Use Zapier & EasyCSV Together
How to use Zapier to send spreadsheet imports anywhere.
How to make zaps with EasyCSV
- Click here to start a Zap for EasyCSV
- On the EasyCSV trigger testing step, click the "Get More Samples" button to get an example row for a spreadsheet import you have setup (fyi: click "Get More Samples" if you ever update the acceptable columns for a spreadsheet import).
- Choose sample data you are making this Zap for to make it easy to map fields from EasyCSV to the action in the next step. Then click "Continue".
- Choose the action app (examples below) you want spreadsheet row/record import data to go to.
- It's that easy!
WARNING: Each row being imported will count towards your monthly plan task limit on Zapier. You may want to limit the allowed number of rows per import to be a low number.
How to send a test row to Zapier
Step 1: Choose to send spreadsheet imports to Zapier
If you have not already specified to send your spreadsheet imports to Zapier then click edit on the sheet and choose Zapier.
Step 2: Click the 'Send Test Row' button.
If you are logged in as an admin, view the spreadsheet import form. You will notice a 'Send Test Row' button in the right side column. Simply click it!
Why should I use EasyCSV with Zapier?
Zapier enables you to send spreadsheet data to any app Zapier supports.
See example Zaps to get an idea of what is possible: EasyCSV Zap Examples
I am using Zapier to send data to my webhook. How does Zapier send data to my webhook?
Zapier will be triggered for every row/record of a spreadsheets that is being imorted. Therefore, your webhook will be hit for every row/record of a spreadsheet.
Make sure your webhook can handle a high-volume of requests in case a user imports a large spreadsheet consiting of many rows.
How do I re-connect EasyCSV to Zapier?
Have your admin log into Zapier and go here to reconnect Zapier to EasyCSV: Zapier Authorizations List.