Integrate MS Excel with Teachable Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate MS Excel with Teachable using Pabbly Connect. Follow this detailed tutorial for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Integration

To integrate MS Excel with Teachable, first access Pabbly Connect by visiting Pabbly.com/connect. This platform will help automate the unenrollment process for students based on their course status in Excel.

Sign in to your account or create a new one if you haven’t already. Upon logging in, navigate to the ‘All Apps’ section where you can find Pabbly Connect. Click on it to reach your dashboard, where you can start creating your workflow.

2. Create a Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow; for this integration, name it ‘Unenroll a Teachable Student from MS Excel’ and click on ‘Create’ to proceed.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger will be set to Microsoft Excel, and the Action will be set to Teachable. This setup allows Pabbly Connect to manage the automation effectively.

3. Set the Trigger Event in MS Excel

Now, set the Trigger for your workflow by selecting Microsoft Excel as the application. Choose the trigger event ‘New Row in Worksheet’. This means that whenever a new row is added in the specified Excel sheet, it will trigger the workflow in Pabbly Connect.

Next, connect your Microsoft Excel account by clicking on ‘Connect’ and then ‘Add New Connection’. Once connected, select the workbook containing your student data, such as ‘Book 2’, and choose the worksheet, e.g., ‘Advanced PHP’. Click on ‘Save and Send Test Request’ to ensure the connection is successful.

4. Apply Filter for Course Status

To ensure that the workflow only continues when the course status is either ‘Completed’ or ‘Unenrolled’, apply a filter in Pabbly Connect. Select the filter option and set the condition to check the course status from the previous step.

• Condition 1: Course Status equals Completed
• Condition 2: Course Status equals Unenrolled

After setting the filter, click on ‘Save and Send Test Request’ to verify if the condition is true. If the status matches either condition, the workflow will proceed to the next action.

5. Search for User in Teachable

In this step, add another action to search for the student in Teachable. Select Teachable as the application and choose the action event ‘Search User’. Connect your Teachable account using your email, password, and subdomain details.

Map the email of the student from the previous step to ensure that the workflow captures the correct data. Click on ‘Save and Send Test Request’ to confirm that the student exists in Teachable.

Finally, add one more action to unenroll the student from the course. Select Teachable again and choose the action event ‘Unenroll Student from Course’. Map the student ID and course ID from the previous steps and click on ‘Save and Send Test Request’. This completes your integration using Pabbly Connect.

Conclusion

By following these steps, you can successfully integrate MS Excel with Teachable using Pabbly Connect. This automation allows you to manage student enrollments efficiently based on their course status. With this setup, you can ensure that students are automatically unenrolled when their course status changes, streamlining your administrative tasks.