Importing applications with Zapier

With a direct Zapier integration, you can import historical applications into Good Grants quickly and reliably.

What you need

• A Good Grants account on the Premium plan or higher
• A Zapier account
• A Google Sheet containing the data you want to import

Step 1: prepare your Google Sheet

Preparing your data is the most time-consuming part of the process. Every piece of data you want to import must exist as a field in Good Grants. If a field does not exist, it must be created first.

Your spreadsheet must include one row per application and at minimum:

• Applicant slug
• Category slug
• Chapter slug
• Season slug
• Application title

Any additional application fields must:

• Exist in Good Grants
• Use the correct field slug as the column header

If you want to import files, include a column with public file URLs. Each file will be uploaded into a matching file upload field.

Step 2: create an API key

1. In the Manage workspace, go to Settings > Integrations > API keys
2. Click Generate API key
3. Enter a name for the key
4. Set the scope to Read / Write
5. Click Save

Step 3 : create the Zap

1. In the Manage workspace, go to Settings > Integrations > Zapier
2. Select Google Sheets
3. Choose Create new Good Grants users and applications from new/updated Google Sheets rows
4. Log in to Zapier
5. Select your Google Sheets account
6. Choose the drive, spreadsheet, and worksheet
7. Set the 'Trigger' column to any_column
8. Test the trigger
9. Select Create application as the action event
10. Sign in to Good Grants using the API key
11. Select the chapter, category, and season
12. Map the applicant slug and application title
13. Map all required application fields
14. Test the Zap
15. Turn the Zap on

Step 4: import your applications

1. Log in to Zapier
2. Open the Zaps page
3. Enable your Good Grants Zap
4. Open the Zap menu and select Run Zap
5. Select all rows
6. Send the data to Zapier

Applications will now be created in Good Grants.

Upload files using Zapier

To upload files, URLs must be converted to base64 format.

1. Add a new step to your Zap
2. Select Code by Zapier
3. Choose Run Javascript
4. Pass the file URL as input data

5. Use the following code: 

   const response = await fetch(inputData.url);

   const content = await response.buffer();

   const data = content.toString("base64");

   output = [{ data }];

6. Use the output to populate the Upload application file action

Good to know

• Microsoft Excel can be used instead of Google Sheets.
• All fields must exist before importing.
• Slugs must match exactly.
• File uploads require publicly accessible URLs.
• Large imports may require a higher Zapier plan.
• You can add multiple upload steps for multiple files.