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Bulk import data into apps with Transfer

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Transfer is a beta feature that you can use to send existing data from one app to another. Transfer lets you select which data to send so you only send the data that you want.

Tip

Zaps can only trigger from new data added to your trigger app after turning on a Zap. Existing data is any data that existed in your trigger app before turning on your Zap.

You can use Transfer to:

  • Migrate historical data for Zaps.
  • Manage one-time data transfers.
  • Migrate data when you start using a new app.

Learn more about what you can use Transfer for.


1. Create a Transfer

  • Go to the Transfers page.
  • In the upper right, click New Transfer.
  • In the Here’s what’s coming up section, click Continue.

2. Select your source app and destination app

Source apps are the apps that you send data from. Transfer is a beta feature with a limited number of source apps but more apps are in development.

Destination apps are the apps that you send data to. Any existing Zapier app with an action can be a destination for a Transfer.

  • In the Select source section:
    • Select the source app that you want to send data from.
    • Select the source data that you want to send.
  • In the Select destination section:
    • Select the destination app that you want to send data to.
    • Select the destination action that you want to perform. Destination actions are the same actions available for any integration on Zapier.
  • Click Back to return to the previous section or Next to continue.
Note

Any app you create in Zapier's Developer Platform will appear in your list of available source apps. They may not work in Transfer or support all Transfer features at this time. Only supported source apps work as source apps in Transfer. If you’d like to request the addition of an app, fill out this form. If your app isn't supported yet, you can use a Google Sheets workaround.


3. Connect your source app account

  • If you already have an account connected to Zapier for the source app, select it from the account menu.
  • If not, click Connect a new account and follow the instructions to connect your app to Zapier.
  • Click Start over to return to the Here’s what’s coming up section or Next to continue.

4. Select your data source

  • Click the down arrow to select from a list of options in all required and any optional dropdown menus.
  • Click Back to return to the previous section or Next to continue.

5. Connect your destination app account

  • If you already have an account connected to Zapier for the destination app, select it from the account menu.
  • If not, click Connect a new account and follow the instructions to connect your app to Zapier.
  • Click Back to return to the previous section or Next to continue.

6. Map data from your source app to your destination app

In the Map data from APP1 to APP2 section, you'll see dropdown menus and/or form fields to fill in. Some are required, while others are optional. Different fields accept different types of data—for example, dates, text, or numbers—and there are three different fields types that may appear: dropdown menus, text fields, and list fields. Learn more about field types in Zapier.

  • Fill in all required fields and any optional fields.
  • Click Back to return to the previous section or Next to continue.

7. Review your mapped fields

In the Are your fields mapped correctly? section, you’ll see a preview of the data that will be sent to your destination app.

  • If you need to edit your field mappings, click Edit fields to return to the previous section.
  • If your field mappings are correct, click Looks good.

8. Review the data you’re transferring

Records are each unit of data that a Transfer sends.

In the Let’s take a look at your data section, review the records before sending. You can filter by one or all source app fields to narrow down which records you want to send.

  • If you need to return to a previous section, click Back.
  • If your data is correct:
    • Select one or more records to send.
    • Click Next.
Note

If there are a large number of records in your source app, it may take some time to load all records.


9. Send data

You’ll see a final confirmation that includes an estimate of how long the Transfer will take and a count of how many tasks will be used.

  • If you need to return to a previous section, click Back.
  • If you’re ready to proceed, click Send data. A new browser tab or window will open.
    • Click View Progress to review your Transfer as it proceeds.
    • Once it completes, click Exit Transfer.
Note
  • Free and trial accounts can preview up to 100 of the most recent records from their source app. Paid accounts have no limit.
  • You can send up to 25,000 records per Transfer run.
  • Each record that you send uses 1 task. You’ll see a warning message if you don’t have enough tasks to complete your Transfer. You can upgrade your plan if you need more tasks.
  • Source apps and destination apps may have other limits, like rate limits.

10. Review existing Transfers

Review all existing Transfers by going to Transfers.

  • Draft Transfers have a “Created” timestamp.
  • Completed Transfers have a “Last ran” timestamp.

Existing Transfers with “Created” and “Last ran” timestamps.

For more options for a Transfer, click the three dots icon.

  • View details: see more information about your Transfer. Learn more about Transfer details.
  • Edit Transfer settings: change your Transfer setup.
  • Run: run your Transfer again. You’ll be redirected to the Let’s take a look at your data section to review your data prior to sending.
    • If your Transfer setup is incomplete, you’ll see an error that no records were found. Complete the setup before running again.
  • Rename: change the name of your Transfer.
  • View history: view previous runs of your Transfer. Learn more about Transfer history.

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