Syncing Donations Data to Google Sheets (Single Consolidated Sheet)


Using below steps you can sync your donations data from all modules to a single Google Sheet.

Step 1: Create New All Module Donations zap:
  • Create a New Zap in Zapier.
  • Select MOHID App as the Trigger App.
  • Choose the New All Module Transactions as Trigger Event
  • Authenticate using your Masjid Key.
  • Click Continue
Complete all the steps and test the trigger to ensure the MOHID app is connected successfully to your Zapier account.




 

  • Create a new Google Sheet with headers matching fields available in All Module Transactions Trigger Event e.g., id, reference_number, module_transaction_type, amount, status, transaction_date.

  • Click Action, select Google Sheets.
  • Choose Create Spreadsheet Row as Action Event.
  • Connect your Google account
  • Click Continue button
  • Select the targeted drive, spreadsheet & worksheet.
  • Map all relevant fields from Google Sheet to the fields available in the New All Module Transactions trigger event.
  • Click Continue button

·        You can complete the test step or skip as required.

·        Click on Publish button if all the required setup is completed. This will allow your Zap to run automatically every 2 mins and sync data from MOHID to your Google Sheets.

 

Step 2: Create Update All Module Transactions zap:

This zap will ensure that if transaction record is updated in MOHID then it is synced with your google sheet.

·        Click Create button> New Zap option

·        Click on App and make sure your Zapier is integrated with MOHID app

·        For Trigger Event, select “Update All Module Transaction”.

·        Click on Continue. Then Click Test Trigger.

·        Complete all the steps and test the trigger to ensure the MOHID app is connected successfully to your Zapier account.


·     Click on Action

  • Under the "Action" step, search and select Google Sheets.
  • Choose the event: Lookup Spreadsheet Row.

  • Connect your Google account.
  • Click Continue

       

·       Select the Drive and Spreadsheet details to which you want to sync the data from MOHID.

 


·        For Lookup Column, select the column that holds Transaction ID (it is a unique identifier for your data)

·        For Lookup Value, map the ID field from the MOHID Zapier App.

·        Enable the option: Create Google Sheets Row if it doesn’t exist yet

·        Now complete the mapping of the columns in your Google Sheet to the MOHID data.

·        Click on Continue



 



·        You can either test the step or skip as required.

·        Click on + sign to add an action. Now we will define a trigger to update the record in google sheet.


·     Click on Action

  • Under the "Action" step, search and select Google Sheets.

 

·        Choose the Action Event: Update Spreadsheet Row.

·        Click on Continue button

·        Select the Drive and Spreadsheet details to which you want to sync the data from MOHID.

·        Click on 3 dots for Row

·        Click on Custom

·        Click on Lookup Spreadsheet Row in Google Sheet

·        Select Row field



 

·        Complete the mapping of all the remaining fields to get data from Mohid App.


·        Click Continue button when all the mapping is completed

·        You can either test the step or skip as required.

·        Click on Publish button when the setup is completed. This will allow your Zap to run automatically every 2 mins and sync data from MOHID to your Google Sheets.