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Question

Zap not updating Excel, history showing zap working correctly

  • 12 July 2023
  • 9 replies
  • 121 views
BettyTester

New to Zapier so please bare with me. 

I have set a up a Zap from our CRM, when a stage in the process is updated, a new row with data from the CRM is added to Excel.

This worked in the test however is now not working when the stages are reached within the CRM.

Excel is only showing two lines of data, which are from when the tests were run. From the below example, the action should have been completed seven times therefore seven new lines added to excel. 

I have check the connection to the CRM and excel is correct. 

 

Note due to company policy, I cannot state the CRM system we use. 

 

 

 

 

9 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @BettyTester 

Good question.

It may be due to the trigger type.

Scheduled triggers can take from 1-15 minutes to fire depending on your Zapier plan.

https://help.zapier.com/hc/en-us/articles/8496244568589-Types-of-triggers-in-Zaps

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
BettyTester

Thank you for your reply.

The zap appear to be working fine with Zapier. The spreadsheet is not showing any new data even a day later. 

Troy Tessalone
Userlevel 7
Badge +14

@BettyTester 

If the Zap is triggering, then check your Zap Runs to see the DATA IN/OUT for each Zap step to help you troubleshoot: https://zapier.com/app/history/

 

Otherwise, without seeing screenshots with how your Zap steps are configured we are limited in our ability to evaluate and advise.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
BettyTester

Hi Troy, thank-you for your reply.  I have checked the in/out data which looks correct.

I’m limited to what I can show due to privacy of the data and i am very new to Zapier. Can you please advise what screen sections would help and I will try to send a copy. 

Troy Tessalone
Userlevel 7
Badge +14

@BettyTester 

PII should be obfuscated but other info should be shown.

Screenshots with how the Zap steps are configured.

Screenshots with the Zap Runs DATA IN/OUT for each Zap step.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
BettyTester

Unsure if these help as I have had to take out a lot of information

 

Troy Tessalone
Userlevel 7
Badge +14

@BettyTester

Help articles about using Excel in Zaps to reference: https://zapier.com/apps/excel/help

 

This shows the row where the data was added. (Row 949774)

That means the Excel file has nearly 1 million rows!

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
BettyTester

WHY!!!!! oh, Why would it put it down there?????? I don’t even know how to hunt that far down. 

Troy Tessalone
Userlevel 7
Badge +14

@BettyTester 

Excel files need to be configured in a certain way to be used in Zaps.

Help articles about using Excel in Zaps to reference: https://zapier.com/apps/excel/help

 

We recommend all your columns have text in the header/top row, but you must have text in the first column header, especially if you are using the Create Spreadsheet Row action. Without any text there, the Zap will send your data to the top of the sheet rather than to the bottom.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

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