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How to bulk add users in your app with Zapier

Use Zapier and Google sheets to add multiple users to your app all at once.


Before You Begin

Set Up Zapier

Learn and set up your Zapier account by following the How to use Zapier with Passion.io article. The article contains information about Zapier, how to connect Passion.io, and helpful tips.

Paid Zapier Plan May Be Required
If you have more than 100 users to upload, this Zap will require a premium subscription.

Zap Requirements

To add multiple users to your Passion app, you will need:

  • A Google Sheet that contains the information of people you want to add to your app.
  • Pricing Plan if you want to segment your users [Pricing Plan]

Note: you can use any one-time paid plan to migrate users, but we recommend using a free one to avoid accidentally charging anyone who shouldn't be charged.

Prepare the Google Spreadsheet

    You can create a Google Spreadsheet with the following columns. The properties with * are required to run the Zap.

    Email address* First Name Last Name
    Phone Address Zip Code
    City State Country*
    Zip Code    

      Set Up Zap

      Trigger: New Spreadsheet Row

      1. Visit Zapier.com and sign into your account.
      2. Hover over + Create in the left-side panel and click Zap.
      3. Click in the Trigger window, search for Google Sheets or any alternative spreadsheet tool.
      4. Set the trigger event to New Spreadsheet Row.
      5. Sign into your connected account.
      6. Choose the sheet with your clients' data and click "Continue.”
      7. Test the trigger to confirm the row is being recognized correctly.

      Action: Create Order

      1. Under Action, search for Passion.io and then click on it. 
      2. Select the action event Create Order.
      3. Connect your Passion.io account.
      4. Set up the action by adding all of the columns you’d like to send to Passion.io.
      5. Select the plan to create the order.
        1. You can also select the Default Access Plan in the drop-down.
        2. If you cannot find the plan ID, locate it in your Pricing menu.
      6. Add the purchase amount (set to 0 if free)
      7. Set Send password email to TRUE.
      8. Test the action to confirm it runs successfully.
      9. Check your Users list to confirm the new email and plan appear.

      Publish the Zap

      1. Once you validate the action in Passion.io from Zapier click on Publish. 
      2. Important: once Zapier is done publishing the Zap, it will ask you whether you need the current rows in the Google Spreadsheet. You must click on Transfer Existing Data. 
      3. Zapier will then demonstrate the migrated data that you can validate from Passion.io. 
      4. It may take from 5 to 20 minutes for Zapier to run all the tasks.

      Troubleshooting

      Depending on how many tasks you are running, it may take up to 20 minutes for data to sync from the Spreadsheet to Passion.io. 

      1. Make sure to clear cache and cookies; follow the troubleshooting steps here.
      2. Log out from the AppBuilder and log back in. 
      3. Check Zap's tasks history to confirm that the task has been successfully fulfilled by Zapier.