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Data Pipelines

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Automations

Select, execute, and share your data pipeline templates.

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My Templates

Get started in 3 simple steps

1

Define Schemas

Upload source and destination CSV layouts to extract field headers automatically.

2

Map Headers

Create visual transformation rules to match, merge, or convert data fields.

3

Transform Data

Upload your production files to immediately download custom transformed outputs.

Shared With Me

No shared templates available.

Visual Mapping Studio

Configure transformation rules between your source and target CSV files.

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Template Limit Reached

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New to Phantom Automate?

Load preset demo schemas to instantly try out the visual transformation studio.

1. Define Schema Sources

Upload small sample CSV files (containing headers and a few data rows) to extract your source and destination schemas.

🔒 Privacy & Security Note: Your CSV data files are processed on-the-fly in-memory and immediately deleted after transformation. We never store or log your uploaded file contents.
📥

Source / Input CSV

CSV file exported from CRM/source database.

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📤

Target / Output Template CSV

Strict layout required by accounting/destination tool.

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2. Header Transformation Engine

Define rules to map elements from your Input CSV fields into the Output CSV templates.

Available Input Headers

Output Target Fields & Logic

Billing & Subscription

Manage your templates quota, view pricing plans, and update billing status.

Current Plan: Free
Active Templates: 0 / 1
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Available Subscription Plans

Developer API Console

Manage your credentials and view code samples to transform files programmatically.

Active API Keys

Create and revoke tokens to connect your internal scripts, CRM webhooks, or daily sync tasks.

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Your API Key is Ready

Make sure to copy your API key now. You won't be able to see it again!

Integration Guide & Code Samples

Learn how to trigger CSV schema conversions and real-time JSON payload mappings from your codebase.

# Transform a CSV file stream (Batch Mode)
curl -X POST http://localhost:3005/api/v1/process \
  -H "Authorization: Bearer YOUR_API_KEY_HERE" \
  -F "templateId=YOUR_TEMPLATE_UUID_HERE" \
  -F "file=@your_input_data.csv" \
  --output transformed_output.csv

# Transform real-time records in JSON (Webhook Mode)
curl -X POST http://localhost:3005/api/v1/process/json \
  -H "Authorization: Bearer YOUR_API_KEY_HERE" \
  -H "Content-Type: application/json" \
  -d '{
    "templateId": "YOUR_TEMPLATE_UUID_HERE",
    "records": [
      { "First Name": "John", "Surname": "Watson", "Phone": "07700 900077" }
    ]
  }'
import requests

# 1. Transform a CSV file stream
url_csv = "http://localhost:3005/api/v1/process"
headers = {"Authorization": "Bearer YOUR_API_KEY_HERE"}
data = {"templateId": "YOUR_TEMPLATE_UUID_HERE"}
files = {"file": open("raw_input.csv", "rb")}

response = requests.post(url_csv, headers=headers, data=data, files=files, stream=True)
if response.status_code == 200:
    with open("transformed_output.csv", "wb") as f:
        for chunk in response.iter_content(chunk_size=8192):
            f.write(chunk)

# 2. Transform real-time JSON records
url_json = "http://localhost:3005/api/v1/process/json"
payload = {
    "templateId": "YOUR_TEMPLATE_UUID_HERE",
    "records": [
        {"First Name": "John", "Surname": "Watson", "Phone": "07700 900077"}
    ]
}
res = requests.post(url_json, headers=headers, json=payload)
print(res.json())
const axios = require('axios');
const fs = require('fs');
const FormData = require('form-data');

// 1. Transform a CSV file stream
const form = new FormData();
form.append('templateId', 'YOUR_TEMPLATE_UUID_HERE');
form.append('file', fs.createReadStream('./raw_input.csv'));

axios.post('http://localhost:3005/api/v1/process', form, {
  headers: {
    ...form.getHeaders(),
    'Authorization': 'Bearer YOUR_API_KEY_HERE'
  },
  responseType: 'stream'
})
.then(response => {
  response.data.pipe(fs.createWriteStream('./transformed_output.csv'));
});

// 2. Transform real-time JSON records
const payload = {
  templateId: 'YOUR_TEMPLATE_UUID_HERE',
  records: [
    { 'First Name': 'John', 'Surname': 'Watson', 'Phone': '07700 900077' }
  ]
};
axios.post('http://localhost:3005/api/v1/process/json', payload, {
  headers: { 'Authorization': 'Bearer YOUR_API_KEY_HERE' }
})
.then(res => console.log(res.data));

Team & Workspace

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Seat Usage

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Send a workspace invitation by email. Invitees will receive a link to register and join your team.

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Execute CSV Automation

Upload your fresh, runtime data file. The engine will parse and transform your rows on-the-fly using the Template Name blueprint, triggering an immediate download.

🔒 Your CSV file is securely streamed, processed transiently, and immediately deleted. Please verify the column values of the downloaded CSV file before importing it into banking or accounting portals.

Configured Logic Overview

📥 Drag & drop your runtime data CSV here
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Secure Automation Access

Enable external collaborators to run this schema mapping with their own input files. Collaborators cannot edit the structure of your template.

Enable Secure Invite Links

Toggle off to immediately revoke all collaborator access.

Share with Workspace Tenant

Anyone who joins this tenant workspace can see and run this template.


Access List

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Current plan: Free (1 template, 1 seat)

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