{"id":2213,"date":"2024-03-24T23:06:38","date_gmt":"2024-03-24T23:06:38","guid":{"rendered":"https:\/\/contentsnare.com\/help\/knowledge-base\/bulk-create-requests\/"},"modified":"2024-09-23T23:10:35","modified_gmt":"2024-09-23T23:10:35","slug":"bulk-create-requests","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/bulk-create-requests\/","title":{"rendered":"Create requests in bulk with Zapier"},"content":{"rendered":"\n<p>The best way to learn about how to bulk create and\/or bulk send requests using the Zapier integration is by watching the tutorial below.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to bulk import data with Zapier\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/t8C7yCkXXXg?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Still not sure of how it\u2019s done? Don\u2019t worry, within the following written explanation (accompanied by screenshots from the above video), you\u2019ll be taken through this process one step at a time:<\/p>\n\n\n\n<p>Firstly, let\u2019s take a look at&nbsp;<strong>Content Snare<\/strong>&nbsp;on&nbsp;<strong>Zapier<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Screenshot-2020-09-26-at-21.42.38.png\" alt=\"\" class=\"wp-image-2077\"\/><\/figure>\n\n\n\n<p>As you can see from the integration details, Zapier supports a certain number of Content Snare\u00a0<a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/zapier\/\">triggers and actions<\/a>.<\/p>\n\n\n\n<p>When it comes to this process, only the&nbsp;<strong>actions<\/strong>&nbsp;are concerned. For this example, you\u2019re going to learn how to bulk create and send&nbsp;<strong>requests<\/strong>&nbsp;which involves using the&nbsp;<strong>Create Request<\/strong>&nbsp;action. However, the same steps are applicable when it comes to creating new clients using the&nbsp;<strong>Create Client<\/strong>&nbsp;action.<\/p>\n\n\n\n<p><em>Step 1<\/em>: Log into your&nbsp;<strong>Zapier<\/strong>&nbsp;account and hit that&nbsp;<strong>Make a Zap<\/strong>&nbsp;button in the top left-hand corner.<\/p>\n\n\n\n<p>Normally, you would begin a Zap with a<strong>&nbsp;trigger<\/strong>. However, for this, as you need to figure out what information you\u2019re going to import first, you\u2019ll need to skip straight to the<strong>&nbsp;action<\/strong>.<\/p>\n\n\n\n<p>Search for&nbsp;<strong>Content Snare<\/strong>&nbsp;within the apps, select the&nbsp;<strong>Create Request<\/strong>&nbsp;action and sign into your&nbsp;<strong>Content Snare<\/strong>&nbsp;account.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Screenshot-2020-09-26-at-21.44.30.png\" alt=\"\" class=\"wp-image-2078\"\/><\/figure>\n\n\n\n<p><em>Step 2<\/em>: Now, this is where you\u2019re going to work out what information you\u2019re going to need to import.<\/p>\n\n\n\n<p>To proceed onto this part of the process, it would be useful to go ahead and create a new&nbsp;<strong>Google Spreadsheet<\/strong>.<\/p>\n\n\n\n<p>For the purpose of this example, we\u2019ve called our new spreadsheet \u201c<strong>Temp \u2013 Content Snare Import<\/strong>\u201c. Once you\u2019ve created that, open it alongside&nbsp;<strong>Zapier<\/strong>&nbsp;so that you can see both windows simultaneously.<\/p>\n\n\n\n<p>Next, you\u2019ll see that, in order to create a request, you need a certain amount of information. Within our example, we\u2019ve essentially selected the bare minimum:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>The Request Name<\/strong>&nbsp;(to be entered into the new spreadsheet as shown below)<\/li>\n\n\n\n<li><strong>The Request Template<\/strong>&nbsp;(to be selected within Zapier)<\/li>\n\n\n\n<li><strong>The recipient\u2019s email address<\/strong>&nbsp;(to be entered into the new spreadsheet as shown below)<\/li>\n\n\n\n<li><strong>The recipient\u2019s full name<\/strong>&nbsp;(to be entered into the new spreadsheet as shown below)<\/li>\n\n\n\n<li><strong>The name of the recipient\u2019s company<\/strong>&nbsp;(to be entered into the new spreadsheet as shown below)<\/li>\n\n\n\n<li><strong>The status of the request<\/strong>&nbsp;(to be selected within Zapier)<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Screenshot-2020-09-26-at-23.40.14-1024x340.png\" alt=\"\" class=\"wp-image-2080\"\/><\/figure>\n\n\n\n<p>Once you\u2019ve done that, within your spreadsheet, you can go ahead and create an example to import, much like the ours below:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Screenshot-2020-09-26-at-21.48.12-1.png\" alt=\"\" class=\"wp-image-2081\"\/><\/figure>\n\n\n\n<p><em>Step 3<\/em>: From here, let\u2019s go back up to the&nbsp;<strong>trigger<\/strong>&nbsp;for this Zap. You\u2019re now going to want to select&nbsp;<strong>Google Sheets<\/strong>&nbsp;as the desired app, choose the&nbsp;<strong>New Spreadsheet Row<\/strong>&nbsp;trigger and sign in\/select your account if you\u2019re already signed in.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Screenshot-2020-09-26-at-21.59.28.png\" alt=\"\" class=\"wp-image-2082\"\/><\/figure>\n\n\n\n<p>Now, select the spreadsheet you\u2019ve just created (it should be visible within the drop-down menu) as well as your desired worksheet, which is usually just&nbsp;<strong>Sheet1<\/strong>&nbsp;if the spreadsheet is brand new.<\/p>\n\n\n\n<p>At this point, you\u2019ll be able to test your trigger and, if you\u2019ve followed the steps correctly so far, the message \u201c<strong>We found a spreadsheet row!<\/strong>\u201d will appear on the screen and you\u2019ll be ready to move onto the next step!<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Screenshot-2020-09-26-at-21.59.58.png\" alt=\"\" class=\"wp-image-2083\"\/><\/figure>\n\n\n\n<p><em>Step 4<\/em>: Returning to the&nbsp;<strong>action<\/strong>, it\u2019s time to pick up where we left off within the&nbsp;<strong>Customize Request<\/strong>&nbsp;area.<\/p>\n\n\n\n<p>As we\u2019ve now created those 4 spreadsheet headings (<strong>Request Name<\/strong>,&nbsp;<strong>Email<\/strong>,&nbsp;<strong>Full Name<\/strong>&nbsp;and&nbsp;<strong>Company Name<\/strong>), we\u2019re free to select those from the corresponding drop-down menus, as shown below:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Screenshot-2020-09-26-at-22.01.05.png\" alt=\"\" class=\"wp-image-2084\"\/><\/figure>\n\n\n\n<p><em>Step 5<\/em>: Excitement awaits: you can now test your zap!<\/p>\n\n\n\n<p>Before you do so, open up&nbsp;<strong>Content Snare<\/strong>&nbsp;and display that window on the other side of your screen. When the test runs, you\u2019ll hopefully see the \u201c<strong>Test was successful!<\/strong>\u201d message appear following this which means, upon searching for the test request within&nbsp;<strong>Content Snare<\/strong>, it\u2019ll now appear!<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Screenshot-2020-09-26-at-22.02.11-1024x424.png\" alt=\"\" class=\"wp-image-2085\"\/><\/figure>\n\n\n\n<p>Once you\u2019re happy with that, you can turn the Zap on, choose a name for it and move onto learning how to bulk create and send requests.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Screenshot-2020-09-26-at-22.02.38.png\" alt=\"\" class=\"wp-image-2086\"\/><\/figure>\n\n\n\n<p><em>Step 6:<\/em>&nbsp;Seeing as our Zap is on, from that this point onwards, every single time a row is added within that worksheet, a request will automatically be created within&nbsp;<strong>Content Snare<\/strong>. This means that, essentially, in order to bulk import and create requests, all we need to do is paste in the the desired amount of data.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Screenshot-2020-09-26-at-22.04.03-1-1024x542.png\" alt=\"\" class=\"wp-image-2087\"\/><\/figure>\n\n\n\n<p>Due to how quick and efficient&nbsp;<strong>Zapier<\/strong>&nbsp;is, it is not recommended that you type data directly into the sheet you\u2019ve selected to trigger that&nbsp;<strong>Create Request<\/strong>&nbsp;action.<\/p>\n\n\n\n<p>For example, if you were to type data into the&nbsp;<strong>Request Name<\/strong>&nbsp;and&nbsp;<strong>Email<\/strong>&nbsp;columns and leave for just a second to look for the recipient\u2019s full name, the automation will have already happened using just those first two columns, making the request incomplete.<\/p>\n\n\n\n<p>All data needs to be entered at once, which is why we recommend creating a second worksheet (<strong>Sheet2<\/strong>), preparing everything required within that one and copying and pasting it into the first worksheet to trigger the workflow correctly.<\/p>\n\n\n\n<p>Here\u2019s an example of some \u201cdummy data\u201d we created within our second worksheet and pasted back into the first one, all at once:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Screenshot-2020-09-26-at-22.05.37.png\" alt=\"\" class=\"wp-image-2090\"\/><\/figure>\n\n\n\n<p>As you can see, upon searching for these requests&nbsp;<strong>seconds<\/strong>&nbsp;after their creation, they\u2019re already published and active.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Screenshot-2020-09-26-at-22.06.53.png\" alt=\"\" class=\"wp-image-2088\"\/><\/figure>\n\n\n\n<p>That\u2019s all there is to it \u2013 you\u2019re ready to bulk create and send your own requests!<\/p>\n\n\n\n<p><em>Note<\/em>:&nbsp;<strong>Zapier<\/strong>&nbsp;allows you to automate as many tasks as you like at once, meaning you can bulk create hundreds of requests at the same time using the above method.<\/p>\n\n\n\n<p>However, occasionally, if the situation concerns a particularly large amount of tasks,&nbsp;<strong>Zapier<\/strong>&nbsp;may hold those instead of running them, just in case it wasn\u2019t intentional on your part. If this occurs, you will receive an email resembling the following:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Screenshot-2020-09-26-at-22.07.53.png\" alt=\"\" class=\"wp-image-2089\"\/><\/figure>\n\n\n\n<p>From here, you can simply click through to confirm those tasks if they were intentional and they\u2019ll run smoothly.<\/p>\n\n\n\n<p>If you\u2019re still struggling to figure out how to set this up after following the video and\/or written tutorial, don\u2019t hesitate to email us at&nbsp;<strong><a href=\"mailto:support@contentsnare.com\">support@contentsnare.com<\/a><\/strong>&nbsp;or leave a message using the chat widget&nbsp;for some additional guidance.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The best way to learn about how to bulk create and\/or bulk send requests using the Zapier integration is by watching the tutorial below. Still not sure of how it\u2019s done? Don\u2019t worry, within the following written explanation (accompanied by screenshots from the above video), you\u2019ll be taken through this&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1050],"ht-kb-tag":[],"class_list":["post-2213","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-zapier-examples"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2213","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=2213"}],"version-history":[{"count":4,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2213\/revisions"}],"predecessor-version":[{"id":2701,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2213\/revisions\/2701"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=2213"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=2213"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=2213"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}