How do I update my people records using Zapier and Google sheets?

To duplicate the steps in this article, you will need a trial, professional or business ProsperWorks account

 

We do not have the ability to update your records by re-importing them. This is a feature we are currently working on. If you would like to be a BETA user of this feature, please make a request here.

In the meantime, this article will show you how to update your records using Zapier, a third party tool and Google sheets.

 

Here is a link from Zapier showing what automation you can create between ProsperWorks and Google sheets: https://zapier.com/zapbook/google-sheets/prosperworks

 

 

How to update your People records using Google Sheets, Zapier and ProsperWorks:

 

Start a free Zapier trial from https://zapier.com

 

 

In this example, you will be pulling from a google sheet to update information in ProsperWorks

 

 

 The Google spreadsheet we are using as an example:

https://docs.google.com/spreadsheets/d/16_lnT80CPG1XEfWH-Z-Fz5ooxPtUbi-kds7vF5pqR4w/edit?usp=sharing

 

This is the Google sheet I used to update contacts with which you can make a copy to use.

 

Regarding the spreadsheet, you do not have to have the ID (column A). But if you want to update by ID, you have to export your data (settings -> export). Also, if you do update by ID, you will have to change the settings below.

 

Use the images below to guide you in building your first Zap. If these images are hard to see, please try zooming in on the page.

 

Log into Zapier and make a Zap

Search for Google sheets

 

 

Connect a Google sheets account

Fill in the fields, make sure to select your column called "Update" in the third step

 

For the second action, search for webhook

 

Select custom request

 

Make your template look like this:

You can copy/paste the text below in.

https://api.prosperworks.com/developer_api/v1/people/fetch_by_email

X-PW-UserEmail

X-PW-AccessToken

X-PW-Application

Content-Type

developer_api

application/json

 

When all the fields have been filled out like the image above, hit  to test this step and then select "Create & Continue"

If it was not successful (a red error message pops up), check to make sure all fields are filled out correctly, and try deleting and readding the email

If you are successful, you should click "view your custom request" to see what it is you got back.

 

What we are looking for in the thing we got back is the ID:

If you find the Id as highlighted in blue above, click "Continue"

 

Onto step 3, search webhook again

 

Select custom request

 

Make your template look like this:

You can copy/paste the text below in.

https://api.prosperworks.com/developer_api/v1/people/fetch_by_email

X-PW-UserEmail

X-PW-AccessToken

X-PW-Application

Content-Type

developer_api

application/json

 

 

Here it is broken down in sections in case you cannot see:

{
"name": "{}",
"emails": [
{
"email": "{}",
"category": "work"
},
{
"email": "{}",
"category": "work"
}
]
}

When all the fields have been filled out like the image above, hit  to test this step and then select "Create & Continue"

If it was not successful (a red error message pops up), check to make sure all fields are filled out correctly, especially make sure the quotes are around the email address.

If you are successful, you should click "view your custom request" to see what it is you got back.

 

What we are looking for is that we have updated the data as we originally intended from the spreadsheet.