How to Import Users with Zapier

How to Import Users with Zapier

Importing users with Zapier allows you to streamline the process of adding new users into AcceleratorApp directly from other applications. By integrating with Zapier, you can automate the import process, ensuring that new user information flows seamlessly into your AcceleratorApp environment.

This feature is particularly useful for organizations that manage multiple data sources, such as spreadsheets or other CRM systems.

For example, if a user fills out a form or submits their details via a connected service (like Google Forms or Typeform), Zapier can automatically create a new user profile in AcceleratorApp, saving time and reducing the risk of manual entry errors.

Zapier API Location

The API for Zapier is located under your Account Menu > Integrations. Here, you will find the API to connect your AcceleratorApp environment with Zapier.

Step-by-Step Actions to Import Users

1. Set Up User Fields in AcceleratorApp

Before starting the import process, ensure you have configured the necessary fields for your users in AcceleratorApp. This includes:

• User Profile Fields: Customize the profile fields that will capture essential user information.
• Roles: Assign appropriate roles to users based on their access needs.
• Programs: If applicable, ensure that programs are set up for users you will import.
• Tags & Industries: Define any tags or industry classifications for better organization.

For more info about user profile fields, click here.

2. Set up the Zapier Integration

Go to your Account Menu > Settings and select Integrations.

• Connect to Zapier: Locate the Zapier integration option and follow the prompts to connect your AcceleratorApp account to Zapier. For specific information, click here.
• Create a New Zap: In Zapier, click on Make a Zap to start the process of creating a new automation.
• Choose a Trigger App: Select the application where your user data originates (e.g., Google Sheets, Typeform).
• Set Up the Trigger: Follow the prompts to specify the trigger event that will initiate the import (e.g., a new form submission, a new spreadsheet row).
• Select AcceleratorApp as the Action: In the Action step, search for AcceleratorApp and choose the option to Create User.
• Map the Fields: Match the fields from your trigger app to the corresponding fields in AcceleratorApp, including:

1. User Profile Fields
2. Roles
3. Programs
4. Tags & Industries

3. Test the Zap: Run a test to ensure the data is imported correctly into AcceleratorApp.

4. Turn On the Zap: Once testing is successful, turn on the Zap to begin automatically importing users.

Tips & Best Practices

• Ensure that all necessary fields in AcceleratorApp are set up correctly before mapping in Zapier.
• If you use a Google Sheet, ensure each field is set up in its own column. For example, roles, tags, and industries should each have their own designated columns.
• Regularly review your Zaps to ensure they are functioning as expected and make adjustments if necessary.
• Use clear naming conventions for your Zaps to easily identify their purpose later.