How to Save Sales Data Month Wise in Google Sheets Using Pabbly Connect

Learn how to automate saving sales data month-wise in Google Sheets with Pabbly Connect and ThriveCart integration. Step-by-step tutorial inside! 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. Accessing Pabbly Connect for Integration

To automate saving sales data month-wise in Google Sheets, start by using Pabbly Connect. First, visit the Pabbly Connect website, where you can sign up for a free account. After signing up, log in to your account and navigate to the Pabbly Connect dashboard.

Once in the dashboard, click on the ‘Create Workflow’ button to initiate a new automation process. This is where you will set up the integration between ThriveCart and Google Sheets using Pabbly Connect.

2. Setting Up the Trigger Event with ThriveCart

In this step, you will configure the trigger event that initiates the workflow. Choose ThriveCart as the application for your trigger. Select ‘Product Purchase’ as the trigger event, which will activate whenever a sale is made on your ThriveCart store.

• Select ‘Add New Connection’ to link your ThriveCart account.
• Enter your ThriveCart API key, which you can find in the settings of your ThriveCart account.
• Choose the product for which you want to track sales.

After configuring these settings, click on the ‘Save and Send Test Request’ button to test the connection. This will allow Pabbly Connect to capture sales data, which will be used in the next steps of the integration.

3. Formatting Sales Data for Google Sheets

Once the trigger is set, the next step is to format the sales data for Google Sheets. You will use the Text Formatter feature in Pabbly Connect to split the date from the time in the sales data. This is essential for determining which month the sale belongs to.

To do this, select the Text Formatter action and choose the ‘Split Text’ option. Map the date field from the previous step, set the separator as a space, and specify that you want the first segment (the date) to be fetched. After saving this configuration, test the request to ensure it retrieves the correct date.

4. Saving Sales Data to Google Sheets

With the sales data formatted, the next step is to save it to Google Sheets. In Pabbly Connect, add a new action step and select Google Sheets as the application. Choose the ‘Add New Row’ action event, which will allow you to insert data into your specified spreadsheet.

• Connect your Google account to grant access to the spreadsheet.
• Select the spreadsheet you want to use for storing sales data.
• Map the fields such as product name, quantity, amount, date of purchase, and email address to the corresponding columns in your Google Sheets.

Make sure to map the month dynamically based on the earlier steps so that the sales data goes into the correct month-wise sheet. After mapping all necessary fields, test the action to confirm that data is being saved correctly in Google Sheets.

5. Conclusion: Automate Your Sales Data Management

By following these steps, you can successfully automate the process of saving sales data month-wise in Google Sheets using Pabbly Connect and ThriveCart. This integration not only saves time but also helps in efficient data management and analysis.

With Pabbly Connect, you can ensure that your sales data is organized and easily accessible for future analysis. This powerful automation tool facilitates seamless integration between various applications, enhancing your productivity significantly.

In summary, using Pabbly Connect to automate saving sales data month-wise in Google Sheets allows you to focus on analyzing your data rather than manually entering it. This integration is a game-changer for online store owners looking to streamline their sales data management.