Setting Variable from row in csv file

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Setting Variable from row in csv file was created 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
8 months 2 weeks ago #21778
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Replied by admin on topic Setting Variable from row in csv file

Can you provide us with an example of the files, please
Mike
ETL Architect
8 months 2 weeks ago #21779

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Replied by sampelje on topic Setting Variable from row in csv file

file attached as requested
8 months 2 weeks ago #21780
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Replied by admin on topic Setting Variable from row in csv file

Thanks

Can you also provide us with the email message?

Also, are you planning to send attachments?
Mike
ETL Architect
8 months 2 weeks ago #21781

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Replied by sampelje on topic Setting Variable from row in csv file

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
8 months 2 weeks ago #21782

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Replied by admin on topic Setting Variable from row in csv file

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
8 months 2 weeks ago #21783

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