07.11.2022
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How to Connect MeisterTask as Data Destination

How to Connect MeisterTask as Data Destination

The integration will allow you to create new tasks in MeisterTask based on data from other systems. For example, you can transfer tasks from your website, landing page or Google Sheets to MeisterTask and process them in one place. So you can automate the process of processing tasks as efficiently as possible using the different services that you use, and save a lot of time.

Let's go through the entire MeisterTask setup steps together!

Navigation:
1. What will interration with MeisterTask do?
2. How to connect MeisterTask account to ApiX-Drive?
3. How to setup data transfer to MeisterTask in the selected action?
4. An example of the data that will be sent to your MeisterTask.
5. Auto-update and update interval.

To do this, click "Start Configuring Data Destination".

How to Connect MeisterTask as Data Destination | Setup Data Destination system

Select the system as Data Destination. In this case, MeisterTask must be specified.

How to Connect MeisterTask as Data Destination | System selection

Next, you need to specify the action "Create TASK" - ApiX-Drive will create new task based on the data from the Data Source.

How to Connect MeisterTask as Data Destination | Action selection

The next step is to select the MeisterTask account into which the data will be send.

If there are no accounts connected to the system, click "Connect account".

How to Connect MeisterTask as Data Destination | Account connection

Specify your username and password for your MeisterTask personal account and provide permission to work with this account.

After that, the page will reload and the saved account will be automatically selected.

How to Connect MeisterTask as Data Destination | Account connection
How to Connect MeisterTask as Data Destination | Account connection

If this does not happen, select the created account in the list.

How to Connect MeisterTask as Data Destination | Account selection

Now you need to assign variables from the Data Source to the columns of the table you need.

To add a variable, click on the column field and select the desired variable from the drop-down list.

Please note that you can use not only Google Sheets variables, but also manually entered data.

Click "Continue" when you're done with assigning fields.

How to Connect MeisterTask as Data Destination | Assigning fields
How to Connect MeisterTask as Data Destination | Assigning fields
How to Connect MeisterTask as Data Destination | Assigning fields
How to Connect MeisterTask as Data Destination | Assigning fields

Now you can see the test data.

If you want to send test data to MeisterTask in order to check if the setup is correct, click "Send test data to MeisterTask" and go to your MeisterTask to check the result.

If you want to change the settings - click "Edit" and you will go back one step.

If everything suits you, click "Next".

How to Connect MeisterTask as Data Destination | Test data

This completes the Data Destination system setup!

Now you can start choosing the update interval and enabling auto-update.

To do this, click "Enable auto-update".

How to Connect MeisterTask as Data Destination | Enable auto-update

On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.

Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.

How to Connect MeisterTask as Data Destination | Update interval
How to Connect MeisterTask as Data Destination | Update priority

To enable auto-update, switch the slider to the position as shown in the picture.

To perform a one-time data transfer, click on the arrow icon.

How to Connect MeisterTask as Data Destination | Enable auto-update

This completes setup MeisterTask as a Data Destination! See how easy it is!?

Now don't worry, ApiX-Drive will do everything on its own!