Sheet to sheet selective data transfer (for new rows)

quinlyn.jackson

I currently have two active sheets. The first sheet, we'll call "intake" and the latter "Projects". If I review a *new* row added to "intake" and determine I want to copy it over to "Projects", I need selective data from certain columns on that sheet to transfer to certain columns on "Projects". The columns do not directly correspond in name, and both sheets have columns that the other doesn't have. However, column C from intake will ALWAYS go to column F on project (for example). I could obviously manually copy rows & select data from columns, but I'm wondering if there's an automated way to do this. 



I've looked into "linking", but that isn't helpful for me because it's the NEW rows added to the intake sheet that I want to be "sent" to the project sheet. If I'm manually adding a link every time a new row comes in, I had might as well manually copy & paste.



Any suggestions would be much appreciated!!

J. Craig Williams

Check out Zapier (www.zapier.com)

It will help in the automation of this process.

Craig

quinlyn.jackson

I tried Zapier, but unfortunately the only triggers supported are 

1. New Row

2. Update to any Row

3. New comment

4. New attachment

After re-reading my first comment, I realize I mis-spoke. I don't want EVERY new row moved over to the project sheet. Only ones that I determine need to be moved after a manual review.

Is it just not a possibility at this point?

J. Craig Williams

Add an action for Filter in Zapier after (2)

Do it before any formatting or other action so you don't get 'charged' for a Zap that ultimately fails.

Craig

quinlyn.jackson

Thanks for your help and suggestion. 

I'm new to Zapier too and having trouble getting something like that set up. Filtering should be a good solution. 



I'm reaching out to Zapier support to help me get it set up!

J. Craig Williams

Some of the Zapier support people are really good. I hope you get one of them.

Craig