Exporting contents to a CSV file

Email Parser can save the data captured from your emails directly into a CSV file. To do this, you create an action of type Create rows in a CSV file. Each time an email is processed, a new row is added to the CSV file with the values of the fields you have configured.

Setting up the action

To configure this action, you need to provide the following:

• File path (Windows app) or file name (Web app): In the Windows app, enter the full path on your hard drive where the CSV file should be saved (for example, C:\Users\YourName\Documents\emails.csv). In the Web app, simply enter a file name (for example, emails.csv). The file is saved to a special cloud folder called My Files (see below).
• Columns: Add the fields you want to include as columns in the CSV file. Click the + button to add a column and select or type the field name for each one.

If the CSV file does not exist yet, Email Parser will create an empty one automatically. If the file already exists, each new processed email will add a new row with the captured data.

Where CSV files are saved in the Web app

Because the Web app runs in the cloud and does not have access to your local hard drive, CSV files are saved to a special folder within the Email Parser Web app called My Files. To access your saved CSV files, click the account icon at the top left of the Web app and then select the My Files tab.

Seeing the full process in action

The animation below shows the complete process from start to finish: an existing email is manually selected, the Process email button is clicked, the workflow runs, and the captured data is saved as a new row in the CSV file.

How to save multiple rows to CSV

Sometimes a single email contains data for more than one row. For example, an email might include an order with several line items, and you want each line item to be saved as a separate row in the CSV file. Email Parser supports this scenario in two ways.

Simple method: If your email fields naturally contain multiple values (for example, a field that captures all order line items), you can simply add those fields as columns in the action. Email Parser will automatically detect that each field contains multiple values and will create one row per value in the CSV file. No extra setup is needed.

Advanced method using a Loop action: If you need more fine-grained control over how rows are grouped (for example, when each row is made up of several different fields and you want to specify exactly which fields belong together), you can use a Loop action. In the Loop action, you define which fields form a single row. Then you attach the CSV action to the Loop action so that it runs once per iteration. This gives you full control over the structure of the rows being saved.