How to merge CSV files automatically

by Jun 29, 2020

How many hours have you spent importing CSV files into Excel or Google Sheets? Or manually extracting and combining data from multiple CSV files into one sheet? Chances are — a lot. CSV files are a simple and convenient format for storing and moving data between software, but getting your data out of them and into a spreadsheet for analysis is cumbersome. You can eliminate this time-consuming task by setting up a workflow to merge CSV files into one central spreadsheet automatically. Here’s how:

Once your CSV files or spreadsheets are stored in the cloud you can create dynamic connections between them with Sheetgo. This enables you push and pull data between files while leaving the source file intact. As a result you can:

  • Consolidate multiple CSV files into one worksheet
  • Eliminate copy-pasting
  • Save time on manual work
  • Pull CSV data into Excel or Google Sheets automatically
  • Generate automated reports and dashboards

 How to merge CSV files into one 

Merge CSV in Excel

Step 1: Install Sheetgo

Install Sheetgo here.

Once inside the web application, click +Create workflow and then Connect to start creating the connection. In this example, we will consolidate multiple CSV files into one spreadsheet tab.

Step 2: Select multiple CSV files as your data source

Select your data source. In this case, we select Multiple files.

Find the CSV files that you want to merge (consolidate) from inside your cloud storage folder. Add a file, then click +Add another source file.

Note that Sheetgo can only merge data from multiple CSV files correctly if all source files have the same column structure. For example, if you have a column called “Name” it should be in the same position in every file.

Optional: if you want to be able to see where the consolidated data came from, Sheetgo can create an extra column in the destination sheet, indicating the origin of the data. Go to Settings > enable Identify Source

When you have added all the CSV files you want to merge, click Continue.

Merge CSV files Sheetgo

Step 3: Select your destination file

Next, select which file you want to send the data to. All your CSV data will be consolidated (merged) into this file.

This can be either an Excel or a Google Sheets file. Select an existing file from inside your Drive, or let Sheetgo create a new one for you.

In this example I will merge the CSV files into a new Excel file with the name “CSV merge”

Sheetgo will create a new tab(worksheet) in this file containing all the consolidated data. In this example I will name the tab “Investments”.

Merge CSV files data destination

Finally, click Finish and save to create the connection. Sheetgo merges the CSV files into a single Excel worksheet.

Step 4: Automate the workflow

You have created a Sheetgo workflow with a consolidate connection. This pulls data from multiple CSV files into one spreadsheet tab. You can update (refresh) the data in the destination file at any time by opening Sheetgo and manually clicking to update.

To automate this entire process, go to the floating bar on your workflow and click Automate.

Enable automatic updates and schedule them as frequently as you need: hourly, daily, weekly, or monthly. You can also schedule the precise time and day of the week.

Merge CSV files automatic updates

Automated CSV merging

That’s how to merge CSV files into a single spreadsheet automatically.

If you handle a lot of dynamic data, check out how to generate an automated record of changes to your data by appending CSV files and creating a historical track of your data.

Share This