Connect Zapier with Impira

This article walks through the process of integrating Impira with Zapier and a third app.

Note: We’re using Google Sheets as our example, but feel free to integrate with Slack, Zoho, Salesforce, or any ERP you’re using.

This example workflow allows a user to make edits in Impira and Google Sheets and have them “speak” to each other to stay synced up by using Zapier as a means of communication.

This article accompanies the tutorial video below, but skips the invite link step mentioned early in the video.

Zap #1: Reads data from Google Sheets, then immediately writes to (uploads files) into Impira.

Step 1: Connect to Google Sheets

In Zapier

  1. Sign into Zapier.
  2. Go to My Apps in the left sidebar and search for Google Sheets. Sign in.

Step 2: Create a Zap that reads from Google Sheets

In Google Sheets

  1. Prepare a new spreadsheet (e.g., “Zapier”) with two columns named “Name” and “Path.”

In Excel

  1. Copy the first two values from the example spreadsheet and paste them into your Google Sheet in row 2, under Name and Path.
Note: The video tutorial shows the Path value as an HTTP link to a file that Impira can access.)

In Zapier

  1. Select Make a Zap on the left sidebar, and choose Google Sheets. We’re going to name this Zap, “Gsheets to Impira.”
  2. For Trigger Event, choose “New Spreadsheet Row.” Continue.
  3. Choose your Google account. Continue.
  4. For Spreadsheet, choose “Zapier” (the name of your Google Sheet)
  5. For Worksheet, choose the name of the first sheet on Google Sheets. Our example uses the name “Sheet1.”
  6. Hit Test Trigger, and you’ll see the two values from the Google Sheet show up in Zapier.

Now, let’s connect to Impira. Choose Continue.

Step 3: Connect to Impira

In Zapier

  1. After you chose Continue from the last step, a box called “2. Action” with an orange header appeared. Search for Impira in the search bar and select it.
  2. For Action Event, choose “Upload file.” Continue.
  3. Sign into Impira with your organization name (found in your Impira browser URL, after /o/) and API key. (Find your API key (i.e., “token”) by clicking the Account icon in the upper right corner.) Learn how to create your own API token.
  4. Paste in your API key and select Yes, Continue, then Continue.
  5. Under Set up action, you’ll see File Name. Select “Name.”
  6. For URL, choose, “Path.”

Now, we have to create a Collection in Impira.

In Impira

  1. Go to the left sidebar and create a new Collection by clicking the + icon next to COLLECTIONS. Give it a name (we’re using the name “Zapier-Test” for this demo).

In Zapier

  1. Go back to Zapier and type in your new Collection name under Collection Name.
  2. Let’s give this a shot. Click Test & Continue, and you’ll see that the test was successful.
  3. Go back to Impira to see that the file showed up in your new Collection.

Step 4: Start extracting data in Impira

  1. Take a moment to extract some data from your files in Impira. (This trains custom machine learning models running in the background.)
  2. Open a file and add a few fields. We're starting with the fields First name and Last name. Refer to the video to see this in action (timestamp 3:27).

In Google Sheets

  1. After training our machine learning model in Impira, we want to get the updated file information from Impira back into the Google sheet.
  2. Go to Google Sheets and create a new sheet called “Output.”
  3. We want to capture a few fields, so label the columns as uid, file name, First name, Last name, id, and cursor, starting from the left. (id and cursor are two special fields that Zapier and Impira create that help us understand the order in which events come.)

Zap #2: Sees edits you’re making in Impira and writes to Google Sheets.

In Zapier

  1. Go back to Zapier and choose Turn on Zap.
  2. Choose Go to My Zaps, choose Create Zap. Name it “Impira to Gsheets.”
  3. In the box called, “1. Trigger,” search for “Impira” under App Event.
  4. Under Trigger Event, choose “File Record (New or Updated): Webhooks.” Continue.
  5. For Impira Account, choose your organization. Continue.
  6. Now, we have to set up a trigger. Type in your Collection name (e.g., Zapier-Test). Continue.
  7. Hit Test Trigger and you’ll see all your data show up. Continue.

We’ve just made it possible to work with your Collection data in Impira and have those changes and updates reflected automatically in Google Sheets.

Enhancing your Zaps to work more efficiently

Now, we’re going to allow for these updates in Impira to show up in Google Sheets by automatically updating existing rows instead of stacking new row after row with each new data event. This makes for a cleaner, less cluttered Google Sheet.

Step 1: Create a new action

For demonstration purposes, let’s take a few more files from our Excel sheet and paste them into Sheet1 of our Zapier Google Sheet.

In Zapier

  1. After hitting Test Trigger, a box called “2. Action” should have popped up.

  2. Create a new action by searching for “Google Sheets” (or selecting from the list below).

  3. For Action Event, choose “Update Spreadsheet Row.” Continue.

  4. Select your Google Sheets account, Drive, Spreadsheet, and Worksheet (“Output”).

  5. (Skip Row for now. We’ll get back to that.)

  6. Keep filling in the rest of the fields:

    • For UID: “uid (primary key)”
    • For File Name: “File name”
    • For First Name: Search for “First name label value”
    • For Last Name: Search for “Last name label value”
    • For Id: “id”
    • For Cursor: “cursor”

Now, let’s go back up to the Row field.

  1. Go to Row and choose the Custom tab. Select Add a search step.
  2. This will put a new step between our two existing steps (“1. File Record…” and “2. Update Spreadsheet Row…”).

Step 2: Add Search Step

In Zapier

  1. Once you confirm adding a Search Step, choose your Google Sheets account.
  2. Choose your information again: Drive, Spreadsheet (“Zapier”), Worksheet (“Output”), 3. Lookup Column (“uid”), Lookup Value (“uid (primary key)”).
  3. For Bottom-Up, choose True.
  4. Check the checkbox for “Create Google Sheets Spreadsheet Row if it doesn’t exist yet?” Continue.
  5. Scroll down and re-enter your fields for: Uid, File Name, First Name, Last Name, Id, and Cursor. Continue.
  6. Scroll down again and choose Test & Continue.

In Google Sheets

  1. You can go to Google Sheets and see that our file has shown up in our Output sheet.

In Zapier

  1. Choose Continue under “3. Update Spreadsheet Row in Google Sheets.”
  2. Choose Test & Continue, then Turn on Zap.

In Impira‍

  1. We can start cleaning up our Collection by confirming fields and fine-tuning our machine learning model. This is a very simple process and Impira updates your model’s automatically in the background as you make confirmations and corrections. Watch the video to see this in action (timestamp 8:35).

As we update our data and our models continually learn and improve themselves, Zapier sends these updates to Google Sheets. You can see that the data within the row is updating, instead of new data being added as new rows.

This is how you set up Impira and Google Sheets with Zapier so that they speak to each other and automatically stay synced.

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