Miscellaneous

Email Parsing with Parseur

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Need to connect a platform or website to GetSwift so order flows automatically?

Well we have an option for you and it is through one of our partners: Parseur.com

Parseur is great if you don’t have the luxury of hiring developers and you want to connect your deliveries directly from your website to your GetSwift account. 

Basically you can turn your order emails from your website into actual delivery jobs into GetSwift easily and automatically!

Here is how you can set this up (you can also take a look at Parseur's own setup support article)

1. Sign up here https://app.getswift.co/Account/Login if you do not have a GetSwift merchant account yet

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2. Login to your GetSwift account then generate your API key here https://app.getswift.co/Merchant/APISettings and make sure that it is active

. Create a Parseur account and a new parser, more information here https://parseur.com/how-to/send-delivery-order-emails-to-getswift/

 

4. Setup your GetSwift API on Parseur

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5. Send your first email to the Parseur inbox

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. Parseur will let you create a new template from it

 

. Start creating the fields by selecting the data and giving it a name that matches the GetSwift API. 

Here are the GetSwift API fields

Pickup Details:

  • pickupName
  • pickupDescription
  • pickupAddress
  • pickupPhone
  • pickupEmail

Drop off Details:

  • dropoffName
  • dropoffDescription
  • dropoffAddress
  • dropoffPhone
  • dropoffEmail

Order Details:

  • reference
  • deliveryInstructions

 

 

8. Setup the proper fields
 

. Click Create to save the template and to start processing your order
 

 

0. A delivery job is created in GetSwift

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11. You can now configure your system to automatically forward / send email orders to your Parseur inbox. 

Enjoy!

 

Email Parsing with Zapier

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Not a Developer? No Developers available? No problem...If you can automate the sending of an email, than you can automate the process of entering tasks into GetSwift  Regardless of the email format, chances are we can figure out a way to grab the relevant information.

Here we are going to step through how to use email parsing with Zapier's built in parser.

(Before you begin, make sure you've created an account with both GetSwift and Zapier)

Step 1: The first thing we want to do is set up our mailbox using Zapier's Email Parser.  Navigate here: https://parser.zapier.com/

Go ahead and sign in with your Zapier account.  Once you've signed up and logged in, select 'Create Mailbox'.  Here's what you should see: (I've highlighted what you need)

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You'll be told to send your email to an odd looking address.  This address is your new mailbox!  Go ahead and send an email order to address before proceeding to the next step.  Try to make this email look as close to what it would look for a real order coming from you system (i.e., remove 'FWD' and any signature or email headers).

Step 2: Assuming you've sent your email and it was received by the mailbox, we are ready to start parsing.  Start highlighting and naming the relevant order information.  See the image below:

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Go ahead and save your template once you've finished.  You'll be able to test out the template you've just created by sending another order email to parsing email.  If everything looks good, head to step 3.  If not, let us know and we'll be happy to assist.

Step 3: Head over to Zapier, login, and select 'Make A Zap'.  Zapier works with 'Triggers' and 'Actions'.  We are going to start by setting up the Trigger.

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Enter 'email parser' into the 'Choose a Trigger App' search field and select 'Email parser by Zapier'. Then select 'New Email' as the option associated with the email parser.

Connect the Zapier Email Parser account that you made in step one using your email and login password.  Once you've connected, select 'Save + Continue'.

Next, select the mailbox you want to use - this will be the mailbox you set up in step one.

You'll be directed by Zapier to test the mailbox you've selected.  You've already set this up in the Email Parsing application, so go ahead and press 'Fetch & Continue'.  If your test was successful, you're ready to press 'Continue' and begin building the 'Action'

Step 4: Choose an Action App - You are going to do this the same way you chose a trigger app, except this time search for and select 'GetSwift'.  Select 'Create Task' as the GetSwift action.

Step 5: We'll now need to connect your GetSwift account to your Zap.  Go ahead and select 'Connect an Account'. You'll need the API key associated with your GetSwift account, which you can find here: https://app.getswift.co/Merchant/APISettings.  Generate a key if haven't done so already. Once you've connected, select 'Save + Continue'.

Step 6: We're now ready to start using the information we parsed out of the email from Step 2.  Begin filling out the fields that relevant to your order.  If they are fields from the email, press the button the right of the input and select the name you used in the parsing template.  Here is what this looks like:

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A few things to keep in mind:

  • If you are always picking up from the same location, simply write the address into the field. This will cause the pickup address to remain the same for every order.  (This applies to all fields)

  • For pickup and destination address fields - you must use either Full Address AND/OR Street Address + City + Zip Code (the more information the better)

  • 'Future Tasks' are based on the pickup time (not delivery time).

 

To start connecting your other third party platforms to GetSwift today, simply go to:

https://zapier.com/zapbook/getswift/

Contact us today in you require any additional help

Google Sheets

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Google Sheets is a free and simple way to create and edit spreadsheets online, allowing you to store your customer and order information in the cloud. Typical information includes customer name, customer address, customer suburb, customer zipcode/postal code, customer phone & customer email.

GetSwift can be integrated with Google Sheets via Zapier. Zapier allows you to move information between your web apps automatically, so you can focus on your running your business instead of on administrative tasks. With Zapier you can send new orders from Google Sheets directly to your GetSwift account, which will then appear on your map as a new delivery!

To get started with your Google Sheets integration, follow our simple 20 minutes quick start guide. We can also help you setup the integration for a small additional fee. Please contact us here or through the live chat to learn more or if you have any other questions.

Jotform

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Do you need a no-hassle white labeled solution for customers to place delivery orders through your website and have those orders link directly to GetSwift?

Jotform is a simple form creation platform that can create visually appealing and user-friendly delivery order forms. If you do not have web developers who can create help you create direct connections between your different systems, then this is the perfect solution for you.

Take a look at our sample booking form with instant quoting and payment capabilities that we built.

GetSwift can be integrated with Jotform via Zapier. Zapier allows you to move information between your web apps automatically, so you can focus on your running your business instead of on administrative tasks. With Zapier you can send new orders from Jotform directly to your GetSwift account, which will then appear on your map as a new delivery!

To get started with your Jotform integration, take a look here. We can also help you setup the integration for a small additional fee. Please contact us here or through the live chat to learn more or if you have any other questions.

Trello

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Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world.

e.g. Insert a New Delivery Card on your Trello management page. 

Once you create a new trello card you can have the details of this card sent straight to GetSwift with a new delivery task appearing in your GetSwift account.

You can set up that integration directly through Zapier or contact us today to help you connect both platforms for you!

TypeForm

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Do you need a no-hassle white labeled solution for customers to place delivery orders through your website and have those orders link directly to GetSwift?

Typeform is a simple form creation platform that can create visually appealing and user-friendly delivery order forms. If you do not have web developers who can create help you create direct connections between your different systems, then this is the perfect solution for you.

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GetSwift can be integrated with Typeform via Zapier. Zapier allows you to move information between your web apps automatically, so you can focus on your running your business instead of on administrative tasks. With Zapier you can send new orders from Typeform directly to your GetSwift account, which will then appear on your map as a new delivery!

To get started with your Typeform integration, follow our simple 20 minutes quick start guide. We can also help you setup the integration for a small additional fee. Please contact us here or through the live chat to learn more or if you have any other questions.

Zapier

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Zapier is an online automation tool that connects your favorite apps to GetSwift. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. It's easy enough that anyone can build their own app workflows with just a few clicks.

No more data entry!

GetSwift's Zapier integration allows you to send orders to GetSwift from pretty much any platform. You can connect your website, your app, your call centre software, your online order platforms & your accounting software.  Zapier has connections to 1000+ different apps including, but not limited to: Shopify, WooCommerce, Wordpress, Jotform, Typeform, Google Sheets & Forms, Square, etc.

For example, you have your customers booking using JotForm and want to upload their order details to GetSwift for optimized delivery and tracking. Every time you get a booking, you can have Zapier automatically upload the pickup and destination details into GetSwift, saving you time and effort.

To start connecting your third party platforms to GetSwift today, simply go to:  https://zapier.com/zapbook/getswift/

We can also help you setup the integration for a small additional fee. Please contact us here or through the live chat to learn more or if you have any other questions.

 

Tips to Get Started

Common Terms: Learn to Speak Zapier

  • Zap: A Zap is an automated workflow between your apps. For example, you may have a Zap that saves your GoogleSheets row details to GetSwift and another Zap that saves emails that you star in Gmail to you GetSwift Account. Zaps consist of at least two parts: a Trigger and one or more Actions
  • Trigger: A Trigger is the event in an app that starts the Zap. This will always be the app that you are looking to integrate with GetSwift.  Once you set up a Zap, Zapier will monitor the app for that event. For the "Save Gmail order details to GetSwift" example, you can receive a lot of emails through your Gmail account, but the Zap is not triggered until an email contains applicable order details.
  • Action: The Action is the event that completes the Zap. This will always be GetSwift.  For the Gmail to GetSwift Zap example, the action is saving the Gmail order details to GetSwift.
  • Task: Each piece of data you run through your Zap counts as a task. That means if your Zap adds 100 emails to GetSwift automatically, your Zap just performed 100 tasks. Every task your Zap performs is another task that you don't have to do manually. It's important to keep in mind the number of tasks your Zaps run, because it helps determine what Zapier plan is best for you.

Create a Zapier Account

Now you are ready to start creating Zaps. The first thing you will need to do is sign up for a free account. Type in your name, email address, and a password. And that’s it–no credit card required.

Getting Around Zapier

When you first log into Zapier, you'll see the Explore page. It's a good place to get ideas and inspiration for how you can automate your favorite web apps–and quickly use pre-made Zaps.

You can also click the link to the My Zaps page, where you can view all of the Zaps you've previously created or are currently using. Here you can create new Zaps, edit previously-created Zaps, turn Zaps on or off, and create folders to organize your Zaps.

In the top right hand corner, you can click the dropdown to change your account settings, connected apps, and more.

Key Points

  • Templates are like blueprints for popular Zaps. They help you get set up fast, and you can tweak them later.
  • You can Find New Templates and get recommendations on the Explore page.
  • Use the Zap Editor to build completely custom workflows.
  • Edit and Manage Zaps Later by locating them on your Dashboard.
  • Collaborate and share Zaps with a team account.