This small guide will get you started on connecting your web apps with Zapier in order to share data and visualize it in Plecto.

Last updated: July 23, 2021

Setting up in Plecto

Before you begin, you will need to create a data source in Plecto:

  • Go to 'Data management' > 'Data sources' > 'New data source'
  • Select 'Custom Input' under 'Manual data entry'
  • Write what kind of data you want to collect (e.g. Sales, Leads, Budgets)
  • Design the registration box (optional). Here you can add fields to the registration box. You can add as many as you like - You need the same fields as what you have in your excel/Google sheet
  • Click 'Save'

Example on how to set up and design the data source in Plecto.

After creating the data source in Plecto, simply go to 'New data source' in Plecto.

  • Select Zapier under 'Other'
  • Select the system in the list of zaps by clicking on 'Use this zap'

Setting up in Zapier

A new window will open in Zapier with a description of how this zap works. Click 'Create this Zap'.

2.1 Set up the Trigger

  • Set up the 'Trigger': Click 'Continue'
  • Connect Account
  • Follow the steps by Zapier, and click 'Fetch & Continue'
  • Choose your 'Trigger App', and follow the guide step by step described by Zapier

2.2 Set up the Action

  • Set up the 'Action': 'Create New Registration'. Click 'Continue'
  • Connect your Plecto account
  • Set up your Plecto registration
  • Fill out the template (Integration name, User ID, User Name, Data source, External ID). Use the list option to add a dynamic text
Please make sure that the template is filled out correctly
  • Integration Name: Make sure to always write it the same way, if you use multiple zaps from the same 3rd party system, as we use the name to group the users together
  • User ID: Employee ID, e-mail or a unique name/number of each employee
  • User Name: The name of the employee
  • External ID: A unique number for each registration, e.g. row number/ID
  • You might have to click 'Refresh Fields' to show the custom field(s) you have created in you API data source in Plecto

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