Filter & Extract
Pull only the rows you need from a CSV or Excel file. 22 operators, including job function, industry, seniority and company size, AND/OR logic with brackets, and an optional second file with the rows you filtered out.
By Operelio team
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What it does
Filters your file down to rows that match one or more rules. The output contains only the matching rows. You can also get a second file with the rows that did not match.
Available operators
An operator is the comparison the rule runs against the column you picked. Each rule has one column, one operator, and one value (or two values for between). Pick the operator that matches the question you're asking. For example, "is this row's country the UK?" uses equals, while "does this email end in .com?" uses ends with.
| Operator | Example | What it checks |
|---|---|---|
| equals | city equals "London" | Cell matches the value exactly. |
| does not equal | status does not equal "closed" | Cell does not match. |
| contains | email contains "@gmail" | Value appears anywhere in the cell. |
| does not contain | notes does not contain "test" | Value is absent. |
| starts with | phone starts with "+44" | Cell begins with the value. |
| ends with | domain ends with ".com" | Cell ends with the value. |
| is blank | company is blank | Cell is empty or missing. |
| is not blank | email is not blank | Cell has a value. |
| greater than | revenue greater than "50000" | Numeric comparison. If both sides are non-numeric (e.g. text codes), falls back to A-to-Z order. Strip currency symbols first for accurate numeric compare. |
| less than | age less than "18" | Numeric comparison. Same A-to-Z fallback as greater than when values aren't numeric. |
| between | score between "70" and "100" | Inclusive range. Matches values from the low number up to and including the high number. Enter two values (low and high). Works with numbers; for ISO dates (YYYY-MM-DD) it works with text too. |
| is one of | country is one of "US, UK, DE" | Cell matches any value in a comma-separated list. To match values that contain commas, use multiple equals rules joined with OR. |
| is not one of | source is not one of "test, demo" | Cell does not match any value in the list. Same comma caveat as is one of. |
| matches pattern | sku matches pattern "^[A-Z]{2}-\d{4}$" | Advanced patterns, written in standard pattern syntax. Maximum 500 characters per pattern. Invalid patterns are skipped and reported on the results page. |
People and company operators
Eight operators read a column the way a person would, so you pick from a list instead of typing every spelling. They are the same rules Bridgeant writes when you ask it for "marketing managers at companies over 50 people".
| Operator | Example | What it checks |
|---|---|---|
| job function is / is not | job title job function is "Marketing" | The title belongs to a function: IT, Sales, Marketing, Finance or HR, by the words and acronyms each one uses. |
| industry is / is not | industry industry is "Healthcare" | The value belongs to an industry: technology, financial services, healthcare, retail or manufacturing. |
| seniority is within / outside | job title seniority is within "Management" to "Executive" | Where the title sits on the ladder: junior, mid-level, management, senior leadership, executive. Pick the bottom and top rung. |
| company size is at least / under | employees company size is at least "50" | The headcount against a whole number. A range like "11-50" that straddles the number counts as a match; a size that cannot be read never matches an "at least" rule. |
AND / OR logic
When you add multiple rules, you choose how they combine. With AND, a row must match every rule. With OR, a row matches if any rule is true.
You can also group rules into nested groups. Each group has its own AND/OR logic, and groups themselves combine with AND or OR. This lets you build rules like: (country is US OR country is UK) AND (revenue greater than 10000).
How to use it
Upload your file
Any supported format.
Add a rule
Pick a column, choose an operator, and enter a comparison value.
Add more rules
Add as many rules as you need, joined with AND or OR. Add a bracket to group rules, so (marketing or growth) and (manager or director) is one filter.
Preview
See the count of matching vs. non-matching rows before running.
Run
Click Run. Download the filtered file.
Non-matching export
In the Output section, tick "Also output the rows that don't match as a second file" to get a second download with every row that did not pass your filter. This is useful for splitting a file into two groups based on a rule, like separating US customers from everyone else. Available on every plan.
What the results show
The results page shows: total rows in the original file, rows that matched your filter, rows that did not match, number of rules applied, and the logic used (AND/OR). The Rules applied list renders each rule with its column, operator, and value so you can confirm what ran. If any pattern was invalid or over the 500-character cap, a warning banner lists the rules that were skipped.
Run it automatically with a trail
Once the settings are right for the files you get every week, a trail can run them for you. A trail watches a folder and keeps only the rows that pass your rules on every file that lands there, then pushes the result into HubSpot, Salesforce or Pipedrive, with the seven safety checks and approval built in. Set it up once and the cleanup, the verification, the lead routing and the CRM import are automated from then on.
Trails run on Starter and above.
Frequently asked questions
Is matching case-sensitive?
By default, no. Matching is case-insensitive. You can toggle case sensitivity on if needed.
What plan do I need?
Every plan, including Free, gets all 22 operators, AND/OR logic, brackets, as many rules as you need, and the second file with the rows you filtered out.
Ready to get started?
Upload a file and run your first transformation. Free, no credit card required.