23.1 C
Friday, December 8, 2023
HomeJOBSMove data in bulk with Transfer by Zapier | Zapier

Move data in bulk with Transfer by Zapier | Zapier

If you’ve ever moved to a new home, you know how awful it can be: you have to pack up all your belongings and get rid of stuff you don’t want in the new place. When it’s time to unpack everything, it’s a mess. Despite your best efforts, you can’t find what you’re looking for, and it takes a long time to organize everything. 

Managing your data is the same, especially if you have to move it in bulk from one place to another. That’s why we created Transfer by Zapier—currently in beta.  It allows you to move app data exactly where you need it, on demand.

This guide will walk you through using Transfer by Zapier to move app data exactly where you need it most. 

What you’ll find in this guide: 

Zapier is a no-code automation tool that lets you connect your apps into automated workflows, so that every person and every business can move forward at growth speed. Learn more about how it works.

What is Transfer by Zapier? 

In a standard Zap—what we call our automated workflows—you have a trigger and action. The trigger is the event that starts a Zap, and the action is the event your Zap performs when triggered. 

Transfer by Zapier, on the other hand, is a standalone tool. Instead of waiting for an event to occur in one app, you can move data in bulk from one app to another, on demand. 

A stylized animation of Transfer sending records to destination apps.

You can also choose which information you want to move and where you want it to go. You don’t have to worry about cleaning up data once you’ve moved it, either, because Transfer allows you to set which piece of data goes where—we call this “mapping fields”—just like you would in a Zap. You can also filter the data you want to transfer. 

Think of Transfer like a moving truck for information, except you don’t have to wait for the movers to arrive. You decide what goes in the truck and where you want it to go—whenever you’d like. And you don’t have to worry about unpacking and cleaning up a mess.

When should I use Transfer? 

Zaps can help you automate work processes and manage the ongoing flow of information from one app to another, but there are instances where using Transfer will serve your needs better. 

Migrate historical data for Zaps

Once a Zap is turned on, it’ll perform actions on your behalf from that point forward. But a Zap cannot perform actions on pre-existing items. With Transfer, you can move that historical data from select apps—including Salesforce, Mailchimp, and Airtable—to any of the thousands of apps Zapier supports. 

So let’s say you just set up a Zap that automatically adds new email subscribers to a spreadsheet. That will take care of any new subscribers that come in, but it won’t move over any existing subscribers in your system. You can use Transfer to take care of that historical data, migrating all your existing email subscribers to that same spreadsheet, prior to turning on your Zap.

Manage one-time data transfers for big projects

Once you turn a Zap on, it’ll perform actions on your behalf until you turn it off. You can also use Zapier to take care of one-time tasks if you’d like. But there may be instances where you need to move large amounts of data for a big project. 

Perhaps you’re sending bulk invites to a virtual webinar from a spreadsheet. You can use Transfer to make a one-time data transfer, making it easier to manage bulk information. 

Schedule recurring transfers for moving bulk data

On the other hand, maybe you need to move a large amount of data on a regular basis. For example, perhaps you upload new leads that meet a certain criteria from a spreadsheet to your CRM every week.

You can use Transfer to make scheduled data transfers, so you can move new information in bulk on an hourly, daily, weekly, or monthly basis. In addition, you can schedule a transfer to automatically find and update existing records—or create new ones if nothing is found—ensuring that you have the latest and most accurate data for decision-making. 

Copy data when you start using a new app

As businesses and operations grow, you may have to add a complementary app to your tech stack—and you need to populate that app with existing information. 

While many apps allow you to export data to a CSV file manually, there’s a limited amount of data you can filter. And often, you need to clean up the information before uploading the file to your app of choice. If the import doesn’t play nice, you have to spend even more time cleaning up data.  

Transfer allows you to select the information you want to move—up to 25,000 items per batch, as long as your Zapier plan supports it—avoiding time (and tears) wasted on data cleanup. 

For example, if you’ve been using an email marketing tool for years, and just added a CRM (customer relationship manager) to the mix, Transfer can help you ensure all your existing subscriber information is loaded into your CRM. 

Each record you move with Transfer by Zapier counts as a task. Your Zapier plan permits a certain number of tasks per month. Learn more about tasks. 

How to set up Transfer 

Now that you understand what Transfer is and how you might use it, we’ll walk you through setting up a transfer for the first time. 

Before we begin, you may see a few new terms in this tutorial:

  • Source: Your source is the original location of your data. 

  • Destination: The destination is where you want your data to be sent. 

  • Record: A single unit of data sent during a transfer. What counts as a record depends on the source app. For example, a record could be a single row in a spreadsheet, a contact record in your CRM, or an order in your online store.

With that in mind, here’s how to set up Transfer:

  1. Select your source and destination.

  2. Connect your source and destination apps.

  3. Set how your transferred records will look in your destination app.

  4. Optional: Set your Transfer schedule.

  5. Filter the information you will send from your source app.

  6. Complete the transfer.

Once you’re logged into your Zapier account, you can access Transfer from the left-hand menu or visit transfer.zapier.com.

Once you’re in Transfer, choose whether you want to create a one-time transfer or schedule a transfer.

Transfer prompting the user to choose between a scheduled transfer or one-time transfer.

Next, you’ll see a welcome screen explaining what you’re about to do. Click Continue. 

The Transfer welcome screen, previewing the steps to complete a Transfer.

Select your source and destination 

Next, you’ll need to select your source and destination. Remember, the source is where your data is located. The destination is the location you want to send your data to. 

Transfer prompts the user to select a source app and destination app.

There are currently more than a dozen source apps to choose from. 

Transfer source apps include: Google Sheets, Gmail, Google Forms, Google Ads, Gmail, Microsoft Excel, Salesforce, Shopify, Facebook Lead Ads, Mailchimp, Google Calendar, Stripe, Airtable, LinkedIn Lead Gen Forms, Slack, Eventbrite, Twitter, Pipedrive, Wufoo, Zoom, and Strava.

Click on the Source app dropdown menu to make your selection. Then, click on the Source data dropdown menu and select the type of information you want to send. This will vary depending on your source app. In this example, we want to send leads from Facebook Lead Ads into HubSpot as contacts. 

A dropdown menu of available data types to select for a source app. The article example is Facebook Lead Ads.

Next, you’ll select your destination on the right. Click on the dropdown under Destination app, type and select the name of the app you want to transfer data to. You can use any of the thousands of apps in Zapier’s App Directory as a destination. 

Then, click on the dropdown under Destination action and select the type of record you want your transfer to create. In this example, we want to send our Facebook leads to HubSpot and create new contacts.

A dropdown menu of available data types to select for a destination app. The article example is HubSpot.

After you’ve selected your source and destination, click Next. 

Connect your apps

You’ll next be prompted to connect your source app to Zapier. 

A prompt within Transfer to connect an app account.

For each app you connect, Zapier will ask for a general set of permissions that allows you to be flexible with your transfers. Zapier only takes actions in your app accounts that are required to initiate a Transfer.

Once you’ve connected your app account, select it and click Next. 

Now you’ll select where in your source app Zapier should look for data. This will vary depending on the data you want to move and the app you’re using.

In this example, we’re transferring lead information, so we need to select the Facebook page and associated lead form. This tells Zapier which leads from Facebook Lead Ads we want to send.

A prompt within Transfer to select the data source. The example has dropdown menus to select a Facebook page and Lead Ads form.

Once you’ve made your selections, click Next. Connect your destination app to Zapier, select it and click Next.

Set how your transferred records will look in your destination app 

Now you’ll set up how you want an individual record to look in your destination app. You might see data you don’t want to send, but don’t worry—you’ll have a chance to filter the information you want to send in a later step. 

For now, you’ll map information from your source app to your destination app—this tells Zapier exactly what information to send to what place during the transfer. Since Facebook Lead Ads is our source and HubSpot is the destination in our example, we’re going to map Facebook lead data to the appropriate HubSpot contact fields. 

The number of fields that you’ll see will vary, depending on the destination app. If you’re initiating a Transfer to a CRM, you’ll see every possible field available. You don’t need to map to every field—just the ones you care about—and anything marked “required.” 

Note: You may have additional required fields if you’re using an Update or create action. These extra fields are criteria your destination app needs in order for Transfer to search for existing records. Check out our guide to Zapier search steps to learn how to search for existing records successfully.

Field mapping in Transfer. In this example, Facebook Lead Ad fields will be mapped to HubSpot contact properties.

To map information, click on a blank field. This will reveal a dropdown menu that will show information Zapier pulled from your source app. In this example, it’s information from a recent lead.

You can scroll through the options, or search for and select the data you want to go in a field. To search, be sure you are typing in the search bar below the Elements heading, and not typing in the field itself.

A dropdown reveals available Facebook Lead Ads data one can select to fill a HubSpot contact property.

Note: If you want the same information to appear for a specific field in each record transferred, you can type text and numbers in the field. That typed information will show up for every record transferred.

Once you’ve mapped all the information you want to send to your destination app, click Next.

Now you can preview how an individual record will look in your destination when the transfer is complete. This is your chance to double-check that you’ve mapped everything correctly.

A prompt in Transfer previewing how a record will appear in the destination app once the transfer is complete.

If you notice something looks off, you can go back and make changes. Once you are satisfied with how the information looks in the preview, click Next.

Optional: Set your Transfer schedule

If you chose to set up a recurring transfer, Zapier will prompt you to select your desired frequency. The frequency options are similar to Schedule by Zapier. You can choose to transfer data hourly, daily, weekly, or monthly. Click Next.

Frequency options for scheduled Transfers. Users can choose hourly, daily, weekly, or monthly.

Depending on the frequency you’ve selected, Zapier may prompt you for further customization. In this example, we chose a weekly transfer, so we need to select the day and the time we want our transfer to occur.

Customizing the frequency of a scheduled Transfer. For a weekly schedule, there are dropdowns to select a day and time for the transfer.

Once you’ve customized your frequency, click Next.

Filter the information you want to send via Transfer

Now you’ll filter the information you want to send to your destination. Under Filters applied, you’ll see three dropdown menus to set up your filter:

A box highlights several dropdowns to filter the data you'd like to send in Transfer.

From left to right, these fields are:

  • Choose field: Select the value you want to filter.

  • Choose condition: The filter rule you want to use.

  • Enter value: The thing you want to filter by.

This will be similar to setting up a filter in a regular Zap.

The field options you can filter will depend on your source app and the fields you mapped in the previous step. In this example, we want to filter our Facebook leads by the date they were created.

Available fields to filter by in Transfer.

Once you select the field you want to filter by and the filter condition, enter a value in the far-right dropdown to narrow down your data. 

You can add more than one filter condition by clicking the + AND button (if multiple conditions need to be met) or the + OR button (if any of the conditions need to be met).

Once you’ve set up all the filters you need, click Apply.

In the example below, we’ve filtered for Facebook leads created in 2020.

A filter configured to narrow data by the chosen criteria.

Free and trial accounts can preview up to 100 recent records, in chronological order, from their source app. Paid Zapier plans have no limit to records that can be previewed.

Once you’ve filtered your data, you can see the records Zapier will transfer based on your criteria.

If you’re setting up a one-time transfer, select all the records you want to send to your destination app and click Next.

A preview of the selected records to transfer, according to filter criteria.

If you’re setting up a recurring transfer, you don’t need to select any records. Just click Confirm schedule to continue.

Complete the transfer 

Your confirmation message will vary depending on the type of transfer you set up.

Scheduled Transfers

You’ll be directed to a confirmation screen that your transfer is scheduled. Zapier will tell you when your next transfer will run and the schedule you configured. You can either go back to previous steps in your transfer or click on Go to My Transfers.

A confirmation message that the transfer is scheduled.

One-time Transfers

You’ll be directed to a screen where you’ll confirm the data Transfer will send. Zapier will tell you how many records you’re transferring, where they will go, an estimate of how long the transfer will take, and how many tasks it’ll use. If everything looks good to you, click Send data.

A confirmation screen previewing the transfer that's about to occur.

You’ll then see this success message:

A message confirming Transfer has sent the records to Zapier.

This confirms that Transfer has sent the records to Zapier.

You’ll receive an email when the transfer process is complete. You can also review Transfer records in your Zap History and will see them as new records in your destination app.

At this point, you can choose to exit Transfer or click View Progress to get a detailed view of what’s happening with your records.

How to transfer historical data from a Zap

If you need to transfer historical app data into a Zap, the process is slightly different.

In your Zapier account, click on the three dots next to the Zap you want to use and select Transfer existing data. You’ll only see this option if your Zap’s trigger is one of the supported source apps.

A box highlights the menu option for transferring Zap data when you right-click on a Zap.

Once you’re directed to Transfer, you’ll be prompted to filter the data you need from your source app. Use the filters at the top to narrow down your data.

Filtering source app data within Transfer.

Select all the records you want to send to your destination app—the action of your Zap— and click Next.

Transfer will default to the last action in your Zap for the destination and take on the same field mappings.

Now you’ll confirm the data Transfer will send. You’ll see how many records you’re transferring, where it’s going, an estimate of how long it will take, and how many tasks Transfer will use. Once you’re ready to transfer, click Send data.

The Transfer preview screen.

You’ll see a confirmation screen that the transfer is in progress.

The Transfer success screen.

Once the transfer process is complete, you’ll receive an email. You can also review Transfer records in your Zap History, where you’ll see them as new records in your destination app.

You can choose to exit Transfer or click View Progress to get a detailed view of what’s happening with your records.

Viewing your transfer

If you’ve set up a one-time transfer, click on View Progress to view the history of this transfer. This information is found in your account’s Zap History, marked with a Transfer label. 

Note: If you’re scheduling a transfer, you won’t see anything in your History indicating that a transfer is scheduled. However, you’ll see your transfer runs once Zapier starts transferring data on schedule.

You can also access it in the Transfer tab located in the left-hand menu of your Zapier account. Once there, click on an individual Transfer.

A list of Transfers already created in a Zapier account.

This will look familiar if you’re familiar with your Zap History. In the Overview tab, you’ll see the connected source and destination apps.

The Transfer history for a specific transfer. The screen is showing the Zap runs tab.

Under Task usage, you’ll see a chart of the tasks the specific Transfer used. 

The task usage for the specific transfer, displayed in a bar chart.

Under Transfer runs, you can see the status of the transfer. If something didn’t work, you’ll see a Stopped status. You can click on the run to view the details and identify where an error may have occurred. 

In the Zap runs tab, you’ll see the list of records Transfer completed. 

The Transfer run for a specific transfer, with a 'Success' status'.

No data left behind

Moving data doesn’t need to be a drag. With Transfer by Zapier, you can move leads, customer information, events, and more—without the cleanup duty. 

New to Zapier? It’s a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free.

This article was originally published in October 2021 and was most recently updated in January 2023 with new features.

Source link

For More Updates & Stories Please Subscribe to Our Website by Pressing Bell Button on the left side of the page.


Free Live Cricket Score

Weather Seattle, USA

overcast clouds
5.1 ° C
6.5 °
3.2 °
93 %
100 %
7 °
5 °
8 °
8 °
8 °

Most Popular

Recent Comments