Bulk import data into apps with Transfer

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.

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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.
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You can also create a Transfer from an existing Zap if it uses a trigger supported by Transfer. If the Zap can be used, you’ll see an option to Transfer existing data in the three dots Nav: more horiz dropdown menu of your Zap.

 

2. Select how many times the Transfer should run

 

You can set your Transfers to run once or repeatedly on a schedule. In the How many times do you want your Transfer to run? section:

  • Click Run once to run a single Transfer.
  • Click Schedule to schedule a recurring transfer.
 

 

3. Select the 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.
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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.

 

 

4. Connect the 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 beginning of the scheduled Transfer set up, or Next to continue.
 

 

5. Select the 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.
 

 

6. Connect the 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.
 

 

7. Map data from the source app to the 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. Learn more about how to use different 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.
 

 

8. Review 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.
 

 

9. Scheduled Transfers: select when the Transfer should run

 

In the How frequently will this Transfer occur? section, select when you'd like the Transfer to be run. You can choose from these options:

  • Every hour
  • Every day
  • Every week
  • Every month

Depending on your selection, you will be able to define the time of the day, the day of the week, or the day of the month.

 

 

10. Review the records being transferred

 

Records are each unit of data that a Transfer sends.

If you've selected to run the Transfer once:

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

If you've selected to schedule a Transfer

You'll be able to select filters that will be applied before sending records to your destination app. You can filter by one or all source app fields to narrow down which records you want to send. When you add or remove filters, Transfer will display up to 100 examples of records that match those filters.

  • If you need to return to the previous section, click Back.
  • If the data is correct, click Confirm schedule.
 

 

11. Send your data

 

If you're doing a one-time transfer, 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’re ready to proceed, click Send data. A new browser tab or window will open. If you need to return to a previous section, click Back.

Optionally:

  • Click View Progress to review your Transfer as it proceeds.
  • Click Exit Transfer to return to the Transfer dashboard.
  • Click Create a Zap from this Transfer to start a Zap using the same settings.
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  • 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.
 

 

12. Review your existing Transfers

 

Review all existing Transfers by going to Transfers.

  • Draft Transfers show the time they were created.
  • Completed Transfers will show the time they last ran.
  • Recurring Transfers will show the time they last ran, and also when they are scheduled to run.

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

For more options, click the three dots icon Nav: more horiz.

  • 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 able to review your data prior to sending. This option is not available for scheduled Transfers.
    • If your Transfer setup is incomplete, you’ll see an error letting you know that no records were found. Complete the setup before running it again.
  • Rename: change the name of your Transfer.
  • View history: view previous runs of your Transfer. Learn more about Transfer history.

 

Learn more about how to use Transfer in the Zapier Community.

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