{"id":1512,"date":"2018-03-27T12:34:03","date_gmt":"2018-03-27T12:34:03","guid":{"rendered":"https:\/\/resourceguru.wpengine.com\/?p=1512"},"modified":"2025-01-14T09:45:47","modified_gmt":"2025-01-14T09:45:47","slug":"importing-projects-using-zapier","status":"publish","type":"post","link":"https:\/\/resourceguruapp.com\/blog\/product-updates\/importing-projects-using-zapier","title":{"rendered":"Importing a list of projects into Resource Guru using Zapier"},"content":{"rendered":"<p>Our Zapier integration makes it easy to connect Resource Guru to your favorite apps, but you may not know that you can also use Zapier with Google Sheets to import a list of projects into your Resource Guru account. Read the step-by-step guide below to find out how.<\/p>\n<h3>Before you get started<\/h3>\n<ul>\n<li>It is not currently possible to associate a Client or set the Billable\/Non-Billable status for a project while importing with Zapier.<\/li>\n<li>Zapier wasn\u2019t designed for large data imports, and you may get errors if you try to import hundreds of rows of projects all at once. We recommend copying the projects in at a rate no greater than 100 rows every 20 minutes.<\/li>\n<\/ul>\n<p>Along with Resource Guru and Zapier, we\u2019ll also be making use of <a href=\"http:\/\/sheets.google.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Google Sheets<\/a> import the data.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">In this article \ud83d\udcd6<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/importing-projects-using-zapier\/#The-import-process\" >The import process<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/importing-projects-using-zapier\/#Setting-up-your-Zap\" >Setting up your Zap<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/importing-projects-using-zapier\/#Importing-your-projects\" >Importing your projects<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"The-import-process\"><\/span>The import process<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>You will be using two spreadsheet templates for the import \u2013 <strong>Project Preparation<\/strong> and <strong>Project Import<\/strong>. The Preparation template provides a space to get your projects in the correct format for importing. Once the data is ready, you can copy it over to the Import template to get the importing process underway.<\/p>\n<p>You can find the two spreadsheet templates by following the links below:<\/p>\n<ul>\n<li><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1o5c8KBN30jL2M87NtAB3CBU2khGTM35swhz1urThK64\/edit?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">Project Preparation template<\/a><\/li>\n<li><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1LBB4YOdwuVGqeSZZDCL22sdwBKO4NLbjmag73UbpRqo\/edit?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">Project Import template<\/a><\/li>\n<\/ul>\n<h3>Copying the templates<\/h3>\n<p>Start by opening the\u00a0<strong>Preparation<\/strong> template in Google Sheets, and then click <strong>File &gt; Make a copy<\/strong> to put an editable copy of the template into your own Google Drive.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1513 aligncenter\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2018\/03\/copytemplates.png\" alt=\"\" width=\"300\" height=\"200\" \/><\/p>\n<p>Next, open the <strong>Import<\/strong> template in Google Sheets and repeat the copying process.<\/p>\n<p>You should now have one copy each of <strong>Preparation<\/strong> and <strong>Import<\/strong> in your Google Drive. Make sure to use your copies of these spreadsheets throughout the rest of the process.<\/p>\n<h3>Preparing your project data for import<\/h3>\n<p>Open your copy of the <strong>Preparation<\/strong> template in Google sheets. Add in the details for the projects you want to import, using one project&#8217;s details for each row of the spreadsheet.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1514 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2018\/03\/templateExample.png\" alt=\"\" width=\"670\" height=\"127\" \/><\/p>\n<p>Your completed spreadsheet should look similar to the screenshot above.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Setting-up-your-Zap\"><\/span>Setting up your Zap<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Head over to Zapier and open the <a href=\"https:\/\/zapier.com\/app\/editor\/template\/21989\" target=\"_blank\" rel=\"noopener noreferrer\">Create Resource Guru projects from new Google Sheets rows<\/a> shared Zap.<\/p>\n<p>Click the \u201cCreate this Zap\u201d button, and then \u201cContinue\u201d on the Google Sheets trigger screen. Connect Zapier to the Google Sheets account that contains your two spreadsheet template files.<\/p>\n<p>The \u201cSet up Google Sheets Spreadsheet Row\u201d screen will show two dropdown menus.<\/p>\n<p>On the \u201cSpreadsheet\u201d dropdown select your <strong>Import<\/strong> template. On the \u201cWorksheet\u201d dropdown select <strong>Import<\/strong> Template.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1515\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2018\/03\/SetUpSheets.png\" alt=\"\" width=\"670\" height=\"329\" \/><\/p>\n<p>Click through to test that the trigger has been setup correctly.<\/p>\n<p>Click \u201cContinue\u201d to start setting up the Resource Guru Zap Action. If you haven\u2019t done so previously, you&#8217;ll need to connect Zapier to the Resource Guru account that is the destination for your imported projects.<\/p>\n<div class=\"adblock adblock--bright06\">\n<div class=\"adblock__image\">\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2019\/12\/mc-saatchi.png\" alt=\"M&amp;C Saatchi\" width=\"562\" height=\"576\" class=\"alignnone size-full wp-image-2213\" \/><br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2019\/12\/steffani-sabatinni.png\" alt=\"Steffani Sabatinni\" width=\"528\" height=\"576\" class=\"alignnone size-full wp-image-2207\" \/>\n<\/div>\n<blockquote><p>&#8220;Resource Guru is simple to use. It allows us to optimize our resources and keeps an eye on every project.&#8221;<\/p>\n<footer><strong>Stefania Sabbatini<br \/>\n<\/strong>Digital Production Director<\/footer>\n<p><svg class=\"curve__right\" preserveAspectRatio=\"none\" viewBox=\"0 0 42 236\">\n<path d=\"M42,0H0C20.4,38,31.14,77.5,31.14,118S20.4,198,0,236H42Z\" style=\"fill:#40264d;fill-rule:evenodd\"\/><\/svg><br \/>\n<svg class=\"curve__bottom\" preserveAspectRatio=\"none\" viewBox=\"0 0 236 42\">\n<path d=\"M236,42V0c-38,20.4-77.5,31.14-118,31.14S38,20.4,0,0V42Z\" style=\"fill:#40264d;fill-rule:evenodd\"\/><\/svg>\n<\/p><\/blockquote>\n<div class=\"adblock__link\"><img decoding=\"async\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/themes\/resourceguru_2019\/images\/resource-guru-vertical.svg\" \/><br \/>\n<a id=\"customtestimonial\" class=\"button\" href=\"https:\/\/resourceguruapp.com\">Try It Free<\/a><\/div>\n<\/div>\n\n<p>Now it\u2019s time to fill out the Zapier Action template (if you don\u2019t see the full template then click the \u201cShow advanced options\u201d link).<\/p>\n<p>For the \u201cName\u201d field, click on the dropdown menu and select the \u201cProject Name\u201d value. Follow the same process for the Project Codes, Notes, and Color fields.<\/p>\n<p>Your completed template should look like the screenshot below:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1516\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2018\/03\/template.png\" alt=\"\" width=\"670\" height=\"556\" \/><\/p>\n<p>Click the \u201cContinue\u201d button and test the Zap. If everything has worked correctly then you can go ahead and turn the Zap on.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Importing-your-projects\"><\/span>Importing your projects<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The final step is to copy your project data from the data preparation spreadsheet and paste it into your Import spreadsheet, triggering Zapier to start the import process.<\/p>\n<p>Head back to your <strong>Preparation<\/strong> template. Select all of the project data you wish to import and then open the\u00a0<strong>Edit<\/strong>\u00a0menu and select<strong>\u00a0Copy<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1519\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2018\/03\/editcopy.gif\" alt=\"\" width=\"670\" height=\"200\" \/><\/p>\n<p>Open your <strong>Import<\/strong> spreadsheet and paste your copied data into the row below the column headings. Be careful to match up the copied data to the right columns.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1520\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2018\/03\/paste2.gif\" alt=\"\" width=\"670\" height=\"180\" \/><\/p>\n<p>That\u2019s it! The new rows in the Import spreadsheet are going to trigger the Zap to start the import. This may take some time, so allow 15 minutes for the process to get underway.<\/p>\n<p>After you&#8217;ve given the importing process some time to run, head over to your <a href=\"https:\/\/resourceguruapp.com\">Resource Guru<\/a> account and click on Projects to see your newly imported projects in your account.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our Zapier integration makes it easy to connect Resource Guru to your favorite apps, but you may not know that you can also use Zapier with Google Sheets to import a list of projects into your&hellip;<\/p>\n","protected":false},"author":5,"featured_media":2088,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[30],"tags":[61],"class_list":["post-1512","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-updates","tag-product-updates-feed"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Importing a list of projects into Resource Guru using Zapier<\/title>\n<meta name=\"description\" content=\"Streamline your project imports with Zapier and Resource Guru, enhancing project management efficiency.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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