Save E-Commerce Orders to Google Sheets

Learn how to automate saving e-commerce orders to Google Sheets using Pabbly Connect. Follow this step-by-step 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. Accessing Pabbly Connect for E-Commerce Automation

To save e-commerce orders to Google Sheets, you first need to access Pabbly Connect. Start by searching for ‘Pabbly Connect’ in your browser or go directly to the Pabbly website.

Once on the homepage, you can either sign in if you are an existing user or click on ‘Sign Up Free’ to create a new account. New users receive 100 free tasks every month to explore the automation capabilities of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button. This action will prompt you to select the workflow builder version. Choose the ‘Beta’ version for a modern experience.

• Click on ‘Create Workflow’.
• Name your workflow (e.g., ‘Save E-Commerce Orders to Google Sheets’).
• Select the folder as Google Sheets from the dropdown.

Once you have named your workflow, click on the ‘Create’ button to proceed. You will now see the workflow interface where you can set up triggers and actions using Pabbly Connect.

3. Setting Up the Trigger for Shopify Orders

In this step, you will set up a trigger to capture new orders from your Shopify store. Select ‘Shopify’ as the trigger app and choose the event as ‘New Order’. This action tells Pabbly Connect to listen for new orders placed in your Shopify store.

After selecting the trigger, click on ‘Connect’ to establish a connection. You will receive a webhook URL from Pabbly Connect. Copy this URL as you will need to paste it into your Shopify settings.

• Log in to your Shopify account.
• Navigate to Settings > Notifications.
• Create a new Webhook and paste the copied URL.

Set the event to ‘Order Creation’ and format to JSON. After saving, your Shopify store will now send new order details to Pabbly Connect.

4. Adding Action to Save Orders in Google Sheets

Now that the trigger is set, the next step is to configure the action to save the order details in Google Sheets. In the Pabbly Connect workflow, select ‘Google Sheets’ as the action app and choose ‘Add a New Row’ as the action event.

Click on ‘Connect’ and sign in to your Google account to authorize Pabbly Connect to access your Google Sheets. After successful connection, select the spreadsheet where you want to save the order data.

Choose the spreadsheet titled ‘Shopify Orders’. Select the specific sheet where data will be added. Map the order details to the corresponding columns in your sheet.

After mapping the fields such as customer name, email, phone number, product name, order ID, amount, and status, click on ‘Save’ to finalize the action step. With this, Pabbly Connect will now automatically save every new order from Shopify into your Google Sheets.

5. Testing the Automation Workflow

To ensure everything is set up correctly, it’s crucial to test the automation. Go back to your Shopify store and place a test order. Once the order is placed, Pabbly Connect will receive the order details through the webhook you set up earlier.

Check your Google Sheets to confirm that the new order details have been added successfully. You should see all relevant information such as customer name, email, order ID, and status reflected in the sheet.

With this test, you can verify that the integration between Shopify and Google Sheets via Pabbly Connect is functioning perfectly. This automation will save you time by eliminating manual data entry for each order.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of saving e-commerce orders from Shopify to Google Sheets. By following the steps outlined, you can streamline your order management and ensure accurate record-keeping.

Utilizing Pabbly Connect not only enhances efficiency but also reduces the chances of errors associated with manual data entry. Start automating your workflows today with Pabbly Connect for a more productive business operation.