Integrate Shopify with MS Excel Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Shopify with MS Excel using Pabbly Connect. Automate your order tracking process effortlessly with this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Shopify with MS Excel, you first need to access Pabbly Connect. Start by visiting the Pabbly website and selecting the option to sign up or log in if you already have an account. This step is crucial as it sets the foundation for your automation process.

Once you are logged into your Pabbly Connect account, navigate to the dashboard where you can create a new workflow. This is where you will set up the connection between Shopify and MS Excel, allowing for seamless automation of your order details.

2. Creating Your Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow. For this integration, you can name it ‘Add Shopify Order Details to MS Excel Sheet’. This title helps in identifying the workflow later. using Pabbly Connect

• Click on ‘Create’ to initiate the workflow setup.
• Select Shopify as the trigger application and choose ‘New Order’ as the trigger event.
• Copy the provided webhook URL for later use in Shopify settings.

After setting up the trigger, you will configure the action, which will be MS Excel. This setup ensures that whenever a new order is placed in Shopify, the details will automatically be sent to your Excel sheet.

3. Configuring Shopify Settings for Pabbly Connect

Next, you need to configure your Shopify settings to allow Pabbly Connect to receive order data. Go to your Shopify account and navigate to the ‘Settings’ section. From there, select ‘Notifications’ and scroll down to find the ‘Webhooks’ section. using Pabbly Connect

• Click on ‘Create Webhook’ and select ‘Order Creation’ as the event.
• Paste the webhook URL you copied from Pabbly Connect.
• Choose JSON as the format and save the webhook.

This step allows Shopify to send order details to Pabbly Connect, enabling the automation process. After saving, you will return to Pabbly Connect to test the webhook response.

4. Testing the Integration with a Test Order

To ensure everything is set up correctly, you will need to place a test order in your Shopify store. This order will trigger the webhook and send data to Pabbly Connect. Enter test customer details and complete the checkout process. using Pabbly Connect

Once the order is placed, return to Pabbly Connect. You should see that the webhook has received the response containing the order details. This confirms that the connection between Shopify and Pabbly Connect is working as intended.

Next, you will set up the action to add these details to your MS Excel sheet. Select Microsoft Excel as the action application in Pabbly Connect and choose the action event ‘Add Row to Worksheet’. This action will allow you to input the order details into your Excel sheet automatically.

5. Finalizing the Automation Process

In this final step, connect your Microsoft Excel account with Pabbly Connect. After granting the necessary permissions, select the workbook and worksheet where you want to save your order details. Map the data fields from Shopify to the corresponding columns in your Excel sheet.

Ensure that you include all relevant order information, such as first name, last name, email, contact number, and product details. After mapping the fields, save and send a test request to verify that the data is correctly added to your Excel sheet.

After successfully testing, you can refresh your Excel sheet to see that the order details have been added as a new row. This confirms that your integration is working perfectly. You can now automate your order tracking process using Pabbly Connect seamlessly.

Conclusion

This tutorial demonstrated how to integrate Shopify with MS Excel using Pabbly Connect. By following these steps, you can automate the process of capturing order details effortlessly. Enjoy the benefits of streamlined order management with Pabbly Connect!