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Table from a file (CSV/Excel)

7 steps± 5 minVideoVerified 22 Oct 2026
  1. Step 1 · Open your development environment
  2. Step 2 · Choose Table from a file
  3. Step 3 · Choose your file
  4. Step 4 · Check the columns
  5. Step 5 · Decide who may see it
  6. Step 6 · Import
  7. Step 7 · Look at your table

Do you already have your data in Excel, or in an export from another package? Then there is nothing to retype: Flow reads the file, proposes the columns and their kind, and puts every row in a new table. Here you use a list of customer requests. You start in the portal, at your organisation.

Watch the whole guide as a video7 steps in one film
Step 1 / 7

Open your development environment

In the portal, under Environments, click Development, and there Open. Flow opens in a new tab.

  1. Click Development
Open your development environment · Click Development
  1. Click Open ↗
Open your development environment · Click Open ↗
Open your development environment · Flow, with the explorer on the left and the module General.
Step 2 / 7

Choose Table from a file

Click + next to General and choose Table from a file. A window opens that takes you through reading the file in four steps: file, columns, security and import.

  1. Click Add to General
Choose Table from a file · Click Add to General
  1. Click Table from a file (CSV/Excel)
Choose Table from a file · Click Table from a file (CSV/Excel)
Choose Table from a file · The Table from a file window, at step 1: File.
Step 3 / 7

Choose your file

Click the box and choose your CSV or Excel file (dragging works too). Flow recognises the separator itself and shows the first rows, so you can see whether it looks right.

  1. Click the box for your file
Choose your file · Click the box for your file
Choose your file · 8 rows and 6 columns found, with a sample of the first rows.
  1. Click Next
Choose your file · Click Next
Step 4 / 7

Check the columns

Flow proposes a name and a kind for every column, based on what is in it: amounts become Number, dates Date. A column with only a few different values, like the status, gets those values as a fixed list. Give the table a name that says what it holds.

  1. In Table name, type Requests
Check the columns · In Table name, type Requests
Check the columns · Amount is recognised as a Number.
Check the columns · Status got the fixed values from your file.
  1. Click Next
Check the columns · Click Next
Step 5 / 7

Decide who may see it

The classification says how sensitive the data is; Internal fits a customer list without anything special. Here you can also set per role who may read or change; you can do that later as well.

Decide who may see it · Classification: Internal.
  1. Click Next
Decide who may see it · Click Next
Step 6 / 7

Import

Flow sums up what will happen. Every row is checked; a row that does not fit is skipped and reported, so you know exactly what did not come along.

  1. Click Import
Import · Click Import
Import · The summary: a table with 6 columns, 8 rows.
Step 7 / 7

Look at your table

Open the table: every row is there, with the right kind per column. From now on it works like any other table: you can change rows, use it in a workflow or publish it as an API.

  1. Click Open table
Look at your table · Click Open table
Look at your table · The table counts 8 rows.

This guide was carried out step by step on 22 Oct 2026 by an automated test on Flow (version 3e563176).