Setting Variable from row in csv file

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1 year 2 weeks ago #21778 by sampelje
Hi, I am confused.Trying to create a mail merge workflow. So I have a file with row data per employee. How do I set the variable value to the column/row - see attached
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1 year 2 weeks ago #21779 by admin
Can you provide us with an example of the files, please

Mike
ETL Architect

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1 year 2 weeks ago #21780 by sampelje
file attached as requested
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1 year 2 weeks ago #21781 by admin
Thanks

Can you also provide us with the email message?

Also, are you planning to send attachments?

Mike
ETL Architect

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1 year 2 weeks ago #21782 by sampelje
yes a pdf attachment

email: <WorkEmail>

Dear <Legal_FirstName> <Legal_LastName>

Your <CurrentYear> PTO balance is <Remaining_Balance>
You have requested <Requested_Balance> days and taken <Taken> days so far this year.

Finance Team

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1 year 2 weeks ago #21783 by admin
Thank you for your clarification

What you need to do is to load the data from the excel file into the database.
Then you can use SQL to populate the list of variables.
Please keep us posted on your progress.

If you are stuck let us know we will create a working example for you

Mike
ETL Architect

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