Integrating Microsoft Excel with Shopify Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate uploading products from Microsoft Excel to Shopify using Pabbly Connect. Follow this detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Microsoft Excel and Shopify Integration

In this tutorial, we will explore how to automate the process of uploading products from Microsoft Excel to Shopify using Pabbly Connect. This integration allows you to streamline your workflow, ensuring that whenever a new product is added in Excel, it automatically reflects in your Shopify store.

To start, you need to create a free account on Pabbly Connect. Once logged in, you can access the dashboard where all integrations are managed. This powerful tool enables seamless connections between Microsoft Excel and Shopify, simplifying the product upload process.

2. Creating a Workflow in Pabbly Connect

To begin the integration, you will first create a workflow in Pabbly Connect. Click on the blue ‘Create Workflow’ button and provide a name for your workflow, such as ‘Upload Products from MS Excel to Shopify Automatically’. After naming your workflow, click ‘Create’ to proceed.

In this section, you will set up your trigger and action. The trigger will be ‘New Row in Worksheet’ from Microsoft Excel, which means the automation will activate whenever a new row is added. The action will be ‘Create a Product’ in Shopify. This setup ensures that any new product details entered in Excel will be reflected on Shopify.

3. Connecting Microsoft Excel to Pabbly Connect

Next, connect Microsoft Excel to Pabbly Connect. Select the trigger event ‘New Row in Worksheet’ and click on ‘Connect’. You will need to add a new connection by clicking ‘Add New Connection’ and then ‘Connect with Microsoft Excel’. Make sure to authorize access to your Excel account.

Once connected, select the appropriate workbook containing your product data. For example, you might choose a workbook named ‘New Product for Shopify Store’. After selecting the workbook, confirm that the worksheet is correctly set to the one containing your data, such as ‘Data’. This connection allows Pabbly Connect to capture product details automatically.

4. Connecting Shopify to Pabbly Connect

Now, it’s time to connect Shopify to Pabbly Connect. In the action section, select ‘Create a Product’ and click on ‘Connect’. You will need to provide your Shopify API access token and subdomain. To find the API access token, go to your Shopify dashboard, create a new app, and configure the admin API scopes to allow read and write permissions for products.

Once you retrieve the API access token and subdomain, return to Pabbly Connect and paste the token and subdomain into the respective fields. This connection will enable Pabbly Connect to send product information from Excel directly to Shopify, ensuring that your store is always up-to-date with the latest products.

5. Mapping Data from Excel to Shopify

After establishing the connections, the next step is to map the data fields from your Excel sheet to Shopify. In Pabbly Connect, you will see various fields required to create a product, such as product title, type, vendor, and description.

• Map the product title from Excel to the corresponding field in Shopify.
• Set the product type, vendor name, and description similarly.
• Ensure all mandatory fields are filled before saving.

Once the mapping is complete, click on ‘Save and Send Test Request’. This will send the product data to Shopify and create the product automatically. After refreshing your Shopify dashboard, you should see the newly created product reflecting all the details mapped from Excel.

Conclusion

In conclusion, using Pabbly Connect to integrate Microsoft Excel with Shopify allows for efficient product management. By automating the product upload process, you can save time and reduce errors, ensuring your Shopify store is always current with the latest offerings. Start using Pabbly Connect today to streamline your business operations.