> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/advanced-tutorials/direct-file-input-in-a-workflow/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://zuora.ferndocs.com/_mcp/server. # Upload a CSV file in a workflow > Learn how to attach a CSV file to a workflow for data processing. Learn how to attach a CSV file to a workflow for data processing. You can directly upload a CSV file to a workflow. After the file is uploaded, you can select the file as a data object or reference specific data fields of the file using Liquid template language in all tasks of the workflow. Open the workflow where you want to upload a CSV file, click the **Settings** tab of the workflow definition. In the **Workflow Triggers** section, if the **Callout** box is selected, deselect **Callout**. In the **Mapped Input Fields and Params** section, configure the input field settings for the file. 1. Select **Files** in the Object list. 2. Select **File-Field** in the **Data Type** list. 3. Specify a name in the **Field Name** text box to identify the file. 4. Select **required** to have the workflow prompt you to upload a file. Click **Update** to save the settings. ![Workflow file input setting](/_fern-img/78cad5e2e8bc48ce1cd7537c31042d14259594b20f6f0ed5cb2acd74b630ca76.webp) Click the **Workflow** tab at the top, then click **Run**. When you manually run the workflow, a dialog is displayed prompting you to upload the file. ![Workflow file upload dialog](/_fern-img/8e2c9dede4ad715dfa3a6b96f0202c61c37d2ce555702ab42a28eaa0c8003bf4.webp) Upload the CSV file and configure other required fields, then click **Run**. After the file is uploaded, you can select this file from data object lists in tasks or reference this file using Liquid templates in the format of `Data...` . For example, if we have uploaded a file with the file name `file_2`, we can select this file in an Iterate task. > Learn how to attach a CSV file to a workflow for data processing. ## Docs - [Uploaded file processing](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/advanced-tutorials/direct-file-input-in-a-workflow/uploaded-file-processing.md): Use this reference to learn more about uploaded CSV file processing.