Whenever a new donor added in MOHID system, below created zaps will sync the data from MOHID to your google sheets. Zapier will attempt to fetch recent donor data. (Only donors created after you subscribed to the Zapier App in MOHID will appear.)

In order to sync donor data from MOHID to GoogleSheets, below 2 Zaps must be created:
1- Create "New Donor" zap
2- Create "Update Donor" 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 Donor" zap:
  • Create a New Zap in Zapier.
  • Select MOHID App as the Trigger App.
  • Choose New Donor 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.



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


  • Make sure the Google Spreadsheet is already created in your google drive with the required names of the spreadsheet and worksheet. All the column names should be specified which you want to sync from MOHID to the Google Sheet. Refer to the end of the article for the list of columns available in each trigger for syncing.

·    Click on Action

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


  • Choose the Action Event: Create Spreadsheet Row.


  • Connect your Google account.
  • Click Continue


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


·        Now complete the mapping of the column in your Google Sheet to the MOHID data. This will ensure that the data from MOHID is entered in correct column of Google Sheets.

·        After completing mapping of all fields, click on Continue button.



·        Make sure to test the step to ensure that data is entered correctly in the google sheet and all fields' mapping is completed accurately.



  • 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 Donor" zap:

This zap will ensure that if any donor data is updated in MOHID then it is synced with your google sheet and update the required donor’s data.

  • Create a New Zap in Zapier.
  • Select MOHID App as the Trigger App.
  • Choose the Update Donor 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.





·        Click on Action



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


  • Choose the Lookup Spreadsheet Row as Action Event.
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  • Connect your Google account.
  • Click Continue
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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.
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  • Enable the option: Create Google Sheets Row if it doesn’t exist yet
  • Now complete the mapping of the column in your Google Sheet to the MOHID data.
  • Click on Continue


·        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

·        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


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·        Complete the mapping of the remaining fields to get 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.







New/Update Donor Trigger Fields:

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