Process CSV use cases and workflow examples

What does the Process CSV app do?

The Process CSV app automates the handling of CSV file attachments in Zendesk tickets. It extracts structured data—such as order IDs, reference numbers, or other key identifiers—and populates a designated ticket field. This makes tickets easier to search and enables data-driven workflows within your Zendesk environment.

What are the main use cases?

This app is ideal for organizations that frequently receive data in CSV format. Common scenarios include:

• Order Tracking: Automatically extract order IDs from CSV files to populate searchable fields.
• Customer Data Processing: Capture structured information (e.g., names, account numbers, product SKUs) directly from attachments.
• Logistics and Operations: Parse CSV manifests or delivery schedules and use the data to route tickets or trigger automation.
• Automation and AI Integration: Use extracted values in combination with other apps like AI Ticket Autofill for automated processing.
• Bulk Data Intake: Handle large-scale or recurring CSV-based submissions without manual data entry.

Can the app be customized?

Yes. As a Knots Studio Template, Process CSV is fully customizable. You can:

• Modify the logic to extract different data fields.
• Call external APIs using the extracted data.
• Integrate with tools like CRMs, ERPs, or custom dashboards.
• Combine it with other Knots apps to build powerful end-to-end workflows.

Who benefits from this app?

• E-commerce and Retail Teams: To process CSV-based order summaries or batch customer data.
• Enterprise Support Teams: To manage large-scale ticketing workflows based on structured attachments.
• IT and Automation Leads: To implement repeatable, scalable data-handling solutions within Zendesk.

Need help or want to learn more about Knots automations?
Feel free to reach out to us at support@knots.io or get in touch via our contact form.