How to Create Products in Allegra from Google Sheets Using Pabbly Connect

Learn how to seamlessly create products in Allegra from Google Sheets using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. 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 create products in Allegra from Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, click on ‘Sign Up Free’ to create an account quickly. Once logged in, navigate to the Pabbly Connect dashboard to begin setting up your workflow.

In the dashboard, click on the plus sign to create a new workflow. Name your workflow something descriptive, such as ‘Create Products in Allegra from Google Sheets’. This will help you identify the purpose of your workflow later on. After naming the workflow, click on ‘Create’ to proceed.

2. Setting Up Google Sheets Trigger in Pabbly Connect

Now, let’s set up the trigger application, which will be Google Sheets. In the trigger window, select Google Sheets as the application and choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that every time a new product is added or updated in your Google Sheets, it will trigger an action in Pabbly Connect.

• Copy the provided webhook URL from Pabbly Connect.
• Open your Google Sheet containing product details.
• Go to Extensions > Add-ons > Get Add-ons and install the Pabbly Connect Webhooks add-on.

After installation, refresh your Google Sheet. Then, navigate to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the copied webhook URL here and specify the trigger column, which is the final column containing your product data. Click on ‘Send Test’ to ensure everything is set up correctly.

3. Configuring Allegra Action in Pabbly Connect

Next, we need to set up the action application, which is Allegra. In the action window of Pabbly Connect, select Allegra as the application and choose the action event as ‘Create Product’. Click on ‘Connect’ to establish a connection between Pabbly Connect and your Allegra account.

To connect, you will need to enter your Allegra account username (email) and a token. To obtain the token, log into your Allegra account and follow the instructions provided. Once you have entered the required details, click on ‘Save’ to create the connection.

Now, map the product details from your Google Sheets to the corresponding fields in Allegra. This includes the product name, price, description, and any other relevant details. Make sure to select the correct item category and unit type as specified in your Google Sheet.

4. Testing the Integration with Pabbly Connect

After configuring the action, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. If the setup is correct, you should receive a response indicating that a new product has been successfully created in your Allegra account.

To verify, log into your Allegra account and navigate to the inventory section. Check the products and services list to confirm that the new product appears with the correct details, such as name, price, and description. This step ensures that your integration is functioning as expected.

Once confirmed, save your workflow in Pabbly Connect. This will allow the automation to run continuously, creating new products in Allegra each time you add a new row in Google Sheets.

5. Real-Time Application of Pabbly Connect

Now that your integration is set up, you can add new products to your Google Sheet, and they will automatically be created in Allegra. For instance, enter a new product name, price, description, unit type, and quantity in the Google Sheet. As soon as you save the row, Pabbly Connect will trigger the action and create the product in Allegra.

Refresh your Allegra account to see the newly added product. This real-time application showcases the efficiency of using Pabbly Connect to automate product creation from Google Sheets. You can repeat this process for any number of products, making inventory management much more streamlined.

In summary, by using Pabbly Connect, you can effectively integrate Google Sheets and Allegra, automating the product creation process and enhancing your business operations.

Conclusion

In this tutorial, we explored how to create products in Allegra from Google Sheets using Pabbly Connect. By following the steps outlined, you can automate product management efficiently and save valuable time.