Automate New Order Entries from Shopify to Google Sheets with Pabbly Connect

Learn how to automate new order entries from Shopify to Google Sheets using Pabbly Connect. Follow these step-by-step instructions for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate new order entries from Shopify to Google Sheets, you first need to access Pabbly Connect. Open your browser and navigate to Pabbly.com/n to reach the Pabbly Connect homepage.

Once there, you can sign up for a free account if you are a new user or log in if you already have an account. Pabbly Connect allows you to create automated workflows that connect different applications seamlessly.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, the first step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘Automate New Order Entries from Shopify to Google Sheets’.
• Select a folder to save your workflow, such as ‘Automations’.

Once you’ve set the name and folder, click on the ‘Create’ button. This will take you to the workflow setup page where you can define the trigger and action for your automation.

3. Setting Up Triggers with Shopify

The next step in using Pabbly Connect is to set up a trigger. Click on the ‘Add Trigger’ button and select Shopify as your trigger application.

Choose the event as ‘New Order’. This means that every time a new order is created in Shopify, it will trigger the workflow. After selecting the trigger event, click on ‘Connect’ to establish the connection with your Shopify account.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Shopify account, click on Settings, then Notifications, and create a new webhook.
• Paste the copied URL into the webhook URL field and select ‘Order Creation’ as the event.

Once the webhook is set up, you can perform a test order in Shopify to ensure that the connection is active.

4. Adding Action to Google Sheets

Now that your trigger is set up, the next step is to add an action to send the order details to Google Sheets using Pabbly Connect. Click on the ‘Add Action’ button and select Google Sheets as your action application.

Choose the event as ‘Add a Row’. This action will allow you to automatically add a new row in your Google Sheets for each new order that comes in through Shopify. Click on ‘Connect’ to link your Google Sheets account to Pabbly Connect.

Select the spreadsheet where you want to add the order details. Choose the specific sheet within the spreadsheet, for example, ‘Sheet1’.

Next, map the data fields from the Shopify order to the corresponding columns in Google Sheets, such as customer name, email, order ID, item name, amount, and city.

5. Testing Your Automation Setup

After setting up your trigger and action in Pabbly Connect, it’s essential to test the automation to ensure everything is working correctly. Go back to Shopify and create a test order.

Once the test order is placed, check your Google Sheets to see if the new order details have been added as a new row. You should see the customer name, email, order ID, item name, amount, and city populated in the sheet.

If the data appears correctly, your automation is successfully set up! If not, review the mapping in Pabbly Connect and make necessary adjustments.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to automate new order entries from Shopify to Google Sheets streamlines your order management process. By following these steps, you can ensure that every new order is recorded accurately without manual effort, improving efficiency and accuracy in your business operations.