Import Leads from a Google Sheet Using Zapier

This guide will show you how to automatically import leads from a Google Sheet into Evergiving using Zapier's integration and webhooks.

Step 1: Sign Up for Zapier

1. Sign up for a Zapier account at zapier.com.

Step 2: Create an Evergiving API Token

1. Log into Evergiving with admin privileges.
2. Go to Account > API Tokens.
3. Click Create and assign the token to a specific campaign.
4. Save your API token securely for later use.

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Step 3: Prepare Your Google Sheet

1. Set up a Google Sheet with column headings such as:
   • Supporter First Name, Supporter Last Name, Supporter Email, Country Code, Campaign Name, Import Label, External Reference Number.
2. Ensure the data meets Evergiving’s lead import standards.

Example table:

Supporter First Name	Supporter Last Name	Supporter Email	Supporter Country Code	Campaign Name	Import Label	External Reference Number
Homer	Simpson	homer@thesimpsons.com	USA	Zapier Campaign	Zapier Campaign	2001

Step 4: Set Up Google Sheets in Zapier

1. Select Google Sheets as the app.
2. Choose New Spreadsheet Row as the event.
3. Connect your Google account and select your sheet and worksheet.

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Step 5: Set Up Evergiving in Zapier

1. Select Evergiving as the app and choose Create Lead as the event.
2. Map your Google Sheet columns to the required Evergiving fields.
3. Provide the Evergiving API token when prompted.

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Step 6: Configure the Action

1. Map fields such as Supporter Country Code and Import Label.
2. Ensure all required fields are filled in.
3. Click Continue to proceed.

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Step 7: Test the Zap

1. Test the Zap to ensure everything works.
2. Verify that the lead is correctly created in Evergiving.

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Step 8: Publish and Run the Zap

1. Click Publish Zap to make it live.
2. Add rows to your Google Sheet and ensure leads are created in Evergiving automatically.