This article describes the record-based Export records, Look up additional records (per record), and Import records steps for Celigo Storage, available on both the Celigo File storage and Celigo APIs connectors. Use these steps to automate file management — listing, searching, moving, renaming, copying, replacing, or deleting files and folders — as part of your integration logic.
Note: The record-based operations work on file and folder metadata. To read or write file contents, use the file transfer steps instead. See Transfer Celigo Storage files.
Before you begin: Set up a connection to Celigo File storage or Set up a connection to Celigo APIs. The connection scope must be Full access, Custom, or Integration access.
Overview and connection setup
To set up record-based file management steps, start by assigning a clear name and description to document the purpose of the export, lookup, or import resource for your team. Next, choose an existing Celigo File storage or Celigo APIs connection (or create a new one) to set authentication and define folder access permissions. Finally, select the specific file or folder operation you want to perform—such as listing, searching, creating, moving, renaming, copying, replacing, or deleting files and directories.
- Name your export, lookup, or import — Name your resource so that you can easily reference it from other parts of the application.
- Description — Describe your resource so that other users can quickly understand what it is doing without having to read through all the fields and settings. Also, keep this field up to date as you make changes to the resource.
- Connection — Select an existing Celigo File storage or Celigo APIs connection, or select Create connection to define a new one.
- Resource — Select File storage. On a Celigo File storage connection, this is the only resource.
- API endpoint — Select the operation to perform. Read operations (List files and Search files and folders) are available on exports and lookups; write operations (Create folder, Move, Rename, Copy file, Replace file, and Delete a file or folder) are available on imports.
About system folders
In addition to the folders you create, Celigo Storage automatically creates a system folder for each integration and workspace in your account. System folders give non-admin users role-based access to storage.
A system folder’s name is derived from the name of its integration or workspace. Characters that are valid in integration names but invalid in storage names (notably the slash, /) are stripped from the derived name. If two integrations produce the same folder name, or the derived name collides with an existing user-created folder, the system folder’s name is disambiguated with a number appended — for example, NetSuite - Shopify (1). Your user-created folder is never renamed or replaced.
System folders are managed by the platform — they can’t be moved, copied, or deleted. You can rename one if you have Manage access to its integration. Renaming uses the same dialog and naming rules as any other folder, and the folder ID doesn’t change, so the integration’s File storage tab and the Integration column link still open the same folder.
Available operations
Use the Celigo Storage operations to fully automate and scale your file management within integration flows. By leveraging these record-based steps to programmatically list, search, move, rename, or delete assets, you eliminate the need for manual file intervention, minimize data handling errors, and establish dynamic, self-sustaining data pipelines that adapt automatically to changing directory contents.
List files
Retrieves a list of files and folders from a specified Celigo Storage folder.
- Folder — The folder to list. Supports Browse, Relative path, and Folder ID input modes. See following section in this article: Directory input modes.
- Include subfolders — When checked, results include files and folders from all subfolders beneath the specified folder, not just the immediate contents.
Search files and folders
Searches for files and folders by name across Celigo Storage. Search results are role-scoped — results only include files and folders your role gives you access to.
- Search term — The name or partial name to search for. Minimum 3 characters. Search is recursive — results include matching items from the entire account root and all nested folders, regardless of the Folder setting.
- Folder — Optionally scope the search to a specific folder and its subfolders. Supports Browse, Relative path, and Folder ID input modes. Leave empty to search across the entire account.
- File type filter — Optionally filter results by file type (JSON, CSV, XML, EDI, Spreadsheets, PDFs, Plain Text, Archives, Images, Videos, Audio, Other, or Folders only).
Create folder
Creates a new folder in Celigo Storage.
- Parent folder — The folder in which to create the new folder. Supports Browse, Relative path, and Folder ID input modes. Leave empty to create the folder in the root directory.
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Folder name — The name for the new folder. Folder names are case-sensitive and must be unique within the same parent folder.
Caution: File names cannot contain reserved or restricted characters (/\<> : " | ? *{ } ^ % ` [ ] ~ #).
Move
Moves a file to a different folder in Celigo Storage.
- File ID — The internal Celigo Storage ID of the file to move. Supports Handlebars expressions.
- Destination folder — The folder to move the file into. Supports Browse, Relative path, and Folder ID input modes.
- If a file with the same name exists — Choose Keep both to create the moved file with a number appended to the name, or Replace existing to overwrite the file at the destination.
Rename
Renames a file or folder in Celigo Storage. Renaming doesn't break any existing MCP server or flow references to the item — references use stable internal IDs, not display names.
- Resource type — Select File or Folder.
- File ID or Folder ID — The internal Celigo Storage ID of the item to rename. Supports Handlebars expressions.
- New name — The new name for the file (including file extension) or folder. Names are case-sensitive and must be unique within the same parent folder.
- If a file with the same name exists (files only) — Choose Keep both to save the renamed file with a number appended, or Replace existing to overwrite the existing file. Folder renames have no collision prompt — folder names must be unique within the same parent.
Caution: File names cannot contain reserved or restricted characters (/\<> : " | ? *{ } ^ % ` [ ] ~ #).
Copy file
Copies a file to another folder in Celigo Storage. The source file stays where it is.
- File ID — The internal Celigo Storage ID of the file to copy. Supports Handlebars expressions.
- Destination folder — The folder to copy the file into. Supports Browse, Relative path, and Folder ID input modes.
- If a file with the same name exists — Choose Keep both to create the copy with a number appended to the name, or Replace existing to overwrite the file at the destination.
Replace file
Replaces the contents of an existing file in Celigo Storage with data from the record. The file keeps its ID, name, and location, so references to it from flows and MCP servers aren't affected.
- File ID — The internal Celigo Storage ID of the file to replace. Supports Handlebars expressions.
Delete a file or folder
Moves a file, or a folder and all of its contents, to the Celigo Storage recycle bin. Deleted items continue counting toward storage usage until they're permanently purged.
- File ID or Folder ID — The internal Celigo Storage ID of the item to delete. Supports Handlebars expressions.
Directory input modes
The Folder and Destination folder fields in record-based operations support three input modes:
- Browse — Opens a visual folder picker loaded from Celigo Storage. Select a folder to write its ID back to the field automatically. Search is scoped to the current folder. Folder creation is not available — create folders in Celigo Storage (Resources > File storage) before browsing.
- Relative path — Enter a path relative to the Celigo Storage root directory. Resolved at runtime. Supports Handlebars expressions for dynamic paths.
- Folder ID — Enter the Celigo Storage folder ID directly. Folder IDs are stable across renames and moves. Supports Handlebars expressions.