How to Add BigCommerce Order Details in Microsoft Excel Using Pabbly Connect

Learn how to automate adding BigCommerce order details to Microsoft Excel using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of adding BigCommerce order details in Microsoft Excel, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect homepage and either sign in or create a new account. If you are a new user, you can sign up for free and receive 100 free tasks each month to explore the platform.

Once logged in, navigate to the dashboard where you can create and manage your workflows. Click on the ‘Create Workflow’ button to start setting up the integration between BigCommerce and Microsoft Excel.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow named ‘Add BigCommerce Order Details to MS Excel for Multiple Products’. After naming your workflow, you will be presented with two windows: Trigger and Action. The trigger will be set to BigCommerce, while the action will be set to Microsoft Excel.

• Select BigCommerce as your trigger application.
• Choose ‘New Order Created’ as the trigger event.
• Click on ‘Connect’ to establish a connection with your BigCommerce account.

By setting up this workflow, you are instructing Pabbly Connect to monitor your BigCommerce store for new orders and subsequently add the details to your Excel sheet.

3. Connecting BigCommerce with Pabbly Connect

To connect BigCommerce, you will need to create an API account in your BigCommerce settings. Navigate to the API section and create a new API account with the necessary permissions. This involves setting the token type and changing the scope to include all required permissions for order details.

Once you have created the API account, copy the Client ID, Access Token, and Store Hash key. Paste these details into the respective fields in Pabbly Connect to complete the connection setup.

4. Adding Microsoft Excel as an Action in Pabbly Connect

After successfully connecting BigCommerce, the next step is to add Microsoft Excel as the action application. Choose ‘Add Row to Worksheet’ as the action event. This allows you to automatically input order details into your Excel sheet whenever a new order is placed.

When prompted, connect your Microsoft Excel account and select the workbook where you want the data to be stored. Map the fields such as customer name, email, product name, quantity, and total amount from the BigCommerce order response.

• Map the customer name by combining first and last names.
• Map the product details, ensuring to include the quantity and total amount.

This integration through Pabbly Connect ensures that all order details are recorded systematically in your Excel sheet with minimal manual effort.

5. Testing the Workflow in Pabbly Connect

To test the workflow, place a new order in your BigCommerce store. Once the order is placed, return to Pabbly Connect and send a test request to ensure that the order details are captured accurately. You should see a successful response indicating that the order details have been received.

Finally, check your Microsoft Excel sheet to confirm that the order details have been added correctly. The system should automatically populate the relevant fields with the order information, demonstrating the effectiveness of the integration.

This entire process showcases how Pabbly Connect streamlines the integration between BigCommerce and Microsoft Excel, allowing for efficient order management without manual data entry.

Conclusion

In this tutorial, we explored how to automate the addition of BigCommerce order details into Microsoft Excel using Pabbly Connect. By following these steps, you can efficiently manage your orders and maintain accurate records without manual effort.