CSV - Iterator Issue

[WunderDich_GmbH]

Hello Make Community,

I am working on an automation where CSV data is to be processed and updated in Zoho CRM. Up to the CSV module, everything is working fine and I can see the individual bundles with the required data. Now I am having trouble connecting the Iterator to the CSV module.

Current situation:

1. the CSV module reads the CSV file and creates an array of bundles containing all the required information for the CRM data.
2. now I want to process each bundle individually through the iterator so that I can update the fields in Zoho CRM with the specific data from each bundle.

The problem: I am not able to connect the CSV module to the iterator correctly. The iterator does not seem to process the CSV data so that it passes through correctly. I need support to:

• Connect the iterator to the CSV data correctly.
• Ensure that each bundle from the CSV file is processed individually.

Goal: Each bundle of the CSV file should be processed by the iterator and based on the data contained, the corresponding fields in Zoho CRM should be updated. It is particularly important that the iterator runs through the various records correctly and allows me to find and update the relevant fields in the CRM for each individual bundle.

I would be very grateful for a solution and look forward to your help.

I also have a Loom video here where I describe the situation in 3 minutes:

The video is in German, but maybe you can recognise what I mean
https://www.loom.com/share/d9f9a8b5edec4c56a15dfe6d167d0d66?sid=7146e7b0-8db3-4d15-b45f-07304e404557

[Stoyan_Vatov]

Hey there,

it looks like the CSV file is already producing separate bundles for each entry. No need for the iterator module here.

[samliew]

Welcome to the Make community!

If you need further assistance, please provide the following:

1. Relevant Screenshots

Could you please share screenshots of your scenario? Also include screenshots of any error messages, module configuration fields, and any filter settings. We need to see what you’re working with to give you the best advice.

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2. Scenario Blueprint

Please export the scenario blueprint. Providing your scenario blueprint file will allow others to quickly recreate and see how you have set up the mappings in each module, and also allows us take screenshots or provide module exports of any solutions we have for you in return - this would greatly benefit you in implementing our suggestions as you can simply paste module exports back into your scenario editor!

To export your scenario blueprint, click the three dots at the bottom of the editor then choose ‘Export Blueprint’.

You can upload the file here by clicking on this button:

3. Output Bundles of Modules

Please provide the output bundles of each of the relevant modules by running the scenario (you can also get this without re-running your scenario from the History tab).

Click on the white speech bubbles on the top-right of each module and select “Download input/output bundles”.

A. Upload as a Text File

Save each bundle contents in a plain text editor (without formatting) as a bundle.txt file.

You can upload the file here by clicking on this button:

B. Insert as Formatted Code Block

If you are unable to upload files on this forum, alternatively you can paste the formatted bundles.
These are the two ways to format text so that it won’t be modified by the forum:

• Method 1: Type code block manually

  Add three backticks ``` before and after the content/bundle, like this:

  ```
  <sup>content goes here</sup>
  ```

• Method 2. Highlight and click the format button in the editor

  

Providing the input/output bundles will allow others to replicate what is going on in the scenario, especially if there are complex data structures (nested arrays and collections) or if external services are involved.

Sharing these details will make it easier for others to assist you.

[WunderDich_GmbH]

Hey Stoyan,

Thanks for your reply. If there are already bundles produced I wonder how I get them implemented in our CRM… as you can see in the video there is only a small ‘1’ at the top right of the CSV module and that actually shows me that there is only one file… but I’m pretty new to Make and don’t really know my way around. Maybe you can tell me how I should proceed! That would help me out.

Regards
Nicos

[WunderDich_GmbH]

thx for the long answer! Here is the blueprint that is not yet working:
blueprint.json (52.7 KB)

[WunderDich_GmbH]

Hey Samliew,
I still can’t solve my problem and I’m still in the same place… Do you have any idea how I can get the data into my Zoho CRM, possibly without Iterator? That would help me massively! I have never tried the Make Community, I hope I can get help here!

[samliew]

There isn’t enough information for me to look at and advice on this issue.

If you would like further assistance, please provide the following:

1. Screenshots of scenario, the individual module fields (mappings), error messages, etc.
2. Scenario Blueprint
3. Exported JSON output bundles of the modules (not just screenshots)

Please refer to the previous post for further instructions on how to provide them.

You can also use the Hire a Pro category to request for private 1-to-1 assistance via video call/screenshare/private messaging/etc. This may help you get your issue resolved faster especially if it is urgent or contain sensitive information. It is important to post your request in the Hire a Pro category, as forum members are not allowed to advertise their services in other categories like here (even if it’s free/unpaid). Posting in the Hire a Pro category will allow other members to assist you over other forms of communication.

— @samliew

P.S.: Investing some effort into the Make Academy will save you lots of time and frustration using Make.

[WunderDich_GmbH]

Thank you for the answer,

I will hire a pro if I can’t solve the problem myself quickly. It may be a simple problem. I’d like to get an assessment from you first, for example.

Enclosed is the screenshot of the scenario:

I can’t show the JSON outputs directly because a lot of sensitive data is shown. Perhaps an assessment based on the setting and the screenshots of this is sufficient:

all Operations are empty and therefore no data is passed on

Stoyan said above that the iterator may be unnecessary… what do you think? but there is only a ‘1’ at the top and I want to export all data records individually and update the respective users in CRM…

Thanks for the help, if an expert is needed, let me know

[samliew]

Yes, looks like the Iterator can be deleted as you are not iterating any arrays there.

Hope this helps!

— @samliew

P.S.: Investing some effort into the Make Academy will save you lots of time and frustration using Make.