How to Export Shopify Orders to Excel Automatically Using Pabbly Connect

Learn how to automate the process of exporting Shopify orders to Excel using Pabbly Connect. Follow this step-by-step tutorial for seamless 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. Accessing Pabbly Connect for Automation

To start exporting Shopify orders to Excel automatically, you first need to access Pabbly Connect. This powerful automation platform allows you to create workflows without any coding knowledge.

New users can sign up for free on the Pabbly Connect landing page. After signing up, you will gain access to numerous tasks every month, enabling you to explore the platform’s capabilities. Existing users can directly log in to access the workflow builder.

2. Setting Up Shopify Trigger in Pabbly Connect

Once you are in the workflow builder of Pabbly Connect, the first step is to set up a trigger for the Shopify application. This trigger will activate the workflow whenever a new order is created.

• Search for and select Shopify V2 as the trigger application.
• Choose ‘New Order’ as the trigger event.
• Copy the provided webhook URL.

Next, open your Shopify account, navigate to Settings, then Notifications, and click on Webhooks. Create a new webhook by selecting ‘Order Creation’ as the event and pasting the copied URL. This step establishes the connection between Shopify and Pabbly Connect.

3. Testing the Webhook Response

After setting up the webhook in Shopify, it’s essential to test the connection to ensure it works correctly with Pabbly Connect. To do this, create a test order in your Shopify store.

• Select a product and proceed to checkout.
• Fill in the required details and complete the purchase.
• Return to Pabbly Connect to see if the order details are captured.

Upon successful order placement, Pabbly Connect should capture the order details, confirming that the webhook is functioning correctly. This step is crucial for ensuring that your automation will run smoothly.

4. Adding Order Details to Excel

With the trigger successfully set up and tested, the next step is to add the captured order details into an Excel sheet using Pabbly Connect. Select Microsoft Excel as the action application.

Choose ‘Add Row to Worksheet’ as the action event. Connect your Microsoft Excel account to Pabbly Connect. Select the workbook and worksheet where you want to add the order details.

After selecting the appropriate workbook, map the order details from Shopify to the corresponding columns in Excel. This mapping ensures that the data is dynamically inserted into the sheet with each new order.

5. Finalizing the Automation Process

Once all the necessary details are mapped, it’s time to finalize the automation in Pabbly Connect. Click on ‘Save and Send Test Request’ to confirm that the data is being sent to Excel correctly.

Check the response from Pabbly Connect to ensure all details were added successfully. Open your Excel file to verify that the order details appear as expected.

With this, you have successfully set up an automated process using Pabbly Connect. From now on, every new order placed in Shopify will automatically populate in your Excel sheet without additional effort from you.

Conclusion

In conclusion, using Pabbly Connect to automate the export of Shopify orders to Excel streamlines your workflow significantly. By following the steps outlined, you can ensure that your order details are captured and organized efficiently.