Automatically Generate Event Passes with Pabbly Connect and Microsoft Excel

Learn how to automatically generate event passes using Pabbly Connect, Microsoft Excel, and Passcreator in this detailed step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Event Pass Generation

To start generating event passes automatically, you need to access Pabbly Connect. First, open your web browser and navigate to the Pabbly Connect website. If you don’t have an account, you can sign up for free, which takes just a couple of minutes.

Once logged in, click on the Access Now button under Pabbly Connect. This will take you to the dashboard where you can create new workflows. Here, you can manage all your integrations effectively.

2. Create a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, you need to create a new workflow. Click on the Create Workflow button and name your workflow something descriptive, like ‘Automatically Generate Event Passes’. This name reflects the purpose of the workflow.

Next, you will see two main sections: Trigger and Action. The trigger is the event that starts the workflow, and the action is what happens as a result. In this case, the trigger will be Microsoft Excel, and the action will be Passcreator.

3. Set Up Trigger with Microsoft Excel in Pabbly Connect

To set up the trigger, select Pabbly Connect and search for Microsoft Excel. Choose the event New Row in Worksheet as your trigger event. This means that every time a new row is added to your Excel sheet, the workflow will trigger.

Next, connect your Microsoft Excel account with Pabbly Connect. Click on Add New Connection and follow the prompts to log in. Once connected, you’ll need to select the specific workbook and worksheet where your data is stored, such as the one named ‘Event Passes’.

• Select your workbook: Event Passes
• Choose the worksheet: Sheet1

After mapping these details, click Save and Continue. Pabbly Connect will now start polling for new data in your Excel sheet, ready to trigger the next action.

4. Set Up Action with Passcreator in Pabbly Connect

Now that your trigger is set up, it’s time to configure the action step. Search for Passcreator in Pabbly Connect and select it. The action event will be Create Wallet Pass, which allows you to create a customized pass.

To connect Passcreator with Pabbly Connect, you’ll need an API key. Log into your Passcreator account, navigate to the Integration section, and generate a new API key. Copy this key and paste it back into Pabbly Connect to establish the connection.

• Navigate to Integration > API Keys in Passcreator
• Create a new API key named Demo

Once connected, select the template for your pass, like the example template. Map the required fields such as first name, last name, and email address from your Excel sheet into the respective fields in Passcreator.

5. Test and Preview the Pass Creation Process

After completing the mapping, click on Save and Test to create a pass. Pabbly Connect will process the information and generate a new wallet pass using the data from your Microsoft Excel sheet.

To verify the creation of the pass, go back to your Passcreator account and navigate to the Wallet Passes section. Here, you can see the newly created pass with the user’s details. This confirms that your workflow is functioning correctly.

In summary, you have successfully set up an automated process where adding a new row in Microsoft Excel triggers the creation of a customized event pass using Pabbly Connect and Passcreator. This integration saves time and ensures accuracy in event management.

Conclusion

In this tutorial, we explored how to automatically generate event passes using Pabbly Connect, Microsoft Excel, and Passcreator. By following these steps, you can streamline the process of creating customized passes for your events efficiently.