In order to sync data from MOHID to GoogleSheets (in a single consolidated sheet), below 3 Zaps must be created:
1- Create "New All Module Donations" zap
2- Create "Update All Module Donations" zap
3- Create "Update Donors" zap


Note:

- Data Sync: Only records created or updated after subscribing to the MOHID Zapier App will be sent to Zapier.
- Testing: Always test your Zaps thoroughly and map fields correctly before publishing to ensure data integrity and prevent errors.
- Backup: Make sure to complete the backup of your data before begin syncing with Zapier app integrated with MOHID system.



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
  • For Account, select your MOHID account from the available list OR click on Connect Account. Authenticate using your Masjid Key if required (You can obtain Masjid Key from MOHID Admin Dashboard > Settings > General Information screen.)
  • 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 in Google drive with headers matching fields available in All Module Transactions Trigger Event e.g., Transaction ID, Reference Number, Module Transaction Type, Amount, Status, Transaction Date etc. This sheet can be used to sync data of MOHID system.



  • Click Action, select Google Sheets as App.
  • Choose Create Spreadsheet Row as Action Event.
  • Connect your Google account by providing information in Account field.
  • 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 of MOHID App.
  • Click Continue button

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  • It is recommended to complete the test step and make sure the fields are correctly mapped and synced.
  • 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
  • Select MOHID App as Trigger App.
  • For Trigger Event, select “Update All Module Transaction”.
  • For Account, select your MOHID account from the available list OR click on Connect Account. Authenticate using your Masjid Key if required (You can obtain Masjid Key from MOHID Admin Dashboard > Settings > General Information screen.)
  • Click Continue button, 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, click on App > search and select Google Sheets.
  • Choose the Action Event: Lookup Spreadsheet Row.


  • Connect your Google account.
  • Click Continue button

       


·       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 in your google sheets (it is a unique identifier for your data)
  • For Lookup Value, map the Transaction ID field from the MOHID 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 data from MOHID App.
  • Click on Continue button.
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  • It is recommended to complete the test step and make sure the fields are correctly mapped and synced.
  • Click on + sign.
  • For this Action step, 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.
  • For Row field, click on 3 dots
  • Click on Custom
  • Click on Lookup Spreadsheet Row in Google Sheet
  • Select Row 



 

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



  • Click Continue button when all the mapping is completed
  • It is recommended to complete the test step and make sure the fields are correctly mapped and synced.
  • 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.




Step 3: Create "Update Donors" zap:
If a donor data is update in MOHID then its relevant information available in the donations list will be updated.

  • Click Create button> New Zap option
  • Select MOHID App as Trigger App.
  • For Trigger Event, select “Update Donor”.
  • For Account, select your MOHID account from the available list OR click on Connect Account. Authenticate using your Masjid Key if required (You can obtain Masjid Key from MOHID Admin Dashboard > Settings > General Information screen.)
  • Click Continue button, then click Test Trigger.
  • Complete all the steps and test the trigger to ensure the MOHID app is connected successfully to your Zapier account.
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  • Click on Action
  • Search and select Google Sheets as App.
  • Choose the Action Event: Lookup Spreadsheet Rows (Advanced)
  • Connect your google account
  • Click on Continue button
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  • Select the Drive and Spreadsheet details to which you want to sync the data from MOHID.
  • For Lookup Column, select the column that holds Donor ID (it is a unique identifier for your data)
  • For Lookup Value, map the Donor ID field from the MOHID Zapier App.
  • Click on Continue button
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  • Complete all the steps and test the trigger to ensure the MOHID app is connected successfully to your Zapier account.
  • 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(s)


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·        Click on Continue button

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

·        Click Row Number

·        Click on Lookup Spreadsheet Row in Google Sheet

·        Select Rows Row

  • Complete the mapping of the remaining donor information related fields to get donor data from Mohid App.



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

·        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.



Trigger Fields

New All Module Transactions

Field Name

Description

Transaction ID

Transaction ID

Reference Number

Reference number (e.g., SR-000123)

Transaction Type

Type of transaction (e.g., Sales Receipt)

Payment Method

Transaction payment method (e.g., Cash, Credit/Debit Card, eCheck/ACH)

Module Transaction Type

Type of module transactions (e.g., donation, program)

Module Category Name

Transaction category (e.g., Masjid Construction, Donation)

Donor ID

Donor ID

First Name

Donor first name

Last Name

Donor last name

Phone

Donor phone number

Email

Donor email address

Address 1

Donor address 1

Address 2

Donor address 2

Country

Donor country name

State

Donor state name

City

Donor city name

Zipcode

Donor zipcode

Amount

Transaction amount

Status

Status of transaction

Transaction Date

Date of transaction

 


New/Update Donor

Field Name

Description

Donor ID

Donor ID

First Name

Donor first name

Last Name

Donor last name

Phone

Donor phone number

Email

Donor email address

Address 1

Donor address 1

Address 2

Donor address 2

Country

Donor country name

State

Donor state name

City

Donor city name

Zipcode

Donor zipcode

Donor Type

Type of donor

Status

Status of donor

Registration Date

Registration Date of donor