Automate Customer Creation in Shopify Using Google Sheets with Pabbly Connect

Learn how to automate customer creation in Shopify using data from Google Sheets with Pabbly Connect. Step-by-step tutorial for seamless integration. 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 start automating customer creation in Shopify using data from Google Sheets, first, access Pabbly Connect. Go to your browser and search for Pabbly Connect. Click on the sign-up button to create a free account or sign in if you already have one.

Once logged in, you will be directed to the Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button, and name your workflow, for instance, ‘Google Sheets to Shopify.’ This is the first step in setting up your automation.

2. Setting Up Google Sheets with Pabbly Connect

In this section, we will configure Google Sheets to work with Pabbly Connect. Start by creating a new Google Sheet where you will input customer details. Ensure you have columns for First Name, Last Name, Email Address, and Phone Number.

• Create a new Google Sheet with relevant columns.
• Go to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.

After installation, refresh your Google Sheet. Then, navigate to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, you will need to input the Webhook URL provided by Pabbly Connect. Select the trigger column, which is the last column where data will be entered, and click on ‘Send Test’ to verify the connection.

3. Connecting Google Sheets to Shopify via Pabbly Connect

With your Google Sheet set up, the next step is to connect it to Shopify using Pabbly Connect. In the action window of your workflow, search for Shopify and select it as the app for action. Choose the action event as ‘Create Customer’.

To establish this connection, click on ‘Connect’ and then select ‘Add New Connection’. You will need to provide your Shopify store’s subdomain, API access token, and admin API key. You can get the subdomain from the URL of your Shopify store.

• Go to Shopify Admin > Settings > Apps and Sales Channels.
• Click on ‘Develop Apps’ and create a new app.
• Configure the app with necessary permissions for customer access.

Once your app is set up and permissions are granted, copy the API access token and paste it into Pabbly Connect to complete the connection.

4. Mapping Customer Data in Pabbly Connect

Now that Google Sheets and Shopify are connected through Pabbly Connect, the next step is to map the customer data fields. In the action window, you will see fields for First Name, Last Name, Email, and Phone Number that need to be filled out.

To map these fields, simply click on each field and select the corresponding data from the Google Sheets trigger response. For example, map the First Name field to the First Name column in your Google Sheet, and do the same for Last Name, Email, and Phone Number.

Once you’ve mapped all required fields, click on ‘Save and Send Test Request’. This action will send the data to Shopify, creating a new customer entry based on the information provided in Google Sheets.

5. Testing the Integration in Real-Time

After setting everything up, it’s time to test the integration. Go back to your Google Sheet and add a new customer entry. For example, input a new customer with details such as First Name: Akash, Last Name: Vikar, Email: [email protected], and Phone: 1234567890.

Upon entering this data, Pabbly Connect will automatically trigger the workflow, sending the new customer details to Shopify. To confirm, go to your Shopify store and check the Customers section. Refresh the page, and you should see the new customer entry reflecting the data you just added in Google Sheets.

This real-time testing demonstrates the effectiveness of using Pabbly Connect for automating customer creation in Shopify using data from Google Sheets.

Conclusion

By following these steps, you can efficiently automate the process of creating new customers in Shopify using data from Google Sheets through Pabbly Connect. This integration saves time and reduces manual entry errors, allowing for a seamless flow of customer information.