Integrating Google Sheets with Quaderno Using Pabbly Connect

Learn how to automate expense tracking by integrating Google Sheets with Quaderno using Pabbly Connect. Follow our step-by-step guide for seamless automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets and Quaderno Integration

To integrate Google Sheets with Quaderno, the first step is to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account. This platform will allow you to automate the process of adding expenses directly from Google Sheets to Quaderno.

Once you have created your account, log in to Pabbly Connect and navigate to the dashboard. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Google Sheets to Quaderno.’ This name helps you identify the workflow later. After naming your workflow, click the ‘Create’ button to proceed.

2. Configuring the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select ‘Google Sheets’ as the trigger application, and choose the trigger event as ‘New or Updated Spreadsheet Row.’ This will ensure that any new data entered in your Google Sheet will initiate the workflow.

• Open your Google Sheet in incognito mode if you are logged into multiple accounts.
• Click on Extensions > Add-ons > Get Add-ons and search for ‘Pabbly Connect Webhooks.’
• Install the add-on and refresh your Google Sheet.

After refreshing, go back to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, paste the webhook URL provided by Pabbly Connect and specify the trigger column, which is the last column where you will enter your expense data. This setup will allow Pabbly Connect to capture the data you enter in the specified column.

3. Testing the Integration with Sample Data

Once you have configured the trigger in Pabbly Connect, it’s time to test the integration. After setting the trigger column, go back to the Initial Setup in the Pabbly Connect Webhooks add-on and click on ‘Send Test’. This action will send the first row of your spreadsheet as test data to Pabbly Connect.

Once the test data is sent, you will see a confirmation message indicating that the test was successful. Check the response section in Pabbly Connect to ensure that the data received matches what you entered in Google Sheets. If everything looks correct, you can proceed to the next step of sending this data to Quaderno.

4. Configuring the Action to Create Expenses in Quaderno

Now that you have tested the trigger, it’s time to configure the action step in Pabbly Connect. Search for ‘Quaderno’ as the action application and select the action event as ‘Create Expense.’ Click on connect to set up the connection with your Quaderno account.

To connect to Quaderno, you will need to enter your private API key and account name. To find the API key, navigate to your Quaderno account settings and copy the key from the API Keys section. For the account name, use the part of the URL that comes before ‘quadernoapp.com’. After entering these details, click on ‘Save’ to establish the connection.

5. Mapping Data and Completing the Automation

With the connection established, you can now map the data from Google Sheets to the fields in Quaderno. In the action setup, you will see fields for vendor name, currency, description, quantity, and price. Use the data received from the trigger to fill in these fields.

• Map the vendor name from your Google Sheets data.
• Specify the currency and enter the description of the expense.
• Enter the quantity and price, and if needed, manually add any discounts.

After mapping all required fields, click on ‘Save and Send Test Request’ to send the data to Quaderno. Check your Quaderno account to confirm that the new expense has been added successfully. This completes the automation setup, and from now on, every time you add a new row in Google Sheets, it will automatically create an expense in Quaderno through Pabbly Connect.

Conclusion

Integrating Google Sheets with Quaderno using Pabbly Connect allows for seamless expense tracking and management. By following the steps outlined in this tutorial, you can automate the process and save time on manual entries. With this powerful integration, your business can achieve better financial organization and efficiency.