Auto-Export WooCommerce Orders to Excel — Track Sales in Seconds!

Learn how to auto-export WooCommerce orders to Excel using Pabbly Connect in this step-by-step tutorial. Track your sales effortlessly! 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. Setting Up Pabbly Connect for WooCommerce and Excel Integration

To auto-export WooCommerce orders to Excel, you will first need to access Pabbly Connect. This powerful integration platform allows you to automate workflows without any coding skills. Start by visiting the Pabbly website and signing into your account.

Once logged in, navigate to the Pabbly Connect dashboard. Here you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something like ‘Auto Export WooCommerce Orders to Excel’ and select a folder for organization. This initial setup is crucial as it lays the foundation for the automation process.

2. Setting the Trigger in Pabbly Connect

In this section, you will configure the trigger for your workflow. The trigger determines when the automation will start. For this integration, select WooCommerce as your trigger application and choose the event ‘New Order Created’. This ensures that every time a new order is placed, the workflow will be activated.

• Select WooCommerce as the trigger application.
• Choose ‘New Order Created’ as the trigger event.
• Copy the provided webhook URL for integration.

After selecting the trigger, you will need to connect WooCommerce to Pabbly Connect. This is done by adding the webhook URL to your WooCommerce settings. Navigate to your WordPress dashboard, go to WooCommerce > Settings > Advanced > Webhooks, and create a new webhook using the copied URL. This connection will allow Pabbly Connect to receive data from WooCommerce whenever a new order is placed.

3. Creating a Test Order in WooCommerce

To ensure that the integration is working correctly, you need to create a test order in your WooCommerce store. This step is essential as it allows Pabbly Connect to capture the webhook response from WooCommerce. Visit your WooCommerce store, add a product to your cart, and proceed to checkout.

Fill in the necessary details such as your name, email, and address, then place the order. Once the order is placed, return to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. This will allow you to capture the order details that WooCommerce sends to Pabbly Connect.

4. Configuring the Action to Add Data to Excel

Now that you have successfully set up the trigger, it’s time to configure the action that will send the order details to Excel. Select Microsoft Excel as your action application and choose ‘Add Row to Worksheet’ as the action event. This step ensures that whenever a new order is captured, the details will be automatically added to your Excel workbook. using Pabbly Connect

• Choose Microsoft Excel as the action application.
• Select ‘Add Row to Worksheet’ as the action event.
• Connect your Microsoft Excel account to Pabbly Connect.

After connecting your Excel account, select the workbook where you want to save the order details. Use the mapping feature to automatically fill in the fields such as name, email, product, and amount based on the data received from the WooCommerce order. This mapping process is crucial for maintaining accurate data flow.

5. Testing the Integration and Finalizing the Workflow

With everything set up, it’s time to test the integration to ensure it works smoothly. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will send the order details from WooCommerce to your selected Excel workbook. If everything is configured correctly, you should see the order details reflected in your Excel sheet.

Finally, check your Excel workbook to confirm that the new order details have been added successfully. This process demonstrates how Pabbly Connect efficiently automates the task of exporting WooCommerce orders to Excel, saving you time and effort in tracking your sales.

Conclusion

This tutorial has shown you how to auto-export WooCommerce orders to Excel using Pabbly Connect. By following these steps, you can streamline your sales tracking process and enhance your e-commerce operations. Automating this workflow not only saves time but also ensures accuracy in your order management.