Automating Data Transfer From Google Sheets To Planfix With Apix Drive
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Discover how to configure automatic data synchronization from Google Sheets to Task Manager Planfix using ApiX-Drive. Follow step-by-step instructions for a seamless integration.
Learn how to set up automatic data transfer from Google Sheets to Planfix using ApiX-Drive.
- In this guide, Dima explains the process of setting up automatic data transfer from Google Sheets to Task Manager Planfix using ApiX-Drive.
- This integration enables you to conveniently add new tasks to Planfix and process them efficiently.
- The setup process involves creating a new connection, selecting the "Google Sheets Data Source," configuring data loading, and connecting your Google Sheets account to ApiX-Drive.
- You'll also learn how to select the specific file and sheet from which new rows will be transferred and set up data filters if needed.
- After configuring the data source, the guide walks you through the "Data Reception" settings in Planfix, where you specify the action as "Create a task" and connect your Planfix account to ApiX-Drive.
- Dima explains how to obtain the necessary information from your Planfix account, including the account name, API access point, API key, and authorization token.
- You'll also learn how to map variables from Google Sheets to Planfix fields to create new tasks automatically.
- The guide emphasizes that you can use both variables from the drop-down list and manually entered values for this mapping.
- To ensure the correctness of your settings, Dima demonstrates how to send test data to Planfix and check the results in the Planfix platform.
- Once everything is in order, you can enable auto-updates and select the connection interval, such as every five minutes, to complete the setup successfully.
- Following these steps will lead to a seamless integration between Google Sheets and Planfix, streamlining your task management and data processing.
I wish you successful integration settings and good luck!
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