Use Zapier & EasyCSV Together
How to use Zapier to send spreadsheet imports anywhere OR create CSV files from another app's data.
How to make import zaps with EasyCSV - 4 minutes
Click here to start a Zap for EasyCSV then click "Connect with 2,000+ Apps to start a zap" - OR - choose a Zap template below.
Try a popular Zap template:
- 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.
- Go back to your import page on EasyCSV.io and click the button at the top "Send to Zapier". If you don't see a button click the "Sheet Details" link at the top of the page and click the checkbox labeled "Post to Zapier".
- It's that easy!
WARNING: Each row being imported will count towards your monthly plan task limit on Zapier IF your zap gets to an action step. If the Zap stops at a filter after the trigger step it will NOT count towards your limit as the Zap was not fully executed. 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!
How to make a CSV File in my Zap from data of another app - 4 minutes
- Start by creating a new Zap
- For the "When this happens..." (trigger) step choose any app you want that will trigger the zap to run.
- For the "Do this..." step (action) Search for "EasyCSV" and select the app.
- Follow the steps to select your EasyCSV account or create an account.
- If you have not created an EasyCSV CSV Generator before one will be auto-created right from Zapier. You can log in to EasyCSV and edit the generator settings to specify emails options, default filename, and SFTP details. You will also be able to see a log list of CSV generator executions and links to any files that were generated by your Zap.
- Specify your CSV file column headers and first row of data. (If you need to generate multiple rows of data in a CSV file you will want to use the "Webhooks by Zapier" action - How to Docs here).
- Test the action and you will see a File URL returned you can use later in your Zap. Depending on your Easy CSV Generator settings at www.easycsv.io the CSV generator may also email the people you have listed and/or upload the generated file via SFTP where you have specified.
- It's that easy!
Why should I use EasyCSV with Zapier?
EasyCSV enables two great functions with Zapier. EasyCSV enables you to send spreadsheet data to any app Zapier supports. EasyCSV is also the only app that enables you to create CSV files you can use in your Zap, email the file as an attachment, or upload it via SFTP.
See example Zaps to get an idea of what is possible: EasyCSV Zap Examples
How can I have multiple EasyCSV import pages or email addresses sending data to multiple zaps?
- Create all your EasyCSV import pages and have them all set to send data to Zapier when importing.
- In Zapier, you will create one or more Zaps per import page.
- When you create a zap, choose EasyCSV as the first step of you zap.
- When you get an example row, you need to check the field "spreadsheet name" to match the import page name. If you get a row for a different import page, just click the button to get another example row in Zapier. You may have to try a couple time.
- Once you get the right example row data then finish editing the first step, trigger of the Zap.
- Click the little circle with a plus symbol in-between the Trigger and the destination of the zap to add another step to you zap in the middle.
- Choose to add a filter. We will use a filter step to only let new row data from a specific EasyCSV import page through to the later steps of your Zap. Your task count will only be affected if your full zap runs. That is why filters are so nice!
- In the filter, choose "spreadsheet name" - "exactly matches" and then type the name of your import page exactly.
- Finish your zap by setting the data destination app and mapping the EasyCSV fields to the final app or api fields you want to send your data to.
- Turn your Zap live.
- Try an import on your import page the zap(s) has been set up for.
- Repeat all these steps for as many import pages as you need. You can have multiple zaps fire for any import page.
I am using Zapier to send CSV import 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.
Why is Zapier limited to 100 rows per import? How can I post more to rows/data?
If EasyCSV enabled you to upload more than 100 records per import you would encounter the Zapier rate limiting system – you can read more about it on Zapier's page. Even at 100 records per import you may encounter rate limiting if you attempt to do many 100 record imports.
Let's say EasyCSV enabled uploading of more than 100 records per import, trying to process more than 100 records at a time means Zapier would hold the 101+ tasks and email the Zapier account owner asking for their approval to process them. Once granted, Zapier will process the tasks at the rate of 1 per second. This is known as Zapier's Flood Protection.
At the speed of 1 second of processing per row, then uploading such a large number of items might not be a great fit – this is because processing 9,000 records would take about 2 and a half hours to run.
How can I submit all the rows from my CSV to Zapier?
There are 2 good options to process more records per CSV imported:
- Most Popular: Post your imports to Google Sheets first (EasyCSV docs to post data to Google Sheets), then set up a Zapier Zap to be triggered when new rows are added to the Google Sheet. Zapier will process every new row that was added from EasyCSV over time. Zapier has built that process to get around their flood protection.
- Look for any API docs for the application that your Zap is sending the data to. You can try following the docs and use the option in EasyCSV to post data to a Webhook. If you need help going directly to an app, instead of through Zapier, please contact EasyCSV support and we can help you connect it.
Troubleshooting Zapier Issues
Visit this page Zapier connections. Find EasyCSV and click the "Test" button. If you do not see a "Success" message, then click the "Reconnect" button and test again.
If reconnecting did not work then click the "Disconnect" button. Then start a new Zap for EasyCSV by going here: Click here to start a Zap for EasyCSV.