How to Add Multi-Product WooCommerce Order Details in MS Excel Using Pabbly Connect

Learn how to integrate WooCommerce with Microsoft Excel using Pabbly Connect to automatically add multi-product order details seamlessly. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for WooCommerce and Microsoft Excel Integration

Pabbly Connect is an essential tool for integrating WooCommerce with Microsoft Excel. In this tutorial, we will show you how to automatically add multi-product WooCommerce order details to MS Excel using Pabbly Connect. This integration allows you to streamline your order management process efficiently.

To start, you need to create a free account on Pabbly Connect. Once registered, you can access the dashboard and begin setting up your workflow. This will enable you to connect WooCommerce and Microsoft Excel seamlessly.

2. Setting Up Your Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button on the dashboard. You will be prompted to give your workflow a name, such as ‘Add WooCommerce Order to Microsoft Excel’. Select the folder for your workflow and click on the ‘Create’ button.

Next, you will see two boxes for trigger and action. The trigger is the event that starts the workflow, while the action is what happens next. For this integration, select WooCommerce as the trigger app and set the trigger event to ‘New Order Created’. After selecting the trigger, Pabbly Connect will provide a webhook URL that you will use in WooCommerce.

• Login to your Pabbly Connect account.
• Create a new workflow and name it.
• Select WooCommerce as the trigger application.
• Set the trigger event to ‘New Order Created’.

Once you have set this up, copy the webhook URL provided by Pabbly Connect. This URL will be used to connect WooCommerce to your Pabbly workflow.

3. Connecting WooCommerce to Pabbly Connect

After obtaining the webhook URL from Pabbly Connect, go to your WooCommerce dashboard. Navigate to the ‘Settings’ section, then click on the ‘Advanced’ tab. Here, select the ‘Webhooks’ option and click on the ‘Add Webhook’ button to create a new webhook.

In the webhook settings, provide a name for the webhook, set its status to ‘Active’, and select the topic as ‘Order Created’. Paste the webhook URL you copied from Pabbly Connect into the delivery URL field. Finally, click on the ‘Save Webhook’ button to complete the connection.

• Go to WooCommerce Settings > Advanced > Webhooks.
• Click on ‘Add Webhook’.
• Fill in the details and paste the webhook URL.
• Save the webhook to establish the connection.

Once saved, Pabbly Connect will start waiting for the webhook response from WooCommerce, indicating that the connection is successful.

4. Capturing Order Data in Pabbly Connect

To capture the order data, click on the ‘Recapture Webhook Response’ button in Pabbly Connect. Now, place a test order in your WooCommerce store. Once the order is placed, Pabbly Connect will receive the order details, including customer information and product details.

After placing the order, you will see the captured data in Pabbly Connect. This data includes the customer’s name, email, and the products ordered. The product details will be formatted as an array, which is essential for the next steps in your workflow.

Next, you will need to transform this array format into a simpler one that can be easily added to Microsoft Excel. To do this, add a Data Transformer step in Pabbly Connect and select the ‘Line Itemizer’ option. Map the product details from the captured data to this transformer to convert the array into a more manageable format.

5. Adding Order Details to Microsoft Excel

After transforming the product details, it’s time to send this information to Microsoft Excel. In Pabbly Connect, add a new action step and select Microsoft Excel as the application. Choose the action event as ‘Add Row to Worksheet’. Connect your Microsoft Excel account and select the appropriate workbook and worksheet where you want to store the order details.

Map the transformed product details to the corresponding columns in your Excel worksheet. Once all the required fields are mapped, click on the ‘Save and Send Test Request’ button. If successful, you will see the new order details added to your Excel sheet.

With this setup, every time a new order is placed in WooCommerce, Pabbly Connect will automatically add the order details to Microsoft Excel. This integration saves time and ensures that your order data is organized efficiently.

Conclusion

Using Pabbly Connect, you can effortlessly integrate WooCommerce with Microsoft Excel to automate the process of adding multi-product order details. This setup not only saves time but also enhances your order management efficiency.