Using Zapier to Create Users

Using Zapier to Create Users

By using the OfficeMaps Zapier integration you can create users from over 2000 other applications including Slack, SQL Server, G Suite, IMAP Email Servers, and AWS.

Before starting you will need to have a Zapier account and have connected it to your OfficeMaps instance.

To create a user in OfficeMaps using Zapier you will need to have a trigger from another application. For instance, you could use a Google Form to create new users, sync in information from a database with the SQL Server integration, or trigger the workflow when a new employee starts in PeopleHR.

In the following example, we will use a Google Spreadsheet to trigger our workflow.

Setting up your trigger:



To set up your workflow to trigger from a Google Sheet select Google Sheets as the app trigger. Then select the account you would like to use.

Select the spreadsheet you would like to trigger your Zap, and the worksheet (spreadsheet tab) that will have the data added to it.

Click on Test Trigger to check that the data can be pulled in.

In our example, we have prepopulated the spreadsheet with a single row of data for testing.

Click Continue to proceed to the next step.

Choosing the Create User action in OfficeMaps:


Search the list of available applications for OfficeMaps. Click on the OfficeMaps application icon.

Under Action Event, select Create User.

Click Continue.

Under OfficeMaps Account select your instance from the dropdown list (you will most likely only have one instance, but our example has several). Click Continue.

Note: If you have not yet configured your OfficeMaps integration you may be prompted to do so at this point. Please review our Getting Started with OfficeMaps and Zapier help center article for assistance.

Mapping the Create User action in OfficeMaps:

The next thing we need to do is map each of the fields from the spreadsheet across to your OfficeMaps instance.


Required Fields

Field

Description

Examples

Username

This will be the username you want to create for your new OfficeMaps users. Normally, this is the user's email address. However, you can use something else if you wish – as long as it unique.

marty@dmc.com

emmettbrown

Email Address

This is the email address of the user you want to create. It must be unique. It can be the same as the Username.

marty@dmc.com

emmett.brown@dmc.com

First Name

The first name of the user account you wish to create.

Marty

Emmett

Last Name

The surname of the user account you wish to create.

McFly

Brown


Under Setup Actions, you will see four required fields. These must be defined for user accounts to be created. If any of these fields are black the workflow will produce an error.



To map fields to your spreadsheet click into the dropdown then select the spreadsheet column name that corresponds to that field (as per the animation above).

If you would like you can map the following optional fields:

Field

Description

Examples

Salutation

This is the salutation for the user. 

Mr
Dr

Initials

These are the first and last initials of your user. They will be used instead of a profile picture, where your user has not uploaded one.

MM

EB

Phone Number

The work phone number of your user

123 555 1234
1 234 555 6789

Phone Extension

The surname of the user account you wish to create.

McFly

Brown

Mobile Number

The cell phone number for your user (mobile is Australian for cell phone).

123 555 1234
1 234 555 6789

Home Phone Number

This is the home phone number for your user.

123 555 1234
1 234 555 6789

Job Title

This is the job title of your user. 

Test Driver

Chief Scientist

Profile

A short bio or some fun facts about your user. This can be used to help new employees remember people.

Originally from Hill Valley California. Plays lead guitar in a rock band.

Doctorate in theoretical physics and quantum mechanics.

Facebook Profile

A link to your user's Facebook profile.

https://facebook.com/marty.mcfly
https://facebook.com/doc.brown

LinkedIn Profile

A link to your user's LinkedIn profile.

https://linkedin.com/in/martymcfly
https://linkedin.com/in/docbrown

Twitter Profile

A link to your user's Twitter profile

https://twitter.com/marty88mph

https://twitter.com/121Gigawatts

Skype Name

Your user's unique Skype profile name.

Marty.Mcfly1985

Doc.Brown1955


Testing the Create User Action


Once you have finished mapping each of the required fields (and any of the optional fields) scroll down and click Continue. Zapier will then attempt to test your User Creation action. If it is successful, you will see a response that looks like this:
personID: xxxxxxxx-xxxx-xxxx-xxxxx-xxxxxxxxxxxx
new_user: true

Note: If you login to your OfficeMaps instance at this point, you will see that the user account has been created.

Click Turn on Zap to activate the workflow.

Once your Zap is turned on it will automatically create a new user each time you add a row to your spreadsheet.

Working with other application triggers:

Google Sheets is just one of 2000+ applications that can be used to create workflows that integrate with OfficeMaps. But don’t stress, as all of Zapier’s integrated applications work in a similar manner:

1. Select the application that will trigger the workflow (aka the Zap).
2. Select the action within that application which will act as the trigger.
3. Test the connection and review the test data.
4. Create an Action step in Zapier and select OfficeMaps.
5. Map your test data across from the trigger step.
6. Test the action in OfficeMaps.
7. Turn on the Zap.
8. Celebrate the free time your automation has created by drinking a cup of coffee. ☕


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