Contacts from CSV — as cards in yclients

The scenario takes a CSV file from Box, parses it and creates a separate page in yclients for each contact.

  • Import from a CSV in Box
  • Parsing the file into records
  • A page for every contact
  • No manual field entry
Set it up for yourselfScriptera

How it works

To create yclients records from Box without manual input, use a ready-made scenario.

  1. Starts when: When clicking ‘Execute workflow’
  2. Then: Download file
  3. Then: Extract from File
  4. Then: Code
  5. Then: Create a database page

You can launch this Box + yclients integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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