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

Learn how to auto-export online store orders to Excel using Pabbly Connect. Follow our step-by-step tutorial to track sales effortlessly! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To auto-export online store orders to Excel, you first need to access Pabbly Connect. This integration platform allows you to connect various applications 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 that links your Shopify store with Microsoft Excel. This will enable the automatic transfer of order details to your Excel workbook whenever a new order is placed.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Auto Export Online Store Orders to Excel – Track Sales in Seconds’. Select an appropriate folder for organization.

• Click on ‘Create’ to save your workflow.
• You will see two boxes for Trigger and Action applications.
• Select Shopify as the Trigger application and New Order as the trigger event.

This setup allows Pabbly Connect to monitor your Shopify store for any new orders, triggering the workflow to collect and send data to Excel.

3. Setting Up Shopify Webhook in Pabbly Connect

To enable the connection between Shopify and Pabbly Connect, you need to create a webhook. Navigate to your Shopify settings, select Notifications, and then click on Webhooks. Create a new webhook for Order Creation, ensuring the format is set to JSON.

• Paste the webhook URL provided by Pabbly Connect into the URL field.
• Select the latest API version for the webhook.
• Save the webhook to complete the setup.

Once saved, return to Pabbly Connect, where it will indicate that it is waiting for a webhook response. This means you are ready to test the integration by placing a new order.

4. Testing the Integration with a New Order

To verify that your setup works, go to your Shopify store and place a new order. Fill in the required details, such as the customer’s name, address, and payment information. Once the payment is confirmed, Pabbly Connect will automatically capture the order details.

After placing the order, return to the Pabbly Connect dashboard. You should see the captured order details in the webhook response, confirming that the integration is functioning correctly.

Now, whenever you receive a new order in Shopify, the details will be automatically sent to your Excel workbook via Pabbly Connect. This automation significantly reduces manual entry and ensures accurate tracking of sales.

5. Adding Order Details to Excel Using Pabbly Connect

With the order details captured, the next step is to add these details to your Excel workbook. In the action application section of your workflow, select Microsoft Excel and choose ‘Add Row to Worksheet’ as the action event. using Pabbly Connect

Connect your Microsoft Excel account to Pabbly Connect. Select the workbook you created, named ‘Order Details’. Map the order details from the Shopify response to the corresponding fields in Excel.

After mapping the details, click on ‘Save and Send Request’. This will send the order information to your Excel workbook, confirming that the integration is complete. You can now track your sales in real-time with minimal effort.

Conclusion

Using Pabbly Connect, you can seamlessly integrate Shopify with Microsoft Excel to automate the export of online store orders. This step-by-step guide helps you set up the integration, ensuring efficient tracking of sales and saving valuable time.