Help Centre › Building Processes
Convert a file to another format.
Add it to a process
In the process designer, open the Add step tab. Find Convert file format under File & Folder › File Operations, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| File path | Yes | File path of the file to convert |
| Convert to | Yes | The format to write. Not every pair is possible; the step names what this file type can become. |
| Save to | No | File path or folder for the output. Leave blank to write beside the original. |
| Sheet | No | Which worksheet to read, when converting out of Excel. |
| Separator | No | Column separator for CSV output. Comma unless set. |
| Pages | No | Which pages to read from a PDF, e.g. 1, or 1,3,5, or all. |
| Bank file layout | No | For a bank statement to CSV. Simple writes only Date, Description and Amount, the layout Sage imports. Full keeps every column. A statement saved as CSV or Excel needs Simple. Choices: Full (every column), Simple (Date, Description, Amount). |
| Date order | No | For a bank file whose dates could be read either way, like 05/09/2026. Only needed when the step asks for it. Choices: Day first (05/09 is 5 September), Month first (05/09 is 9 May). |
| Resolution (DPI) | No | Render quality when writing images from a PDF. 200 is screen-readable, 300 suits OCR. |
| Quality | No | 1-100, for JPEG and WebP only. Higher is larger and sharper. |
| Variable | No | Name of the variable where the result will be stored Default: file. |
What it gives back
{file}– Path of the converted file
See all File & Folder steps.