Zapier Integration

Integrating FareHarbor with Zapier is a simple self-service process that requires an API key associated with your FareHarbor user account.

Adding the API key to the FareHarbor app in Zapier

1. Log in to Zapier using your Zapier account credentials.
2. Search for FareHarbor when prompted for the name of the app you want to use.
3. Select the trigger that determines when data from FareHarbor is to be sent to Zapier.
4. Click Sign in to FareHarbor on the Choose Account prompt.
5. Enter your FareHarbor API key to grant Zapier access to FareHarbor. (Note: If you do not already have a FareHarbor API key for use in Zapier, follow the steps below.)
6. Click Yes, Continue.

Creating the Zapier API key in FareHarbor

1. Log in to FareHarbor.
2. Click your name in the top-right of the Dashboard and select Your Account to open your Account Settings.
3. Click the API Keys tab.
4. Click + Add API key.
5. Enter Zapier API key in the name field, and verify that the Create Zapier API key checkbox is selected.
6. Click Create. You have successfully created the Zapier API key.
7. Copy the API key to your clipboard.
8. Return to Zapier and paste the API key created above in the API key field.
9. Click Yes, Continue to complete the process.

You have now successfully connected FareHarbor for use with apps supported by Zapier. For more information on how to configure specific apps, consult the Zapier Support documentation.

How to extract specific Custom Field values in Zapier

Data isn’t always in the format you need. Perhaps a date is in International format, but your app requires it to be in American format. Or maybe you need to a subject in title case, truncate text for a tweet, or turn Markdown text into HTML for your blog. Zapier’s Formatter tool can help. The Formatter tool allows you to select which information you want and the format in which you want it to be. Learn more about how to use this tool below.

After properly connecting one of the three FareHarbor triggers, follow these steps to connect it to Zapier’s Formatter tool:

1. Open the Formatter tool in Zapier.
2. Click Utilities under the Choose Action Event dropdown, then click CONTINUE.
3. Navigate to Customize Utilities and select Line-item to Text on the Transform dropdown.
4. Select the option that represents all field values you want to extract in the Values > Input field. A common option may be Booking Custom Field Values Display Value.

5. Click Continue > Test > Continue when finished.

6. Click to connect to the desired app. In the example below, we will connect to Google Sheets.

7. Select the information you want to include. Click Utilities in Zapier, which will open different line items that contain your Custom Field values.
8. Click on the line item that has the information you want to include. In this example, any comments from the booking, “Allergy to shellfish” are included.

You can now continue to create the Zap normally, and the fields you have configured will be reflected in the Zap.

How to split a Custom Field into multiple line items in Zapier

Sometimes, a field in FareHarbor contains information that should be split into multiple line items in Zapier. You can configure Zapier to recognize when to do this by following the steps below:

1. Open the Formatter tool in Zapier and select Text from the Choose Action Event dropdown. .

2. Navigate to Customize Text and make the following selections:

   • For Transform, select Split Text.
   • For Input (under the Value heading), select Booking Contact Name.
   • For Segment Index, select All(as Separate Fields).

   The options under Text should now show two different outputs:

You can now continue to create the Zap normally, and the fields you have configured will be reflected in the Zap.

The two options described above are common uses where you can take advantage of the FareHarbor app and Zapier. If you have any questions related to Zapier, please contact the Zapier support team.