In the article 'Using CSV Files to Manage Rates and Schedules' we illustrated how to Operate the CSV file uploads process.
In this section, we explain how to set up an example Zapier integration using Google Drive as the source repository.
Important Note: This activity to set up a Zapier workflow will only need to be done once. Once you set up the drop folder in Zapier, the operations team will only need to drop files into the correct folder.
This integration works with any online cloud storage provider like Google Drive, SharePoint, DropBox etc. In this example we'll use Google Drive as the CSV repository.
Ultimately, as long as the trigger is enabled and can produce line items (https://zapier.com/help/line-items/) with properties described in the CSV data types, the Zapier workflow will accept it. This method removes the need of the formatter therefore removes any data load restrictions.
Once the Zapier account has been set, click on the Apps tab in the top menu and search for Kontainers.
Select the Kontainers app and click on Start using Kontainers now!.
You should be presented to the next screen with the last click to finalise the workflow.
Click on Accept Invite & Build a Zap! and you will be redirected to the My Zaps view.
In this view you will set up the Zapier workflow.
The workflow described in this page will contain at 3 Zapier steps.
Step 1: Create a Trigger
Firstly, we need to tell your Zap where you to find your file so that the workflow can be automatically triggered.
1. If you are not yet in the Zaps configuration view, select 'Make A Zap' from the top menu and give it a name (i.e. Tariff updater). The first view will ask you to select a trigger. A trigger is just a response to an event that Zapier is able to intercept. In this case it will be a new file inbounded to a folder in Google Drive.
2. Select Google Drive or search for it in the search bar.
3. As Trigger Event, select New File in Folder.
4. Choose the Google account you want to use to inbound the files and click continue. If the account wasn't connected, Zapier will guide you in doing so.
5. You will then be asked to select the File location/Folder where you will put your Tariff CSV. Select the Drive and Folder you want to use.
6. After selecting your drive, Zapier will ask you to test the file. To do this upload the Tariff CSV file into the Google Drive folder you have created and select 'Test & Review'.
7. You will be presented with the following row and by clicking on the arrow on the right side you will be able to see the file details.
8. Click on Done Editing to continue to the next step.
Step2: Set up a Formatter
This next step is necessary to make Zapier aware that the file is of type CSV (See here for more help on Formatter https://zapier.com/apps/formatter/help ).
1. In the search bar, type Formatter and select Formatter by Zapier
2. In the App & Event select Utilities and continue
3. In the Transform dropdown, select Import CSV File
4. In the field CSV File dropdown select File (exists but not shown)
5. Leave Force first Row as Header Row as no (default setting) and select Continue.
6. Set Type of CSV file as Detect Automatically. Configurations should appear as below:
6. You can now test your formatter.
Note: whenever you will change the format of the CSV file, the Send Data step is to be run otherwise the old settings will be cached.
When you're happy with the configuration, click on Done editing and continue to the final step.
Step 3: Connect with Kontainers
Once we have successfully created a Zapier Trigger and told the Formatter that we are using CSV files, we now need to create the Action that will upload the new Tariffs into Kontainers.
1. Click on the + button to add a step and type Kontainers in the search bar.
2. Select the Kontainers app and in the Action Event, select Update Tariffs and click continue
3. Sign into a Kontainers account using your API key. You will be prompted a pop-up window inside which you are to paste your API key. You will not have to connect your account again after this time. Select your account and click continue.
6. Now you will be presented with a list of fields that you need to map. The mapping will be between the Zap fields and the Template you used in step 1.
For each field:
- Select Utilities from the dropdown
- All fields are prefixed Output Line Items. Select the field name from the list that matches the field name in the form.
- e.g. In the From form select 'Output Line Items From', in the To field select 'Output Line Items To.
You should have something similar to the following:
Note: there are fields that are mandatory. Without those fields, you wouldn't be able to close the workflow.
7. Once you have added a mapping for all fields select continue. You will be shown the following screen that will enable you to test your mapping.
Click on TEST & REVIEW and if the configuration is correct, you will be shown a success message
8. Click on Done editing and you will have successfully completed your integration!
Make it automatic
The workflow you just created does not run automatically yet whenever a CSV file is uploaded to Google Drive.
To enable the automation, go to the Zapier Home page and click on the OFF switch. You should see the following
In case of an error during the execution of the automatic workflow, the email address of the Zapier account will be notified.
Here are some of the common errors:
1. A unlocode used for From or To addresses is not on the system (either it is an invalid code OR is not on the system by design)
2. For those using MS Office, Microsoft Excel will try change a date format entered into the default format on on worksheet e.g. from 2019-08-08 to 8/8/19. Ensure that when you save the file as CSV the format is not changed.
3. If the data contained in the CSV is incorrect, you will get an error message describing which value failed to be processed.
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