File and Document Management

EasyCSV

2min

The EasyCSV modules allow you to watch data imports and upload data to a CSV file in your EasyCSV account.

Getting Started with EasyCSV

Prerequisites

  • An EasyCSV account

In order to use EasyCSV with Make, it is necessary to have an EasyCSV account. If you do not have one, you can create an EasyCSV account at easycsv.io/signup.

Connect EasyCSV to Make

To connect your EasyCSV account to Make you need to obtain the EasyCSV Webhook URL and API Key from your EasyCSV account and insert it in the Create a connection dialog in the Make module.

  1. Log in to your EasyCSV account.
  2. Click Sheets > Import Sheet Details. Enter the sheet details and click Save. Copy the Import Sheet posted to API Webhook URL address.

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  3. Open any board, click Your Username > Business Info.

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  4. Copy the API Key to your clipboard.

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  5. Go to Make and open the EasyCSV module's Create a connection dialog.
  6. In the Connection name field, enter a name for the connection.
  7. In the EasyCSV Webhook URL field, enter the URL address copied in step 2.
  8. In the API Key field, enter the API key copied in step 4. Click Continue.

The connection has been established.