How to Add a User in Lawcus from MS Excel Using Pabbly Connect

Learn how to seamlessly add a user in Lawcus from MS Excel using Pabbly Connect. Follow this step-by-step tutorial for easy integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To add a user in Lawcus from Microsoft Excel, you will first need to access Pabbly Connect. Start by visiting the Pabbly Connect website at Pabbly.com/connect. Once there, you will see options to sign in or sign up for a free account.

If you are a new user, click on ‘Sign Up’ to create an account, which takes just a couple of minutes. Existing users can simply sign in. After signing in, navigate to the dashboard where you can create a new workflow for integrating Microsoft Excel with Lawcus.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button to start. You will be prompted to name your workflow. For this integration, name it ‘MS Excel Lawcus Integration’ and click on ‘Create’. This sets the stage for connecting your applications.

• Click on the trigger application, which is Microsoft Excel.
• Select the trigger event as ‘New Row’ in your worksheet.
• Connect your Microsoft Excel account to Pabbly Connect by adding a new connection.

This connection allows Pabbly Connect to access your Excel data. Once connected, you will need to specify the workbook and worksheet that contains the user data you want to add to Lawcus.

3. Setting Up Excel Data for Integration

After connecting Microsoft Excel to Pabbly Connect, you will need to specify the workbook and worksheet. For instance, if your workbook is named ‘Lawcus Users’, select that along with the specific worksheet where your user data resides.

Fill in the required fields in your worksheet, such as first name, last name, date of birth, email address, and phone number. After entering this information, refresh the Pabbly Connect page and click on ‘Save and Send Test Request’ to send this data to Lawcus.

4. Integrating Lawcus with Pabbly Connect

Once the Excel data is sent, the next step is to set Lawcus as your action application in Pabbly Connect. Select Lawcus and choose the action event as ‘Create Person’. This will allow you to create a user in Lawcus using the data received from Excel.

• Connect to your Lawcus account by adding a new connection.
• Map the fields from Excel to Lawcus, ensuring you input the correct first name, last name, and other relevant details.
• Click on ‘Save and Send Test Request’ to create the user in Lawcus.

After completing these steps, you should see a confirmation that the user has been successfully created in Lawcus.

5. Finalizing and Testing the Integration

To ensure everything is working correctly, go back to your Lawcus account and refresh the contacts page. You should see the newly created user listed there. This confirms that Pabbly Connect successfully integrated your Excel data with Lawcus.

If you want to test this integration further, simply add another user in your Excel sheet and refresh the Pabbly Connect page. Remember, Pabbly Connect checks for new data at specified intervals, so it may take some time for the new user to appear in Lawcus.

Conclusion

Using Pabbly Connect to integrate Microsoft Excel with Lawcus allows for a seamless process of adding users. By following the steps outlined in this tutorial, you can automate user creation in Lawcus efficiently and effectively.