User Management
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      How do I add users to my app?

      Want to migrate your clients' mailing list to Passion.io? In this article, you will learn how to add multiple users in bulk using Zapier.


      IN THIS ARTICLE

      1. Prerequisites

      2. Preparing the Google Spreadsheet

      3. Create the Zap - Set up the Zap Trigger

      4. Create the Zap - Set up the Zap Action

      5. Publish the Zap - Transfer Existing Data

      6. Frequently Asked Questions (FAQs)

       

      1. Prerequisites: 

      1. A spreadsheet from Google Sheets that is saved on your Google Drive.
      2. Log in to your Zapier account.
      3. A dedicated Free Pricing Plan to add for your clients. Learn How to create a free pricing plan.

       

      2. Preparing the Google Spreadsheet: 

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

      migratezap.png

      you can migrate up to 100 emails if you are on Zapier's free plan and that is the only Zap you would need.
      1 row on the spreadsheet = 1 task on Zapier
      If you need to use more than 100 tasks, please upgrade your Zapier account.


      3. 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.

      It is important to ensure that all the steps have a green checkmark to confirm that your steps are correct.

      Below is how to set up the Zap's trigger correctly: 

       

      migratezap.gif

       

      4. 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. Very Very 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. 
      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.  

      Below is how to set up the Zap's action correctly: 

       

      migratezap (3).gif

       

      Below is how to validate the Zap's action from PassionMetrics: 

       

      migratezap (4).gif

       

      5. Publish the Zap - Transfer Existing Data: 

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

      migratezap (5).gif

       

      6. Frequently Asked Questions (FAQs): 

      • I did everything in the article and the users are not showing in PassionMetrics.

      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. 

      migratezap (6).gif

       

      • Is it mandatory for the pricing plan to be a free one? 

      It is recommended to use a one-time free pricing plan as you are adding/migrating your users from one platform to the other, but it works with any one-time pricing plan you have created on Passion.io. 

       

      • What happens if I add existing users to the spreadsheet rows?

      The users will gain access to the free pricing plan that you set up in the Zap but will not receive a new password as they are existing users of your app. 

       

      • Can I give the users access to more than one pricing plan in the same zap? 

      Yes! When setting up the zap you can select multiple pricing plans to grant your users access to.