This article will show you how to automatically enrol members when a row is added to a Google Sheets spreadsheet.
Pre-requisites
A PassKit account with a program and tier set up.
A Zapier account.
A Google Sheets spreadsheet containing at least one row of member data (See example below)
Navigate to the Zapier integration page for your program, log into Zapier and then follow the steps below.
Step 1 - Click on Create New Zap
Step 2 - Set up the trigger
Click on "Trigger" then search for and select Google Sheets
Step 3 - Choose the Trigger Event
Select the event that will trigger the Zap, for this we need to use "New Spreadsheet Row"
Then choose the Google account and log in if prompted and click 'Continue' when done.
Step 4 - Select the spreadsheet name and sheet which will be used to hold the members details.
Click 'Continue' when finished
This is an example of the Google Sheets spreadsheet I am using
Step 5 - Test the trigger
Click on 'Test Trigger'
Click on 'Continue with selected record'
Step 6 - Set up the Action
The action refers to what happens when the Zap is triggered.
Search for and select PassKit Membership
Step 6 - Select the Action event
Select 'Enrol member' and click continue
Then choose the PassKit account to be used and log in if prompted and click 'Continue' when done.
Step 7 - Select the program and tier the member should be enrolled in.
Step 8 - Map the fields
Mapping the fields tells Zapier which columns in the spreadsheet go with which fields on the Membership/Loyalty card design.
Click 'Continue' when done.
Step 9 - Test the Action step
If successful, the Pass ID and Pass URL will be returned.
Step 10 - Publish your Zap
Add a name for your Zap and click Publish.
That's the setup complete. You can also check the member is showing in your member list.
