Auto Track WooCommerce Orders in Google Sheets

Learn how to automatically track WooCommerce orders in Google Sheets using Pabbly Connect with this step-by-step tutorial. Streamline your order management today! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WooCommerce Integration

To start tracking WooCommerce orders in Google Sheets, you need to set up Pabbly Connect. First, navigate to the Pabbly Connect website by entering ‘Pabbly.com/connect’ in your browser. If you are a new user, click on the ‘Sign Up Free’ button to create your account. This will provide you with 100 free tasks every month to explore the platform.

If you’re an existing user, simply click on the ‘Sign In’ button. Once logged in, you will be directed to the Pabbly dashboard where you can access various applications. Click on the ‘Pabbly Connect’ option to begin creating your workflow.

2. Creating the Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button located on the right corner. Choose ‘Create from Scratch’ and select the new beta version of the workflow builder for a modern experience. Name your workflow as ‘Track WooCommerce Orders in Google Sheets’ and select a folder to save it.

• Click on the ‘Create’ button to finalize the workflow setup.
• Select ‘WooCommerce’ as the trigger application.
• Choose ‘New Order Created’ as the event.

Now, click on the ‘Connect’ button to generate a webhook URL. Copy this URL as it will be used to connect your WooCommerce store with Pabbly Connect.

3. Configuring WooCommerce to Send Data to Pabbly Connect

To configure WooCommerce, log in to your WooCommerce dashboard. Navigate to ‘Settings’ and then to the ‘Advanced’ tab. Click on ‘Webhooks’ and press the ‘Add Webhook’ button. Here, you will need to fill in several fields.

• Name the webhook as ‘New Order Created’.
• Set the status to ‘Active’.
• Select the topic as ‘Order Created’.
• Paste the copied webhook URL into the URL field.

After filling in these details, click on the ‘Save Webhook’ button. This action will enable WooCommerce to send new order data to Pabbly Connect.

4. Adding New Order Data to Google Sheets

Once the webhook is set up, you can proceed to the action application. Select ‘Google Sheets’ as your action application in Pabbly Connect. Choose the event ‘Add New Row’ and click the ‘Connect’ button.

For the connection, select ‘Add New Connection’ and sign in with your Google account. Grant Pabbly Connect access to your Google Sheets. After connecting, select the spreadsheet and specific sheet where you want the order details to be added.

Map the fields from WooCommerce to Google Sheets. Ensure to map date, customer name, email, and order details correctly.

Once the mapping is complete, click on the ‘Save and Send Test Request’ button to test the integration. Check your Google Sheets to confirm that the new order details have been added successfully.

5. Sending Confirmation Emails via Gmail

The final step involves sending a confirmation email to the customer using Gmail through Pabbly Connect. Click on the ‘+’ button to add a new action and select ‘Gmail’. Choose the ‘Send Email’ event and click ‘Connect’.

Again, select ‘Add New Connection’ and sign in to your Gmail account. After granting permission, fill in the required fields for the email, such as sender name, sender email, and recipient email. Map the customer’s email from the WooCommerce order data.

Add a subject line and email body content. Include dynamic fields like customer name and order details for personalization.

Finally, click ‘Save and Send Test Request’. Check the recipient’s Gmail account to ensure the confirmation email has been sent successfully. This completes your automation using Pabbly Connect.

Conclusion

By following this tutorial, you can easily automate order tracking from WooCommerce to Google Sheets using Pabbly Connect. This integration not only saves time but also ensures accuracy in order management while keeping your customers informed with automated emails.