Learn how to automate the process of adding new sales orders from Shopify to Google Sheets using Pabbly Connect with our step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Shopify and Google Sheets Integration
To start integrating Shopify with Google Sheets, you need to access Pabbly Connect. This platform allows you to automate tasks without any coding skills. Simply visit the Pabbly website and sign in or create a new account.
After logging into your account, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that connects Shopify and Google Sheets. This setup will ensure that whenever there is a new order in Shopify, the details will be automatically added to your Google Sheets.
2. Creating a Workflow in Pabbly Connect
In Pabbly Connect, click on the ‘Create Workflow’ button to start. You will need to name your workflow something like ‘Add New Sales Orders from Shopify to Google Sheets’. This name will help you identify the workflow later. using Pabbly Connect
- Choose the folder where you want to save this workflow.
- Select Shopify as the trigger application.
- Set the trigger event to ‘New Order’.
After setting up the trigger, you will see two boxes: one for the trigger and one for the action. The trigger box indicates that the workflow will start when a new order is created in Shopify.
3. Setting Up Shopify Trigger in Pabbly Connect
To configure the Shopify trigger, you need to connect your Shopify account with Pabbly Connect. You will be provided with a webhook URL which you will need to enter in your Shopify settings.
Log into your Shopify account, go to Settings, and select Notifications. From there, create a new webhook by clicking on the ‘Create Webhook’ button. Choose ‘Order Creation’ as the event and paste the webhook URL provided by Pabbly Connect. Make sure to select JSON as the format before saving.
Once the webhook is set, go back to Pabbly Connect and test the connection to ensure it’s working properly. This will allow Pabbly Connect to receive order data from Shopify whenever a new order is created.
4. Adding Google Sheets as an Action in Pabbly Connect
The next step is to set Google Sheets as the action application in your workflow. Select Google Sheets from the list of applications and choose the action event as ‘Add New Row’. This will allow the details of the new order to be added as a new row in your specified Google Sheet.
Now, connect your Google Sheets account with Pabbly Connect. Click on ‘Sign in with Google’ and select the account that contains the Google Sheet where you want the order details to be stored. Grant the necessary permissions to allow Pabbly Connect to access your Google Sheets.
- Select the specific Google Sheet where you want to store the order details.
- Map the fields from the Shopify order response to the corresponding columns in your Google Sheet.
By mapping the fields correctly, you ensure that every time a new order is created, the data is accurately added to your Google Sheet.
5. Testing and Saving the Workflow in Pabbly Connect
After configuring both the trigger and action, it’s time to test your workflow. Click on the ‘Test’ button in Pabbly Connect. This will simulate the process by sending a test order from Shopify to your Google Sheets.
Check your Google Sheet to see if the order details have been added successfully. If everything looks good, save your workflow. Now, whenever a new order is placed in Shopify, the details will automatically be added to your Google Sheets without any manual effort.
This automation not only saves time but also reduces the chances of errors associated with manual data entry. With Pabbly Connect, you can streamline your sales order management effectively.
Conclusion
In this tutorial, we demonstrated how to automate the process of adding new sales orders from Shopify to Google Sheets using Pabbly Connect. By following the steps outlined, you can efficiently manage your sales orders and improve productivity.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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