Add users to your app in bulk

In This Article

• Requirements
• Preparing the Google Spreadsheet
• Create the Zap - Set up the Zap Trigger
• Create the Zap - Set up the Zap Action
• Publish the Zap - Transfer Existing Data
• Troubleshooting

Requirements

1. A Google Sheet which contains the information of people you want to add to your app.
2. A Zapier account.
3. A dedicated Free Pricing Plan to add for your clients. Learn how to create a free 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. 

1. Create 3 columns in the Google Spreadsheet and save it in your Google Drive:
   • First Name
   • Last Name
   • Email Address

Create the Zap - Set up the Zap Trigger: 

1. Go to Zapier and click "Create Zap."
2. Choose "Google Sheets" as the trigger.
3. Select "New Spreadsheet Row" and click "Continue."
4. Connect your Gmail Account and click "Continue."
5. Pick the Google Sheet with 3 columns.
6. Choose the sheet with your clients' data and click "Continue."
7. Test the trigger to ensure it's working.
8. Confirm the selected record to continue.

Create the Zap - Set up the Zap Action

1. Under Action, search for Passion.io and then click on it. 
2. Under Event, select Create Order then click Continue. Create Order means creating an account for this user and granting them access to the free pricing plan. 
3. Connect and select your Passion.io account then click Continue. 
4. Under Action, link the 3 columns of the spreadsheet with the Passion.io order:
   • Email address field: select the Email column.
   • First Name field: select the First Name column.
   • Last Name field: select the Last Name Column.
5. The Country is required yet won't affect your clients' accounts, put USA manually in the field.
6. Choose the Product (Plan ID) of the free pricing plan you created. 
7. Enter the Amount as 0 since it is a free pricing plan. 
8. Important: Make sure to have Send password mail as True for your clients to receive an automated email with their passwords to access your app. Existing users will be added to the plan but will not receive a password email. 
9. Click Continue. 
10. Test the action and go to Passion.io PassionMetrics to confirm that the email is added to your app and is granted access to the free pricing plan.  

Publish the Zap - Transfer Existing Data

1. Once you validate the action on PassionMetrics, 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.