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Name: forgotPassword — POST /member/forgotPassword

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Announcing ZapConnect: Success scales with your next Zap

D
6 days ago
 * Community
 * Updates
 * Introducing Transfer by Zapier


INTRODUCING TRANSFER BY ZAPIER

Categories: Beta Release Product Updates
 * 9 months ago
   October 21, 2021
 * 4 replies
 * 1891 views


 * TaylorHalliday
 * 0 replies

Since Zapier first launched more than 10 years ago, we've seen you use
automation to accomplish incredible things. You've created ongoing workflows
that run entire projects, functions, and businesses in the background. 

But there's always been a piece missing: Until now, Zapier could only take
action on data added to an app after your Zap was activated. 

Today, that changes. [We're opening up a new beta experience called
Transfer](zapier.com/transfer), a simple way to move data between apps, in
batches, no matter what time period it's from. 

https://zapier.wistia.com/medias/kd395pwbu1

 

Transfer gives you complete, on-demand control over your app data. You can use
it to:

 1. Manage large-scale data projects, where you're moving hundreds of records
    from one app to another. For example, you might use Transfer to move all
    your customers from an eCommerce platform to a new email marketing app, so
    you can manage customers in both places. 
 2. Backfill a new Zap with critical data. If you built a Zap that logs new
    leads in a sales tool, but activated it halfway through your lead-generation
    campaign, Transfer can grab those missing leads.
 3. Move data on-demand for ongoing projects. Transfer gives you a full view of
    all the data in your apps, and you can pick-and-choose what you want to
    move. That means it's ideal for automation where you need a little more
    control over what moves, when, like a project management process.


HOW TO GET STARTED

Transfer is available today on all Zapier plans. It's in beta, so expect some
changes over the next few months. And you can use it to move data from select
launch partners to any of Zapier's 3,000+ integrations. 

To use Transfer:

 * Visit transfer.zapier.com (alternatively, you can find Transfer on your
   dashboard, in the menu on the left side of the screen)
 * Click the "Continue" button and select your source and destination apps
 * Map your data to your preferred fields
 * Select the records you want to move and let us transfer them for you

We put together a full guide to building your first Transfer, too. We're excited
to see what you build with Transfer, and thanks for using Zapier! 

p.s. Expert Zapier sleuths might have discovered a version of Transfer we were
testing over the past few weeks :-) This launch has a completely redesigned
interface—give it a try!

 

 * Transfer


5 people like this
 * 
   Doyle
 * 
   jphorn
 * 
   SamB
 * 
   mzsadiek
 * T
   TamRazzleDazzle

 * Like
 * Quote
 * Subscribe
 * Share


4 REPLIES

R
 * rkanter
 * 4 replies
 * 9 months ago
   October 22, 2021

Really excited to add Transferring functionality to our arsenal of automations
within Zapier.

Are there any plans to institute a filtering option within Transfer? My goal is
to take bulk data from O365 Excel and update a CRM module and I would only like
to select certain records that meet certain criteria.

Additionally, I would like to automatically trigger a transfer via a Zap - one
where we can automatically using custom variables from the Zap to decide things
like worksheet name, the cadence of a transfer etc. 

My goal is to automate end to end the filtering and updating process for this
module and without these key features, I’m not sure it would be worth it over a
manual import into my CRM directly the way that we are doing things today.

 

L
2 people like this
 * 
   jphorn
 * L
   loveoneday

 * Like
 * Quote

--------------------------------------------------------------------------------

J
 * JoeHolder
 * 1 reply
 * 9 months ago
   October 25, 2021

Do you think a future update could bring a scheduled transfer? kind of like a
chron job. 

 

thanks! 

R
1 person likes this
 * R
   reetu-cn

 * Like
 * Quote

--------------------------------------------------------------------------------

S
 * Scott Demo
 * 1 reply
 * 9 months ago
   November 9, 2021

It seems that you can not map a value to a dropdown / picklist field.. Is that
correct?  When I bring over records, I want to bring over the owner record, but
the Transfer makes me select the owner from a list of users.  What I want to do
is map a column from my google sheet to the Owner column.  I would also like to
do this with other items, such as Name Title and Lead Source, but the only
choice I have is to pick a static value.

 * Like
 * Quote

--------------------------------------------------------------------------------

N
 * Nora Voila
 * 2 replies
 * 25 days ago
   July 17, 2022

Hello. Thanks for sharing this. I am really excited to add this feature in my
upcoming projects Social and Scrabble Moreover this community is really helpful
in sorting queries and giving updates which are amazing to apply and helpful.

 * Like
 * Quote

--------------------------------------------------------------------------------


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