How to use Virtual Fields

Step 1: Have an admin navigate to the Sheet import page.

Click the "Virtual Output Fields" link in the top navigation.

Step 2: Create a new Virtual Output Field Rule

Select between 3 options:

1. Combine/Extract/Transform single or multiple values
2. Add a new field with a static text value
3. Replace a value with If _____ then _____ case statements

Step 3: Use the Virtual Fields

• If going to another app supported by EasyCSV, then map the Virtual Fields to a field in the destination app.
• If posting to Zapier or IFTTT, use the virtual fields in your Zap or Applet.
• If posting to Google Sheets, then add a new column header with the text from the Virtual Field Output Key field.
• If posting to your own app, use the "virtual_fields" part of the JSON being posted to your endpoint

Step 1: Create a Virtual Field

Create a new Virtual Field using the tab "Combine column values"

Step 2: Select the columns or EasyCSV fields you want to combine

Use the "+ Add another spreadsheet column / field button" to select multiple fields to combine.

Step 3: Specify how you want to combine the values

In the "Join Delimiter" field type the characters you want in between the values you ware combining. Example: If I type ", " then have 3 columns to combine the final value may look like this "cat, dog, fish"

Step 1: Create a Virtual Field

Create a new Virtual Field using the tab "Single Static Text Value"

Step 2: Enter in value

Enter in this exact text and the column will be blank for every row: {BLANK}

Use Case	What column name to use for your Virtual Field and action	Ruby Regular expression to use
Get the file name WITHOUT the file extension from an attached CSV file emailed to EasyCSV for import	Column: EasyCSV - Import name Action: Extract text with Regular Expression	(.+?)(\.[^.]*$|$) test example file name
Get the word immediately after some matching text in the email body sent to EasyCSV for an import	Column: EasyCSV - Email Body Text Action: Extract text with Regular Expression	Let's say you want the word immediately after "Unique ID:" and there is a space seperating (?<=Unique ID:\s)[^.\s+]* test example email text
Get all words to the end of the line of text immediately after some matching text in the email body sent to EasyCSV for import	Column: EasyCSV - Email Body Text Action: Extract text with Regular Expression	Let's say you want the line of words immediately after "Note:" and there is a space seperating (?<=Note:\s)[^\n\r]* test example email text
Get the start of a string until the 1st occurrence of a specific character	Column: Any column value Action: Extract text with Regular Expression	Let's say you want the characters from the start of the string until the first "(" char ^[^\(]* test example text
Get the characters within 2 surrounding characters like (parentheses)	Column: Any column value Action: Extract text with Regular Expression	Let's say you want the characters within "(" and ")" chars \((.*)\) test example text
Get all text between two substrings	Column: Any column value Action: Extract text with Regular Expression	Let's say you want the name and email from the raw_body of a forwarded email (?<=From: )(.*)(?=\\nSent:) test example text
Extract from email from a forwarded email	Column: EasyCSV Raw Email Body Action: Extract text with Regular Expression	Let's say you want just the email from the raw_body of a forwarded email (?<=\<)(.*)(?=>\\nSent:) test example text
Get last word from the subject line of an emailed import to EasyCSV	Column: EasyCSV - Email Subject Line Action: Extract last word

How can I test my Regular Expression?

Use this handy Ruby Regular Expression Tester

Step 1: Create a Virtual Field

Create a new Virtual Field using the tab "If value is ____ then change to ____ (Case Statement)"

Step 2: Select the column that contains the value you want to swap

Use the dropdown with the label "IF" to select the column that will contain the value you want to possibly swap for different values.

Step 3: Specify cases of where you want to swap the value for a new one

Add multiple cases where you can specify if the value "exactly matches" or simply "includes" a string/text. If the match happens then EasyCSV will swap that value for the New/Output Value.

You can have up to 10 cases for matching and swapping of the value. If you need more please contact support@easycsv.io

If no match happens for the value in the row, EasyCSV will return the value from the CSV/spreadsheet that is being imported. EasyCSV only swaps out values that match the cases you set up. You can also set a final else value.

For the output value you can use the special syntax: {FIELD_VAL} which will be replaced with the spreadsheet column value at import time. For example, you can set the output value to be: {FIELD_VAL} dollars. And if the column value of the row's column was "5" the final case statement value would be come: 5 dollars

Step 4: Use the Virtual Field instead of the column name

• If going to another app supported by EasyCSV, then map the Virtual Field to a field in the destination app.
• If posting to Zapier or IFTTT, use the Virtual Field in your Zap or Applet. You will have to pull a new example row in Zapier to see this new Virtual Field you created.
• If posting to Google Sheets, then add a new column header with the text from the Virtual Field Output Key field.
• If posting to your own app, use the "virtual_fields" part of the JSON being posted to your endpoint

Step 1: Have an admin navigate to the Sheet import page.

Click the "Virtual Output Fields" link in the top navigation.

Step 2: Create a new Virtual Output Field Rule

Create a new Virtual Field using the tab "Single Static Text Value"

Step 3: Specify the value of the field

This field will be set to the static text you specify for every row being sent to the destination App/API/Zapier/IFTTT.