---
title: Update CSV file for automation
description: "### **Updating a CSV in your automation** To update the CSV linked to your automation, select the automation from the list and click the **Update CSV** button (circular arrow icon). This will prompt you to upload a revised CSV file,…"
url: "https://legale.io/docs/update-csv-file-for-automation/"
updated: "2025-07-08"
category: Legale.io in details / 12. Automation
---

# Update CSV file for automation

### **Updating a CSV in your automation**

To update the CSV linked to your automation, select the automation from the list and click the **Update CSV** button (circular arrow icon). This will prompt you to upload a revised CSV file, which will replace the current dataset and apply new values to associated smart document variables.

![](https://legale.io/wp-content/uploads/2025/07/update-1024x542.jpg)

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### **Finalizing the CSV update**

After selecting your updated CSV file and adjusting parsing preferences (e.g., delimiter, quote handling, and header presence), click the **Submit** button to apply changes. This action will refresh the linked data source, allowing all workflow and smart document operations tied to that automation to reflect the new CSV content.

![](https://legale.io/wp-content/uploads/2025/07/update-2.jpg)

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### Schedule update

The **"Schedule update"** function allows you to automatically refresh the CSV by setting up a scheduled interval, ensuring the document stays up to date.

![](https://legale.io/wp-content/uploads/2025/07/update-3-1024x542.jpg)

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### Update schedule configuration

This screen allows you to configure the automated update settings for a smart document. You can choose between a Daily update or a Recurring schedule. Define the start date, finish date, and time of update to control when the automation should run. Enable the Active checkbox to activate the schedule, and click **Save** to confirm the configuration.

![](https://legale.io/wp-content/uploads/2025/07/update-4.jpg)