{"id":27037,"date":"2026-04-06T18:18:47","date_gmt":"2026-04-06T18:18:47","guid":{"rendered":"https:\/\/synder.com\/help\/?p=27037"},"modified":"2026-06-04T08:19:38","modified_gmt":"2026-06-04T08:19:38","slug":"how-to-use-zapier-to-automatically-import-transactions-from-platforms-that-are-not-supported-by-synder","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-use-zapier-to-automatically-import-transactions-from-platforms-that-are-not-supported-by-synder\/","title":{"rendered":"Zapier Integration: Import Transactions From Unsupported Platforms Into Synder"},"content":{"rendered":"\n
This guide explains how to send transaction data into Synder using Zapier and the Transactions API.<\/p>\n\n\n\n
Use this setup when:<\/p>\n\n\n\n
This setup requires the Transactions API integration, available on Pro or Premium plans.<\/p>\n\n\n\n
Make sure you have:<\/p>\n\n\n\n
Open Synder and go to: My account \u2192 Integrations<\/p>\n\n\n\n
Find the Transactions API<\/strong> integration and click Connect<\/strong><\/p>\n\n\n\n Synder will instantly add a new connection.<\/p>\n\n\n\n Copy the API key<\/strong> from the connection. You will need this key later when connecting Zapier to Synder.<\/p>\n\n\n\n In Zapier, navigate to Create<\/strong> and select Zap<\/strong>.<\/p>\n\n\n\n A Zap is an automated workflow that consists of two components:<\/p>\n\n\n\n After creating a Zap, you\u2019ll be taken to the Zap editor, where you can build your workflow step by step.<\/p>\n\n\n\n Next, specify the source of your data in Zapier.<\/p>\n\n\n\n For example, you can select Google Sheets<\/strong> as the data source.<\/p>\n\n\n\n Choose a trigger event such as New or Updated Row<\/strong>. <\/p>\n\n\n\n With this configuration, the Zap runs automatically whenever you add new data or update existing data in your source.<\/p>\n\n\n\n Zapier will ask you to connect your account (for example, your Google account).<\/p>\n\n\n\n Choose exactly where Zapier should look for data:<\/p>\n\n\n\n Click Test trigger.<\/p>\n\n\n\n Zapier will pull a sample row from your data.<\/p>\n\n\n\n This sample is important \u2014 you will use it in the next step to map fields to Synder.<\/p>\n\n\n\n Now define what should happen with the data.<\/p>\n\n\n\n Zapier will ask you for the API key you copied earlier in the trigger setup.<\/p>\n\n\n\n Open Synder<\/strong> and go to: My account \u2192 Integrations<\/strong><\/p>\n\n\n\n Find the Transaction API integration and connect<\/strong><\/p>\n\n\n\n This will instantly add a new connection on Synder.<\/p>\n\n\n\n Copy the API key <\/strong>of the connection<\/p>\n\n\n\n Zapier is now connected to your Synder account.<\/p>\n\n\n\n Select Create Transaction.<\/p>\n\n\n\n This tells Zapier to create a new transaction in Synder every time the trigger fires.<\/p>\n\n\n\n This is the most important step. You need to match your source data (for example, columns in your spreadsheet) to the corresponding Synder fields.<\/p>\n\n\n\n Firstly, we need to make sure that your Zap\u2019s action fields are set to Custom. <\/strong>It should not be set to Static, otherwise the newly added columns on your file will not be read.<\/p>\n\n\n\n Then, map each field to the corresponding column from your spreadsheet. Zapier displays values from your test record so you can verify the correct mapping.<\/p>\n\n\n\n For example:<\/p>\n\n\n\n Click Test<\/strong>. Make sure:<\/p>\n\n\n\n If everything is correct click \u201cPublish\u201d <\/p>\n\n\n\n After you publish, any new data in your source will trigger the Zap and the transactions will appear in Synder automatically.<\/p>\n\n\n\n\n\n Do I need a special plan?<\/strong> Can I use Zapier instead of direct integration?<\/strong> Can I send historical data?<\/strong> Reach out to Synder Team<\/em><\/a> <\/strong>via online support chat or email with any questions you have \u2013 we are always happy to help you!<\/p>\n","protected":false},"excerpt":{"rendered":" What this guide is for This guide explains how to send transaction data into Synder using Zapier and the Transactions API. Use this setup when: This setup requires the Transactions API integration, available on Pro or Premium plans. Make sure you have: Setting up the Trigger Step 1. Get your Synder API key Open Synder […]<\/p>\n","protected":false},"author":2316,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":"","_ppma_block_editor_authors":""},"categories":[364,391],"tags":[],"ppma_author":[349],"class_list":["post-27037","post","type-post","status-publish","format-standard","hentry","category-connect-payment-platforms","category-other"],"yoast_head":"\n
<\/figure>\n\n\n\nStep 2. Create a Zap in Zapier<\/strong><\/h3>\n\n\n\n
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<\/figure>\n\n\n\n
<\/figure>\n\n\n\nStep 3. Choose your trigger (data source)<\/strong><\/h3>\n\n\n\n
<\/figure>\n\n\n\nStep 4. Connect your account<\/strong><\/h3>\n\n\n\n
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<\/figure>\n\n\n\nStep 5. Select your data<\/strong><\/h3>\n\n\n\n
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<\/figure>\n\n\n\nStep 6. Test the trigger<\/strong><\/h3>\n\n\n\n
<\/figure>\n\n\n\nDefining the Action<\/strong><\/h2>\n\n\n\n
Step 1. Add Synder as the action<\/strong><\/h3>\n\n\n\n
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<\/figure>\n\n\n\nStep 2. Connect Synder<\/strong><\/h3>\n\n\n\n
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<\/figure>\n\n\n\nStep 3. Choose action: Create Transaction<\/strong><\/h3>\n\n\n\n
<\/figure>\n\n\n\nStep 4. Map your data<\/strong><\/h3>\n\n\n\n
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Step 5. Test the action and review the result<\/strong><\/h3>\n\n\n\n
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<\/figure>\n\n\n\nStep 6. Check the final result<\/strong><\/h3>\n\n\n\n
How to confirm it works<\/strong><\/h2>\n\n\n\n
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Important<\/strong><\/h2>\n\n\n\n
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Troubleshooting<\/strong><\/h2>\n\n\n\n
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Frequently asked questions<\/strong><\/h2>\n\n\n\n
<\/strong>Yes, the Transactions API requires a Pro or Premium subscription to Synder.<\/p>\n\n\n\n
<\/strong>Technically, yes, but it\u2019s not recommended for integration that we natively support<\/strong>. Use this option only when a direct integration is not available.<\/p>\n\n\n\n
<\/strong>Yes, you can add transactions dated in the past. However, remember that the Zap only triggers when you add new rows. To import historical transactions, add them as new rows in your spreadsheet.<\/p>\n\n\n\n