Frequently Asked Questions

Connecting Data Sources

General Questions

Data Sources

Data Discrepancy

Smart Connector - How to Connect Zapier

June 2017

Say you use a data source that can email you reports that would be perfect for the Smart Connector.  But you don't want to have to download the report and drop it into your Google Drive location.  Enter Zapier - a tool that will take care of that extra step for you.

 

  • Set up your data source to schedule emailed attachment files to a designated gmail address
    • Note that the file should be able to be read by the Smart Connector with no modifications.
    • Note that only a single attachment should be included in a given file.
    • Create a label in Rule in gmail to automatically apply a specific label when this special email from your data source comes in with an attachment (read on for more about labels)
  • Go to Zapier.com and Create an Account
  • Choose “Gmail” and “Google Drive”
    • The name of this is popular zap is “Save Gmail attachments from labeled emails to Google Drive
  • Connect your Gmail Account
    • Follow the on-screen instructions and test your connection
    • We recommend that if you have multiple Smart Connectors, you create a label for “Import Wizard” then sub labels under that “Import Wizard” label for each individual import file you are looking for.  (this isn’t required, but will help with organization)
  • Connect your Google Drive
    • Click “Advanced Options” to choose which Folder you want these attachments to go to.
      • We recommend creating a new folder for all your Zapier imports for organization.  We created a folder for “ZAPIER” and a subfolder for “Fancy Feed”.  We clicked through in Zapier to get to this folder in the image below.
      • This is because we might have other import wizard feeds fed into Drive through Zapier in the future.  This will keep the files in their correct locations.
    • Points to Configure
      • File “All Attachments”   
        • Defines what Zapier is going to pick up and put somewhere else
      • Convert to Document? No   
        • This will ensure that your file stays as a .csv and doesn’t get converted to a Google Sheet
      • File Name: “[something]_{Raw Internal Date}_{Raw Payload Parts Filename}”
        • Raw Internal Date - this is the unixtime that we have on the Smart Connector Side.  If your file from the datasource already has a date in the name that the Smart Connector can support, that’s great!  But if not, Zapier can append a date for you through this unixtime.
        • If you have the date already, you don’t need to include “{Raw Internal Date}”  
        • Raw Payload Parts Filename - this makes sure that the original name of the file, including the file extension is sent through.
  • Create your Zap and Continue!
    • I tested the connection for my Zap and I can see my files in my drive!
    • Remember, Zapier will look for new files from emails in the last 2 days with the label you defined.
  • Now it’s time to create a Smart Connector!
    • Follow the usual steps to create your smart connector.
    • The only new thing to do is to select “unix timestamp” when you choose your file name date format.  This is what “{Raw Internal Date}” from Zapier is.

Then Map up your Smart Connector and pull in your data!

If you have any questions, feel free to reach out to [email protected]