Integrate Shopper with Google Sheets Using Pabbly Connect

Learn how to integrate Shopper with Google Sheets using Pabbly Connect to automate ticket creation efficiently. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automating Shopper Tickets

In this tutorial, we will explore how to use Pabbly Connect to integrate Shopper with Google Sheets. This integration automates the process of creating repair tickets whenever new data is added to Google Sheets. By leveraging Pabbly Connect, we can streamline our workflow and enhance efficiency.

As a software repair service owner, managing customer requests can be time-consuming. Automating ticket creation ensures that customer details are captured accurately and promptly. This integration allows for faster responses and keeps your operations organized.

2. Setting Up Pabbly Connect and Creating a Workflow

To begin, access Pabbly Connect by visiting its homepage. Sign in if you are an existing user or sign up for a free account if you are new. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button to initiate your automation.

• Click on ‘Create Workflow’ in the top right corner.
• Name your workflow as ‘Create Repair Shopper Ticket from Google Sheets’.
• Select a folder for your workflow, such as ‘Automations’.

After naming your workflow, you will see two main components: Trigger and Action. The Trigger will be set to Google Sheets, which will initiate the workflow when new data is added.

3. Configuring Google Sheets as the Trigger Application

In this section, we will configure Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets as your trigger application and choose the trigger event as ‘New or Updated Spreadsheet Row’. This allows Pabbly Connect to capture any new entries made in your Google Sheets.

Upon selecting the trigger event, you will receive a webhook URL. This URL will be used to connect Google Sheets to Pabbly Connect. To do this, follow these steps:

• Copy the webhook URL provided in Pabbly Connect.
• Open Google Sheets and go to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install the add-on.

After installation, refresh your Google Sheets. Then, under Extensions, select ‘Pabbly Connect Webhooks’ and choose ‘Initial Setup’. Paste the webhook URL and set the trigger column to the last column (e.g., Column G) where data will be added.

4. Connecting Repair Shopper in Pabbly Connect

Now that we have configured Google Sheets, the next step is to set up Repair Shopper as the action application in Pabbly Connect. In this step, we will search for existing customers based on the data received from Google Sheets. Select Repair Shopper as your action application and choose the action event as ‘Search a Customer’.

To connect Repair Shopper with Pabbly Connect, click on ‘Connect’ and then select ‘Add New Connection’. You will need to provide an API token and subdomain for your Repair Shopper account. Follow these steps:

Log into your Repair Shopper account and navigate to your profile settings. Generate a new API token with the required permissions. Copy the API token and enter it into Pabbly Connect, along with your subdomain.

After entering the details, save the connection. You can now map the customer email from the Google Sheets trigger response to search for existing customers in Repair Shopper.

5. Creating a Ticket in Repair Shopper

After successfully searching for the customer, the final step is to create a new ticket in Repair Shopper using Pabbly Connect. Add another action step and select Repair Shopper again, this time choosing ‘Create a Ticket’ as the action event.

Connect to Repair Shopper using the existing connection you created earlier. You will need to map the customer ID and other ticket details from the previous steps. Ensure the following fields are mapped:

Customer ID from the search response. Subject and description from the Google Sheets trigger. Priority and other relevant details.

Once all required fields are filled, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that a new ticket has been created in Repair Shopper. Check your Repair Shopper account to verify the new ticket’s creation.

Conclusion

This tutorial illustrated how to use Pabbly Connect to automate ticket creation in Repair Shopper from Google Sheets. By following these steps, you can efficiently manage customer requests and streamline your repair service operations.