Process sales CSVs into invoices with data tables and email notifications

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Built by Patrick Siewert Patrick Siewert
Created on October 29, 2025

Description

🧾 Smart Sales Invoice Processor (Data tables Edition)

Transform uploaded sales CSV files into validated, enriched invoices, all handled natively inside n8n using Data tables, validation logic, enrichment, duplicate detection, and automated email notifications.

This workflow demonstrates a full ETL + business automation pattern, turning raw CSV data into structured, auditable records ready for storage and customer notifications.

✨ Features
βœ… Multi-format CSV input (file upload or raw text)
βœ… Validation for email, quantity, date, and required fields
βœ… Automatic error handling with 400 Bad Request JSON response for invalid CSVs
βœ… Product enrichment from Products Datatable
βœ… Invoice creation and storage in Invoices Datatable
βœ… Automated subtotal, tax, and total calculation
βœ… Duplicate order detection with 409 Conflict response
βœ… Ready-to-send email confirmations (simulated in this version)
βœ… Fully native, no external integrations required

🧩 Use Cases
E-commerce order and invoice automation
Internal accounting or ERP data ingestion
Migrating CSV-based legacy systems into n8n
Automated business logic for B2B integrations

βš™οΈ Setup Instructions

1️⃣ Create two n8n Data tables

Products
Stores your product catalog with SKU-based pricing and tax details.

| Column | Type | Example |
| -------- | ------ | -------------- |
| sku | String | PROD-001 |
| name | String | Premium Widget |
| price | Number | 49.99 |
| tax_rate | Number | 0.10 |

Invoices
Stores validated, calculated invoices created by this workflow.

| Column | Type | Example |
| -------------- | -------- | ------------------------------------------- |
| invoice_id | String | INV-20251103-001 |
| customer_email | String | [email protected] |
| order_date | Date | 2025-01-15 |
| subtotal | Number | 99.98 |
| total_tax | Number | 10.00 |
| grand_total | Number | 109.98 |
| created_at | DateTime | 2025-11-03T08:00:00Z |

2️⃣ Import Workflow
Import the provided workflow JSON file into your n8n instance.

3️⃣ Test the Workflow
Use cURL or Postman to send a test CSV to your endpoint.

curl -X POST \
-H "Content-Type: text/csv" \
--data-binary $'sku,quantity,customer_email,order_date\nPROD-001,2,[email protected],2025-01-15\nPROD-002,1,[email protected],2025-01-15' \
https://<your-n8n-url>/webhook/process-sales

πŸ“¦ Example Responses
βœ… Success (HTTP 200)

{
"success": true,
"processed_at": "2025-11-04T15:36:52.899Z",
"invoice_count": 1,
"invoices": {
"to": "[email protected]",
"subject": "Invoice INV-1762270612772-1 - Order Confirmation",
"body": "Dear Customer,\n\nThank you for your order!\n\nInvoice ID: INV-1762270612772-1\nOrder Date: 1/14/2025\n\nSubtotal: $99.98\nTax: $10.00\nGrand Total: $109.98\n\nThank you for your business!\n\nBest regards,\nSales Team"
},
"email_notifications": [
{
"to": "[email protected]",
"subject": "Invoice INV-1762270612772-2 - Order Confirmation",
"body": "Dear Customer,\n\nThank you for your order!\n\nInvoice ID: INV-1762270612772-2\nOrder Date: 1/14/2025\n\nSubtotal: $89.99\nTax: $9.00\nGrand Total: $98.99\n\nThank you for your business!\n\nBest regards,\nSales Team"
}
],
"message": "All invoices processed and customers notified"
}

❌ Validation Error (HTTP 400)

Occurs when the CSV file is missing required columns or contains invalid data.
{
"success": false,
"message": "CSV validation failed",
"error": "Validation failed: [ { \"row\": 2, \"errors\": [\"Valid email is required\"] } ]"
}

🧠 How It Works

Webhook receives uploaded CSV or raw text
Code node parses and validates data
Data table node loads product info (price, tax rate)
Calculation node generates invoice totals per customer
Duplicate check prevents reprocessing
Data table insert saves invoices
Email preparation creates personalized confirmations
Webhook response returns structured JSON (200 / 400 / 409)

πŸ” Requirements

n8n version β‰₯ 1.41.0
Data tables** feature enabled
Publicly accessible webhook URL (for testing)
(Optional) Connect a real email node (Gmail or SMTP) to send messages

🏁 Result Highlights

Full CSV β†’ Validation β†’ Data tables β†’ Email β†’ JSON Response pipeline
Includes built-in structured error handling (400 / 409)
100% native n8n functionality**
Perfect example of Data tables + logic-based automation for business use cases

> Browse similar workflows:
> Sales & CRM automation templates
> Data Processing templates

Nodes Used (1)

Code
n8n-nodes-base.code