Import/Export#

A regular question we get in Zapier is: Can Zapier import/export my data from App A to App B?

Unfortunately, Zapier is not designed to mass import/export your data between two apps. We can only trigger from new data added to App A and send it over to App B only after creating and turning on a Zap.

While Zapier can't natively import/export existing data from one app to another, we do have methods one can employ to get around this limitation.

If you are able to get your data into a spreadsheet format like an excel or CSV file, you can use Google Sheets as an intermediary app in creating a Zap that mimics an import/export function of data from one app to another.

Using Google Sheets for Import#

If you have data previously existing in one app that you'd like to move elsewhere, Zapier can help you move those provided you can export the apps data into a spreadsheet formatted file.

Here's an example of what your spreadsheet of data might look like. This example is a list of email addresses imported from an email marketing app in CSV format:

example spreadsheet data

Suppose we want to transfer these 5 contacts from the email marketing app to a CRM app. What we can do here is setup a Google sheets Zap to send over the data to another app.

Below are the steps on how to set this up

Here's what you'll need:

  1. A spreadsheet of imported data
  2. A new Google Sheet to paste the imported data from #1
  3. A zap with a Google Sheets "New Spreadsheet Row" Trigger

Part 1. Setting up the Google Sheet#

  • First, you will need to create your new Google Document.

Create new Google Document

  • In Row 1, copy in the column headers from your imported spreadsheet file:

Copy Column header from sheet A

  • Paste those over to the new Google Sheets Row 1:

Paste Column header to sheet B

  • Go back to your imported spreadsheet file, copy the second row of data:

Copy Row 2 from sheet A

  • Paste those over to the Google Sheet Row 2:

Paste Row 2 to sheet B

Part 2: Create the Google sheet Zap:#

  • To setup the Trigger, use the "New Spreadsheet Row" Trigger and point it to the new Google Sheet that you've created in Part 1.

Google sheet new spreadsheet trigger

  • Afterwards, set up the action for the app you want the data sent to. In this example, we are transferring over the information to a CRM app.

    When setting up the action template, you should see all the columns from the spreadsheet as available fields which you can use to map out the action template.

Setup CRM action template

  • Once you've finished setting up and testing the Action template. Turn on your Zap to make it live.

Turn Zap on

Part 3: Putting it all together:#

  • Copy the remaining data from the imported spreadsheet into the Google Sheet.

Copy spreadsheet A data

  • Paste this over to the Google Sheet. Make sure that you're properly pasting to the right columns:

pasted spreadsheet content

  • That's it! After you copy your data into the Google Sheet, the Zap you've created should trigger from these newly added rows. Once processed, the new data should transfer over to your action app (For example: The transferred information was used to create new contacts in the CRM app)

imported data from CSV transferred over to CRM app

Warning: If you have hundreds or thousands of rows in your spreadsheet, you may get throttling errors if you try to copy them all at once. We recommend copying them in at a rate no greater than 100 rows every 20 minutes

If you have multiple types of objects you'd like to create such as contacts, leads, opportunities, etc you'll need a different Zap for each of those, as they'll each require a different Action from the Zap.

Using Google Sheets to Export data for use with another platform.#

Whilst it's not possible to export historical data from another app using Zapier, if you have been collecting continuing data to a Google spreadsheet, you can use the collected data for export to another app.

Below are examples of Zaps you can use in conjunction with other apps to collect data:

Lots of apps can take and import spreadsheet data via a CSV formatted file, you'll need to check the particular documentation for your app to make sure your column headers are correct first.

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