Learn how to sync WooCommerce order details to Google Sheets seamlessly using Pabbly Connect. Step-by-step tutorial for easy integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.
Watch Step By Step Video Tutorial Below
1. Introduction to Pabbly Connect for WooCommerce and Google Sheets
To sync order details from WooCommerce to Google Sheets, you will utilize Pabbly Connect as your automation solution. This powerful platform allows you to integrate multiple applications without any coding experience. By following the steps outlined in this tutorial, you can automate the process of transferring order data directly into your Google Sheets.
First, ensure you have a WooCommerce store set up and a Google Sheets document ready to receive the data. With Pabbly Connect, you can easily create a workflow that connects these two applications, streamlining your order management process.
2. Accessing Pabbly Connect to Create Your Workflow
To get started, open your web browser and navigate to the Pabbly Connect landing page by searching for Pabbly Connect. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in by clicking on the ‘Sign In’ button.
Once logged in, you will be directed to the dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. You will be prompted to name your workflow, such as ‘Sync Order Details from WooCommerce to Google Sheets,’ and select a folder to save it in. After naming your workflow, click on the ‘Create’ button to proceed to the main workflow setup.
3. Setting Up WooCommerce as the Trigger in Pabbly Connect
In the workflow setup, the first step is to choose a trigger application. Select WooCommerce from the list of applications available in Pabbly Connect. For the trigger event, choose ‘New Order Created.’ This will allow the workflow to initiate every time a new order is placed in your WooCommerce store.
After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need it to connect WooCommerce to your Pabbly workflow. Now, navigate to your WordPress dashboard and access the WooCommerce settings to add this webhook URL.
- Go to WooCommerce > Settings > Advanced > Webhooks.
- Click on ‘Add New Webhook’ and name it (e.g., ‘Add to Sheets’).
- Set the status to Active and the topic to Order Created.
- Paste the copied webhook URL into the Delivery URL field.
- Save the webhook settings.
Once saved, you will see a confirmation message indicating that the webhook was updated successfully. This completes the trigger setup for WooCommerce in Pabbly Connect.
4. Capturing Order Details in Pabbly Connect
With the webhook configured, the next step is to capture the order details. To do this, place a test order on your WooCommerce store. After placing the order, return to your Pabbly Connect workflow and click on ‘Capture Webhook Response.’ This will allow Pabbly Connect to retrieve the details of the order you just placed.
Once the order is successfully captured, you will see all relevant details such as customer name, email, order ID, phone number, product purchased, and payment method displayed in the workflow. This confirms that your WooCommerce store is now integrated with Pabbly Connect.
- Verify that all necessary order details are captured correctly.
- Ensure to check for any additional fields you may need for your Google Sheets.
After confirming the captured data, you are ready to set up the action step to send this information to Google Sheets.
5. Sending Order Data to Google Sheets Using Pabbly Connect
Now, it’s time to set Google Sheets as the action application in your workflow. In the action step, search for Google Sheets and select it. For the action event, choose ‘Add a New Row.’ Click on the ‘Connect’ button to authorize Pabbly Connect to access your Google Sheets account.
Once connected, select the specific spreadsheet you want to send the order details to. You will need to map the fields from the captured order data to the corresponding columns in your Google Sheets. This includes mapping the order ID, customer name, email, phone number, product quantity, total amount, and payment method.
Map each field carefully to ensure data accuracy. Use dynamic fields to allow for automatic updates with each new order.
After mapping all fields, click on the ‘Save and Send Test Request’ button. This will send a test entry to your Google Sheets, confirming that the integration is successful. You can then check your Google Sheets document to see the new order details populated.
Conclusion
By following these steps, you have successfully set up a workflow using Pabbly Connect to sync order details from WooCommerce to Google Sheets. This automation will save you time and ensure accurate tracking of your orders. With Pabbly Connect, managing your eCommerce operations becomes much more efficient and streamlined.
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