Automate Shipday Orders from Google Sheets Using Pabbly Connect

Learn how to automate order creation in Shipday from Google Sheets using Pabbly Connect. Follow this detailed tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets Integration

To automate order creation in Shipday from Google Sheets, you will first need to set up Pabbly Connect. Start by visiting the Pabbly website and signing in or signing up for a free account. Once you log in, you will be directed to the Pabbly Connect dashboard.

In the dashboard, click on the ‘Create Workflow’ button located at the top right corner. Name your workflow as ‘Google Sheets to Shipday’. This creates a trigger-action workflow where the trigger will be a new row added to Google Sheets, and the action will be to create an order in Shipday.

2. Configuring Google Sheets as a Trigger in Pabbly Connect

Next, you will configure Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets and choose the trigger event as ‘New or Updated Spreadsheet Row’. This allows Pabbly Connect to monitor your Google Sheets for any new entries.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Now, navigate to your Google Sheets document and go to Extensions > Pabbly Connect > Webhooks > Initial Setup. Paste the copied webhook URL into the designated field and set the trigger column to the last column (Column I). This ensures that when details are added in this column, Pabbly Connect will capture the entire row’s data.

3. Testing the Google Sheets Integration with Pabbly Connect

After setting up the webhook in Google Sheets, it’s time to test the integration with Pabbly Connect. Enter test data into the last column of your Google Sheets, then click on ‘Send Test’ in the webhook setup. This action sends the data to Pabbly Connect.

Once the test data is sent, return to Pabbly Connect to verify that the data has been captured. You should see the response indicating that the order number, customer name, and other details have been successfully received. This confirms that your Google Sheets are now connected to Pabbly Connect.

4. Setting Up Shipday as the Action Application in Pabbly Connect

With the trigger successfully set up, the next step is to configure Shipday as the action application in Pabbly Connect. Select Shipday and choose the action event as ‘Create Order’. This allows Pabbly Connect to create an order in Shipday whenever a new row is added to Google Sheets.

To connect Shipday, you will need to provide your API key. Log in to your Shipday account, navigate to Integrations, and copy your API key. Paste this key back into Pabbly Connect to establish the connection. Once connected, you can proceed to map the necessary data from Google Sheets to Shipday.

5. Mapping Data from Google Sheets to Shipday in Pabbly Connect

Now that you have set up the action application, it’s time to map the data fields from Google Sheets to Shipday using Pabbly Connect. This step is crucial for ensuring that the correct information is sent to Shipday.

• Map the order number from Google Sheets to the corresponding field in Shipday.
• Include customer details such as name, address, and phone number.
• Map the total order cost and item details accordingly.

After mapping all necessary fields, click on ‘Save and Send Test Request’. If the setup is correct, you should receive a success message along with an order ID from Shipday. This indicates that the order has been created successfully based on the data from Google Sheets.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of creating orders in Shipday from Google Sheets. This integration streamlines your workflow and ensures accurate order management. Follow the steps outlined in this tutorial to enhance your restaurant operations.