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Enroll existing learners to Products from a spreadsheet
Create a Zap that automatically enrolls paid users into products from a spreadsheet
- Sign Up and Create a New Zap
- Format Your Spreadsheet
- Add the trigger application
- Add the Action Application
Sign Up and Create a New Zap
- Sign up for a Zapier account if you haven't already, and log in.
- Click on Create Zap > New Zap to start building a new automated workflow.
Format Your Spreadsheet
- Create a new Google Sheet and define the column headers according to these guidelines.
- Add a column header titled Email to store the user email addresses and add a valid email to test.
Add the trigger application:
- Click on Trigger to set up the event that will start the Zap.
- Choose Google Sheets as the Trigger App.
- Choose event New or Updated Spreadsheet Row and click Continue.
- Connect your Google account with Zapier
- Select the Spreadsheet and the specific sheet where you entered the column headers.
- Leave the Trigger Column empty and click continue.
- Click on Test Trigger to load the most recent records from your spreadsheet.
- Review the test data received and click Continue with Selected Record.
Add the Action Application:
- Click on Action and select Learnyst as the action application.
- Choose the event Paid Enrollment to enroll the user from the spreadsheet into your Learnyst school.
- In the data mapping step, map the Email and the Course name field with Email and Product Title.
- Test the step by clicking Test Step or skip the test if you prefer.
- Finally, click Publish Zap to make your automated workflow live.
Whenever you update your spreadsheet, the Zap will automatically enroll that user into the Product.
You can navigate to Enrollments for your school and review the same.