Integrating Shopify Customer Details with Microsoft Excel using PAB Automation

Learn how to automate the process of adding Shopify customer details to Microsoft Excel using PAB integration. Step-by-step guide to streamline your workflow. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up PAB for Shopify and Excel Integration

To start the integration process between Shopify and Microsoft Excel, we first need to set up PAB. This involves accessing the PAB platform via the URL ‘fa.com/c/connect’. Users will be greeted with options to sign in or sign up for free.

If you are a new user, click on ‘sign up for free’ to create your account. Existing users should click on ‘sign in’. Once signed in, navigate to the all apps section where you can find various products offered by PAB. Click on ‘Access Now’ for PAB Connect to reach the dashboard.

2. Creating a Workflow to Add Shopify Customer Details

In this section, we will create a workflow where customer details from Shopify will be automatically added to Microsoft Excel. Start by clicking on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for the name of your workflow. using Pabbly Connect

• Enter a name for the workflow, such as ‘Add Shopify Customer Details in Ms Excel Sheet’.
• Select a folder to save the workflow, typically ‘Home’.

After naming and selecting the folder, click on ‘Create’. You will now see options for trigger and action. Choose Shopify as the trigger application and select ‘New Customer’ as the trigger event. This ensures that the workflow activates whenever a new customer is added to your Shopify store.

3. Connecting Shopify to PAB for Customer Data

Next, we will connect our Shopify account to PAB. After selecting ‘New Customer’ as the trigger, a webhook URL will be generated. Copy this URL to connect Shopify with PAB.

Now, go to your Shopify account, navigate to ‘Settings’, and click on ‘Notifications’. Scroll down to find the ‘Webhooks’ section. Click on ‘Create Webhook’ and fill in the details:

• Event: Select ‘Customer Creation’.
• Format: JSON.
• URL: Paste the copied webhook URL from PAB.

Once you’ve entered these details, click ‘Save’. This will link your Shopify account with PAB, enabling automatic data transfer.

4. Configuring Microsoft Excel as the Action Application

Now that we have Shopify connected, we need to configure Microsoft Excel as the action application. Return to PAB and select Microsoft Excel as the action application. Choose the action event as ‘Add Row to Worksheet’.

When prompted, click on ‘Connect’, and then select ‘Add New Connection’. You will be asked to log in to your Microsoft Excel account. Ensure you are logged in to streamline the connection process. After granting access, select the workbook where you want to store the customer details, such as ‘Book 10’.

Select the Drive ID associated with your Excel account. Choose the worksheet, typically ‘Sheet1’.

Map the customer details from Shopify to the corresponding columns in Excel. This includes first name, last name, email, contact number, and address. Ensure the data is mapped correctly to facilitate accurate data entry.

5. Testing the Integration Workflow

With everything set up, it’s time to test the integration. Create a test customer in your Shopify store by entering the required details. Once the account is created, go back to PAB to check for a webhook response.

If the response is received, proceed to test the data transfer to Microsoft Excel. Ensure that the details of the newly created customer appear as a new row in your selected Excel worksheet. Refresh the Excel sheet to verify that the data has been recorded correctly.

To ensure the workflow functions as intended, create another test customer in Shopify. If the details are added to Excel automatically, your integration is successful. This workflow will now automatically update whenever a new customer is added in Shopify.

Conclusion

This tutorial demonstrates how to automate the process of adding Shopify customer details to Microsoft Excel using PAB integration. By following these steps, you can streamline your workflow and maintain accurate customer records effortlessly.