The Denim Zapier integration (zap) allows you to link your existing load management spreadsheet to Denim and save hours per week on data entry. The Zapier integration can be used with your existing sheet or table from Google Sheets, Excel OneDrive, or Airtable.
In order to make sure your sheet is compatible, you will need the following columns. The headings don't have to match exactly, as long as they are similar enough that you can map them to Zapier and understand the relationship with the jobs in Denim's system.
|
Suggested Column Heading |
Use | Example values |
| Status | You'll use this column to trigger the zap | In Progress, Ready for Payment |
| Customer Name | Match customer name with debtor in Denim. Must match exactly, case sensitive. | Short Text “Shipper ABC” Must match exactly, case sensitive. |
| Contractor Name | Match carrier name with carrier in Denim. Must match exactly, case sensitive. |
Short Text “Carrier ABC” Must match exactly, case sensitive. |
| Job ID | Enter your Job ID into the job in Denim |
Short Text “ABC-123” |
| Job Description | Add Notes to job in Denim | Long Text “Hauling 60 pallets of bananas to Yuma” |
| Is Factored | Mark job as factored | Boolean "true" / "false" value |
| Customer Rate Con | Import document onto the Denim job | Link to URL of document |
| Carrier POD | Import document onto the Denim job | Link to URL of document |
| Contractor Invoice | Import document onto the Denim job | Link to URL of document |
| Customer Collect Date | Enters debtor due date in the Denim job | Date: 1/23/2023 |
| Customer Invoice Date | Enters debtor's invoice date in the Denim job | Date: 1/23/2023 |
| Customer PO Number | Enters debtor's PO# in the Denim job | Short Text “PO123-123” |
| Customer Amount | Enters amount billed to your customer in Denim job | Amount in dollars and cents. Ex: $1000.00 |
| Contractor Pay Date | Enters carrier payout date in Denim job | Date: 1/23/2023 |
| Contractor Invoice # | Enters carrier's invoice number on Denim job | Short Text “INV123-123” |
| Contractor Amount | Enters amount to pay your carrier in Denim job | Amount in dollars and cents. Ex: $1000.00 |
| Denim Job UUID | The zap will fill this field with a unique identifier for each job, generated by Denim | Short Text - generated by Denim |
| Denim Status | The zap will fill this field with the job's status in Denim | Draft, Pending, Approved, Rejected |
A note on documents: Uploading documents during the job creation allows you to fully submit your jobs without logging in and modifying them on the Denim dashboard. In order to generate the document URLs, we recommend you add the documents to Google Drive folders, create link set to be viewable by anyone with the link, then add it to your spreadsheet.
If you prefer, you may skip these steps and send the jobs without documents, then login to Denim, edit the job, and add the documents there.
Need help setting up or troubleshooting your Zapier automation? Contact us at product@denim.com for further assistance.