function

Update by Function

Create a temporary CSV for use within the current workflow execution from an existing XLSX file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XLSX File

Delete Row

Delete a specific CSV created in Current Run and Account scope.

Delete a CSV

Duplicate

Sort CSV

Create a temporary CSV for use within the current workflow execution.  You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV

Create a temporary CSV for use within the current workflow execution from an existing file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From File

Return a single column from a number of rows from in the CSV.

Get column from rows

Join two CSVs together based on a common field, using a left, inner or outer join. Indexes will automatically be created on for the columns chosen.

Join CSVs

Parse Text

Delete all rows that match a specific filter.

Delete Rows By Filter

Delete columns

Rename Column

Update Cell

Set new values in all rows matching given filters, in the CSV

Update Rows by Filter

Add Column

Add Rows

Create a temporary CSV for use within the current workflow execution from an existing XML file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XML File

Delete column

Export an in memory CSV data into a plain text file using a template configuration

Export File

Find rows in the table that match a specific filter.

Find Rows By Filter

Change the characters (such as delimiter and escape character) used in a CSV. This operation may be required for CSVs with embedded new lines and quote character in cell values.

Format CSV

Generate a list of column descriptions from a JSON object (ignoring nested arrays and objects), and provide optional column type definitions to change the types of some fields.

Generate columns from object

Return the data in a specifc cell in the CSV.

Get Cell

Import an external CSV file into an existing in memory CSV

Import Data

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Integration

Integrate your CSVs with any data source, fast

CSV 2

Automation

Powerful CSV automation

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Use cases

Take full control of your CSV data

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Similar connectors to OnePageCRM and CSV

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OnePageCRM and CSV integrations couldn’t be easier with the Tray platform’s robust OnePageCRM and CSV connector, which connects any services without the need for separate integration tools.

OnePageCRM and CSV integrations couldn’t be easier with the Tray platform’s robust OnePageCRM and CSV connectors, which can connect to any service without the need for separate integration tools.

Integrate OnePageCRM and CSV with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to OnePageCRM and CSV and any other API, database, webhook, and more.

OnePageCRM and CSV integration + automation

OnePageCRM and CSV Connector Details

Popular OnePageCRM and CSV integrations

OnePageCRM and CSV templates