Migrate your Zapier integration to Version 2.1.0

In this guide, we'll walk through the steps to migrate your existing Zapier integration from YouCanBookMe version 1.4 to version 2.1.0. Follow these steps carefully to ensure a smooth transition.

Improvements were made to our Zapier integration such as:

1. The ability to use real data for specific Zaps
2. Data for appointment types Name and ID
3. Capture duration times in Minutes data
4. Capture booking price data 

In this article:

• Notification of Change
• Accessing Zapier Interface
• Updating Your Zap
• Configuring the Updated Zap
• Finalizing Migration
• Creating Zapier Zaps on V2.1.0

Notification of Change

YouCanBookMe has updated how Zapier triggers work and these changes will require users who are using the Zapier integration on version 1.4 to migrate to the latest version 2.1.0. With the new Zapier integration, you can expect faster zaps and more customizable triggers. 

Accessing Zapier Interface

Migrating to Zapier 2.1.0 is seamless. You can follow the steps below to migrate your Zapier integration to the latest version. 

1. Login to Zapier: Go to Zapier and log into your account.
2. Locate Your Zap: Identify the Zap (integration) that you want to migrate. It could be a simple integration that triggers actions based on new bookings, for example.

Updating Your Zap

1. Edit Your Zap: Open the Zap for editing.
2. Update Trigger: Navigate to the trigger event (e.g., new booking).
3. Migration Prompt: Zapier will prompt you about the new version availability and the need to reconnect your account.
4. Reconnect Account: Follow the steps to reconnect your YouCanBookMe account. This may involve generating or copying your Zapier API key from the YouCanBookMe integrations page.

Configuring the Updated Zap

1. Select Resource: Choose between account-level or booking page-level zaps. Select the appropriate booking page(s) if needed.
2. Notification Types: Choose the booking notifications that should trigger the Zap (e.g., all notifications, booking rescheduled, cancelled, created).
3. Mapping Data: Ensure all required fields in your actions (like email, start time) are correctly mapped. Adjust any changes in field names or functionalities according to the new version.
4. Testing: Zapier will run tests to ensure the integration works correctly with the updated settings.

Finalizing Migration

1. Publish Changes: Once you've reviewed and tested the updated Zap, publish it.
2. Verification: Refresh the Zapier page to ensure the changes are applied correctly.
3. Confirmation: You should see the Zap using version 2.1.0 of the YouCanBookMe integration.

Congratulations! You have successfully migrated your Zapier integration from YouCanBookMe version 1.4 to version 2.1.0. Your Zap is now ready to use with the updated functionalities and triggers.

Creating Zapier Zaps on V2.1.0

Once you're on the latest Zapier integration version, you'll gain access to more zap triggers and create zaps that can be applied to all your booking pages. 

Watch a quick video on creating Zaps using the new YouCanBookMe Zapier integration. 

FAQs

1. Do all users have to switch to the new version of the Zapier integration?

• All YouCanBookMe users will need to update their Zapier integration to the lastest version by November, 3th, 2024. If users have not migrated to the new Zapier integration by this date, your zaps in the previous Zapier version may not work or sync your desired data. 

For further questions, contact our team at support@youcanbook.me.

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