Integrating CopeCart Payment Details into Google Sheets Using Pabbly Connect

Learn how to automate adding CopeCart payment details into Google Sheets using Pabbly Connect. Step-by-step guide to streamline your workflow! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To add CopeCart payment details in Google Sheets, you must access Pabbly Connect. Start by visiting the Pabbly Connect homepage where you can sign in or sign up for free to explore the features.

If you are a new user, click on the ‘Sign Up Free’ option to get 300 tasks every month. Existing users can simply click on ‘Sign In’ to access their dashboard. Once logged in, you will see the Pabbly apps window where you can select Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

Creating a new workflow in Pabbly Connect is essential for automating the process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow.

• Name your workflow, e.g., ‘Add CopeCart Order Details in Google Sheet.’
• Select the appropriate folder for your workflow, such as Google Sheet.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see the trigger and action setup. This is where you will define the automation process using Pabbly Connect.

3. Setting Up Trigger for CopeCart in Pabbly Connect

The next step is to set up the trigger in Pabbly Connect. Select CopeCart as your trigger application and choose the event as ‘Instant Payment Notification.’ This will allow you to receive updates whenever a new order is placed.

Once selected, Pabbly Connect provides you with a webhook URL. This URL must be copied and added to your CopeCart settings. Log in to your CopeCart account, go to settings, and find the IPN connection section. Replace the existing URL with the one from Pabbly Connect and save the connection.

4. Testing the Trigger in Pabbly Connect

After setting up the trigger, it’s essential to test the connection. Go back to Pabbly Connect and initiate a test order in your CopeCart account. Fill in the necessary details, ensuring to select ‘Test’ as the payment option.

After placing the order, return to Pabbly Connect. You should see a webhook response with various transaction details such as transaction date, currency, product type, and buyer details. This confirms that your trigger is functioning correctly.

5. Setting Up Action for Google Sheets in Pabbly Connect

Now, you need to set up the action in Pabbly Connect. Choose Google Sheets as your action application and select ‘Add New Row’ as your action event. This will allow you to automatically add order details to your Google Sheet.

To connect Google Sheets with Pabbly Connect, click on ‘Add New Connection’ and sign in with your Google account. Ensure you grant the necessary permissions. After connecting, select the spreadsheet where you want to add the order details and map the fields accordingly.

• Map the buyer’s name to the corresponding field in your Google Sheet.
• Map the email, product name, order, and city fields appropriately.

Once all fields are mapped, click on ‘Save and Send Test Request.’ This will confirm whether the data has been successfully added to your Google Sheet.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate CopeCart payment details into Google Sheets. By following these steps, you can automate the process of adding new order details seamlessly. This integration enhances your workflow efficiency and ensures that your records are always up-to-date.