Learn how to automate tracking customer orders from Shopify to Google Sheets using Pabbly Connect with this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.
Watch Step By Step Video Tutorial Below
1. Introduction to Pabbly Connect for Tracking Orders
To track customer orders from Shopify to Google Sheets, we will utilize Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. By automating the process, you can save time and reduce manual data entry errors.
In this section, we will provide an overview of how Pabbly Connect facilitates the integration between Shopify and Google Sheets. It enables you to automatically transfer order information without any manual effort, ensuring that your data is always up-to-date and accurate.
2. Setting Up Pabbly Connect for Automation
To begin using Pabbly Connect, go to the official website and sign in or create an account. If you are a new user, you can sign up to receive 100 free tasks to explore the software.
- Visit Pabbly Connect and log into your account.
- Click on ‘Access Now’ for Pabbly Connect.
- Create a new workflow by clicking on the ‘+ Create Workflow’ button.
Once inside Pabbly Connect, you will see options to manage your workflows. Choose to create a new workflow and name it ‘Track Customer Orders from Shopify to Google Sheets.’ This will be the foundation for your automation.
3. Connecting Shopify to Pabbly Connect
In this step, we will set up Shopify as the trigger application in Pabbly Connect. This means that whenever a new order is placed in Shopify, it will trigger the workflow.
To connect Shopify, select it as the trigger application and choose the event as ‘New Order.’ After clicking on the connect button, you will receive a webhook URL. This URL is crucial for linking Shopify to Pabbly Connect.
- Copy the webhook URL provided by Pabbly Connect.
- Go to your Shopify settings and select ‘Notifications.’
- Create a new webhook and paste the copied URL.
After saving the webhook, your Shopify store will now send order details to Pabbly Connect whenever a new order is created. This completes the connection between Shopify and Pabbly Connect.
4. Adding Google Sheets to Pabbly Connect
Next, we will add Google Sheets as the action application in Pabbly Connect. This allows us to send the order details received from Shopify directly into a specified Google Sheet.
Choose Google Sheets as the action application and select the event ‘Add New Row.’ Click on the connect button and create a new connection to your Google account. This will enable Pabbly Connect to access your Google Sheets.
Sign in to your Google account when prompted. Select the Google Sheet you created for tracking orders. Map the fields from the order data to the corresponding columns in your Google Sheet.
After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the data is correctly added to your Google Sheet. This step is crucial for verifying that your integration works as intended using Pabbly Connect.
5. Finalizing the Integration and Testing
Now that both Shopify and Google Sheets are connected through Pabbly Connect, it’s time to finalize the integration. Make sure to enable the toggle to activate your workflow.
To test the integration, make a test purchase in your Shopify store. Once the order is confirmed, check your Google Sheet to see if the order details have been automatically added. This confirms that your integration is functioning correctly.
Verify that the order details appear in the Google Sheet as expected. Ensure that all fields such as name, email, order ID, and amount are accurately populated.
This automation will significantly streamline your order tracking process, allowing you to focus on other aspects of your business while Pabbly Connect handles the data transfer seamlessly.
Conclusion
In this tutorial, we explored how to track customer orders from Shopify to Google Sheets using Pabbly Connect. By automating this process, you can save time and minimize errors in data entry. With just a few simple steps, you can set up a powerful integration that enhances your order management system.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Utilizing Pabbly Connect for automating workflows not only simplifies your tasks but also allows you to focus on growing your business. Start automating today and unlock the full potential of your online store!